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How to start an event

Publishing an event on your website is a powerful way to engage supporters and use your virtual space to boost on-the-ground efforts. When hosting an event, having all of your information in one central place allows you to move forward in an organized fashion and create an environment for success.

Event Basics

To create an effective event page, the following pieces of information should be included:

  • Event date, time and duration
  • Location 
  • Contact name 
  • Capacity
  • Requirements to RSVP

Optional event features:

  • Connect to a Facebook event and have Facebook RSVPs automatically added to your nation
  • Connect to a MeetUp event
  • Sell tickets through your nation or link to another website

In this video from NationBuilder Live, VP of Community Adriel Hampton walks you through setting up a calendar and creating an event:

The events and calendars video is also available in higher definition on our YouTube channel. 

Creating an Event

create-event.png

With NationBuilder's simple tools you can easily create an event and organize everything from RSVPs to social media promotion, recruits, and even have the ability to sell tickets. The best part is that you can track of all of it within your nation.

  1. Go to Website > New Page, or go to your Calendar page Settings > Events & Subpages > and click New Event.
  2. Give a name to the page and select the Event page-type.
  3. When the page is created, you’ll be taken to Event Details > Settings to begin the process of setting up your event. 

Event Settings 

event-settings.png

Event Details > Settings

Below is an overview of the different settings available for your event page, and a description of what they can be used for.

Setting Description
Venue Name Useful to name the venue (eg The Troubadour or Mary’s House).
When The day and time the event begins.
Length How long the event will be.
Maximum Capacity If your venue has limited capacity, set a number here. If 0 is set, the capacity is unlimited.
Additional # of RSVPs For example, if your venue has a maximum capacity of 100 and you have 10 staff members who will be working at the event, you’ll want to enter 10 in this line.
Contact person’s name People like to know who they can contact if they have questions before or during the event.
Contact person’s email & phone number You can decide whether or not to publish this information on the website using the checkboxes near each entry.
Sell tickets Choose a donation page to process purchases, and add a tracking code. Alternatively, you can link to a separate website to sell tickets, if so leave this unchecked. 
Accept RSVPs Usually a good practice to keep this box checked - it lets you know which members of your community plan to go to the event to engage with your organization. 
Allow guests Allow people to RSVP for themselves and guests
Show who RSVPed If you uncheck this box, RSVPs will be recorded in your control panel but will not display on the event page on your website.
Ask for phone Allows you another way (in addition to email) to keep in touch with people who RSVP in case of last-minute changes
Require phone Depending on your event, you may need to collect phone numbers. 
Ask for address Similar to asking for a phone number, can also help you determine if you’re scheduling events in convenient locations for your supporters.
Require address Decide whether you really require a physical address to keep people informed about the event before checking this box.
Ask to sign up for shifts If your event requires volunteer help, check this box then define the shifts in Events Details > Shifts
Ask for volunteers If they say yes, they will be taken to your primary volunteer sign-up page for more info
Assign staging locations to RSVPs This feature works if you have a political nation and have set up staging locations from Settings > Political > Staging Locations;
Don't list this event on the website You will be able to track RSVPs and attendance at the event using your database, but the event will not display on your website.

Advanced Settings

event-advanced.pngEvent details > Advanced

Here is where you can specify a tag to add to everyone who RSVPs for an event 
You can also mark people who RSVP as needing followup and assign RSVPs to a point person. The point person will only be assigned if the person who is RSVPing does not already have a point person.

Similarly, you can also tag people who attend the event here. You can also mark attendees as needing followup. Remember that not everyone who RSVPs for an event will attend and keeping track of attendance can be as important as managing RSVPs.


Intro Settings

event-intro.pngEvent details > Intro

Here is where you can include introductory text for your event. The content editor is the same as on other pages - if you want to include an image in the introduction, you can save it to the Files section then insert it with the insert / edit photo icon. You can also embed videos and other content by typing the URL on its own line within the content editor. If your event location is hard to find, you can include some advice on landmarks or other information necessary to finding the event.


Location Settings

event-location.pngEvent details > Location

Here is where you can include the exact address of your event. If the address is included, a Google Map will be created to display the location of your event. This will also help pinpoint your event on a larger map for a calendar, if you choose to categorize your event in this manner. The location will also be included in the auto-response to people who RSVP to the event.


