New Articles

  1. Remove a User from an Event Site Updated

    This article outlines the steps for removing users with no activity in an Event Site. If a user is linked to any activity on the site (such as purchases, bids, donations, or payments/refunds), the option to remove them will be unavailable. Activit...
  2. Import Users from a Guest List

    Users can be imported to a campaign through a user template available within your campaign or found here in this article. A user template upload should be done approximately 24-48 hours prior to the event. Edits to user accounts can always be made p...
  3. Manage User Details

    Manage supporter accounts by confirming and updating their user details. Re-send the welcome text messages, download statements, or remove a user with no activity on the campaign site. Watch a video Update a user account. Add or update a...
  4. User Permissions

    As an Admin you may wonder what the difference is between the Admin and User Roles.  Who do you assign Admin access to, and what privileges does this give them on your campaign site?  The information listed below breaks down the different features ...
  5. Send Assignment or Confirmation Reminders

    Send reminders to encourage purchasers who have unassigned tickets to update their orders with the names of those attending or a reminder encouraging attendees who have yet to confirm their tickets to accept their invitation to attend. Watch a vide...
  6. Return a Ticket Order

    Org and Campaign admins can return full ticket orders and choose how to handle the original payment. Returning an order removes all tickets, items, and donations. Unconfirmed invitees are removed from the Users tab and confirmed attendees show a...
  7. Purchase a Ticket for a Supporter

    Enter all ticket purchases outside of the Order Form, such as phoned or mailed in. Assign complimentary tickets or assist guests who prefer not to purchase electronically. Once the order is entered, both the purchaser and any attendees are reflect a...
  8. Edit Attendees in Ticket Orders

    Review, update and manage invitees and attendees in ticket orders.  Watch a video Access ticket orders Visit the Tickets Container within the Dashboard , and click the More button ( "···" ). Select Manage Orders . Review attendee ...
  9. Ask Questions to Attendees

    Include questions purchasers and or attendees can answer at the time of purchase or confirmation. Meal choice, seating preference, dietary restrictions, and more can be captured. Visit Ticketing Reports to learn more about where to review or dow...
  10. Purchaser and Attendee Information

    Purchasers are required to provide their name, email address, phone, mailing address, and provide additional information requested from a User Custom Field (optional)  at the time of purchase. You can choose to capture and require information fr...