The Event Setup Wizard
Step 1: First you will need to sign in to your account.
Step 2: Navigate to the Events tab in the header menu.
Step 3: Click on Setup New Event in the left-hand menu.
Step 4: Select the option Peer-to-Peer Event/Campaign and click Next.
Step 5: If creating a new event from scratch, select the option I want to create a new event.
If creating a copy of an existing event from your Artez account, select I want to create a copy of an existing event.
Step 6: Using the radio buttons, select the setup options for your new event. This may vary from event to event and can always be updated after your event has been created.
If you opt to create a copy of an existing event that is using new registration it will create a new event with new registration. If you opt to create a copy of an event that is using old registration it will create a new event using old registration.
Step 7: Answer the mandatory fields (marked with a red *) for your event. This includes event name, event and registration start and end dates and times, the export event ID (the unique ID that will display in reports and data export files) and select the payment gateway you want to use for this event.
The Fundraising Goal isn’t mandatory, however, without setting a fundraising goal your progress bar will not show on the event home page, so it is recommended to add a fundraising goal here. This can also be updated after your event has been created.
Step 8: If you have multiple locations, here you can enter the names and the export IDs for these locations. The export IDs are the unique IDs for each that will show in reports and the data export file.
Step 9: Here you can set the email settings for the event with the sender name and reply to email address. The sender name is what will display when a participant or donor receives an email from the event. The reply to email address is where emails will be sent if the recipient replies to the event emails.
Basic Event Settings
Step 10: In this step, you can set up the Event Settings for your event. All of these can be updated at any time after setup.
Step 11: Here you can set your registration types for your event as well as setting a registration fee, if applicable. The export ID is again the unique ID that will appear in reports and the data export file. The Display Name is the title of the field that will be shown to the registrant during the registration process (e.g. Adult) and the Description is where you can add details about the registration type (e.g. 18+).
Step 12: If you opted into having a waiver on your event, here is where you can enter your waiver text. This can be edited at any time after setup.
Step 13: This page will prompt you to upload your header and footer banner images, however, you should skip this section as later in the event creation we will go through setting your banners, colors and overall themes.
Step 14: Here you can review the options you have selected for your event.
Click Finish to complete your setup.
Now we’re ready to get started on customizing your event!