Autoresponse Settings

event-autoresponse.png

Event details > Autoresponse

The auto-response for an event is auto-populated. Several of the items in the response use Liquid code to pull the correct information from your database. For an event that is created by your organization, the auto-response reads like this:

Joe -- 

Thank you for your RSVP. 

WHAT: event name
WHEN: date and time of event
WHERE: location name
full address of event, if entered in Event Details > Location

If you need to update or cancel your RSVP, use this link: 

(unique hyperlink for the person to edit his RSVP)

And you can invite others to join you at the event with this link: 

(link to the event page)

Sally
http://www.sallysgirafferanch.org

You can edit the auto-response if you like. We suggest retaining the Liquid coding, indicated by brackets {{  }}


Text keyword Settings

event-text.pngEvent details > Text keyword

Here you can enter a single word for people to text to your broadcaster’s virtual phone number to RSVP for the event. You can also indicate an initial auto-response text to respond to RSVPs. Learn more about how to use text messaging in your nation.


Social Settings

event-social.pngEvent details > Social
You can connect your event to an existing event on Facebook and/or a Meetup. RSVPs received on those platforms will be automatically pulled into your people database on a daily basis. 

For Facebook integration, we recommend creating the event on your organization’s Facebook page, then connecting the event to your NationBuilder event. If you publish the event to Facebook from NationBuilder, an event will be created on the personal profile of the person currently logged into the control panel.


Ticket Settings

event-tickets.png

Event details > Tickets

If you did not indicate you want to sell tickets to your event in Event Details > Settings, you will be given the option to indicate ticket levels being sold through a third-party site. 

If you would like to sell tickets through your website, go back to Event Details > Settings, check the box next to sell tickets and indicate the donation page to use (and tracking code if desired). Be sure to save your changes before moving back to the Event details > Tickets page. On the page where you specify ticket levels, you’ll want to name each ticket level and indicate the price and number of tickets purchased.

Event Details > Shifts If your entire event is broken up into shifts, you can use this page to have people RSVP for a shift within the time frame of your event. All shifts must be within the event time frame. If you would like some people to volunteer for the event, but most people to simply RSVP for the event, we recommend using the Volunteer checkbox in Event Details > Settings rather than Shifts.


Hosts 

Event Details > Hosts


Some events, particularly fundraising events, have hosts. Adding a host name, email address, or Twitter handle in this area will allow RSVPs to indicate which host invited him to the event. 


RSVPs

Event Details > RSVPs Here you will see a list of people who have already RSVP’d to your event. You can edit individual RSVPs from this list. You can also add a new RSVP from “New RSVP.”

Print PDF gives you the option of generating a PDF of your RSVPs. Click on “Sort  alphabetically by name” to generate and download the PDF. 

Download CSV will generate and download a CSV of your RSVPs. The fields contained in the PDF and the CSV vary, so you may want to investigate the options to see which one would be most useful for you to use as a guest list to register attendees to your event.

RSVP's can also be added from an offline list by going to your dashboard > calendar > selecting the event. You'll then visit the "Event Settings" for your event, click "New RSVP" and manually add your attendee. 


Attendees

Event Details > Attendees

You can access the control panel of your nation during event registration to streamline attendance recording, or you can use this area after the event occurs. Please note: you can also process payments for tickets at the door by editing RSVPs who have not paid and adding new RSVPs through your control panel. 

Settings > Tags You can include page tags on any page within your site. Tagging event pages can be particularly useful because you can create a calendar that only displays events with particular tags - making it easier to display a calendar of all phone banking events or fundraising events or any other type of event.


Event Tips

While all RSVPs will receive an auto-response email confirming their reservation, most events will receive more RSVPs than attendees. We recommend the following to help organize your community:

  • remind people within 24 hours of the event that they RSVPd and let them know you’re looking forward to seeing them at the event
  • keep track of attendance at the event, record attendance in the event details and tag attendees with a separate tag from RSVPs

Related how to guides

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Showing 2 reactions


Ian Patrick Hines commented 2013-05-14 15:27:01 -0700 · Flag
Kevin — Have you seen our FAQ on Event Ticketing (for paid events, like trainings)? http://nationbuilder.com/how_does_event_ticketing_work
Kevin Hayes commented 2013-05-13 09:02:07 -0700 · Flag
Has anyone used the Events feature for classes or workshops? Paid and free? Any tips or urls to share?