Onsite Event Checklist

Quick Reference Outline for Onsite Events 

This outline provides links to GiveSmart Help Center resources to help you plan and execute your in-person fundraising event. 

If you need some extra help integrating GiveSmart into your event plan, check out GiveSmart’s service offerings at www.givesmart.com/plans.  

Download the On-Site Events Guide

On-Site Events Guide

I. Preparing your team  

A. Volunteers and organization team members 

1. Volunteer Profile
2. Add a Campaign Admin 
3. Volunteer Training 

B. Contracting for on-site staff and equipment 

1. Preferred Partners
2. Hardware (iPads and Credit Card Swipers) 

C. Additional GiveSmart Services 

1. GiveSmart Services 

II. Preparing your GiveSmart Campaign Site  

A.  All the Settings

1. Site Settings
2. User Settings
3. Auction Settings
4. Donation Settings
5. Communication Settings
6. Fees Settings
7. Global Settings

B.  Design and Customize

1. Style and Color
2. Customize the Home Page
3. Create Custom Pages or Custom Order Forms
4. Create Ads and Announcements

C. Ticketing 

1. Create a Ticket
2. Send Assignment or Confirmation Reminders 
3. Update Purchaser Order Details 
4. Purchase a Ticket on Behalf of a Supporter
5. Seating Management

D. Fundraising Components

1. Create Items for Purchase - Instant & Vote
2. Create Auction Items - Live & Silent
3. Create Raffle Items
4. Create Donation Items

E. Displays (Bids Display & Thermometer) 

1. Displays Overview 

III. Fundraising Logistics 

A.  Promote Your Fundraiser

1. When and How to Promote

B. Communications

1. Draft/Schedule Text Messages
2. Sample Communication Timeline

C. Guest Arrival 

1. Check-In a User 
2. Check-In with Ticketing 
3. Purchase a Ticket at Check-In  
4. Self Check-In

D. Silent Auction 

1. Place a Bid for a User 
2. Delete a Bid or Auto Bid 
3. Print Item Sheets 

E. Games & Raffles 

1. Purchase a Raffle for a Supporter
2. See Assigned Raffle Entry Numbers
3. Draw a Raffle Winner 

F. Live Auction 

1. Assign a winner to a Live Item  
2. Duplicate an Item 

G. Donation Appeal 

1. Donation Appeal Methods 
2. Add a Donation to a User’s Account
3. Return a Monetary Donation

H. Closing the Auction 

1. Schedule Auction Auto Close 
2. Manually Close and Reconcile the Auction 

I. Checkout 

1. Checkout a User 
2. Self Checkout
3. Checkout Multiple Users Together
4. Settle Remaining Balances
5. Return an Order from a User Account 

J. Reporting

1. Ticketing Reports
2. Registered Users
3. Revenue Report
4. Purchaser Details
5. Batch Report