Events are a popular membership benefit for many associations, and they can also be a great source of revenue! Hosting your event registration in Novi gives you the added benefit of:
- Linking registrations to member records in Novi
- Syncing payments with QBO
- Option to limit visibility and/or ability to purchase tickets
- Selling and tracking Product Add-ons
- Tracking CEU credits
- Event Communications
- Event Custom Reports
- Feature events on your website's homepage
- And more!
This article covers the steps to create a new event. If you need to edit an existing event, skip ahead to step #5 below.
Note: Before you create a new event, check your Event Categories list to see if you need to create a new event category (e.g. Signature Events, Committee Meetings, etc.). Once you've created a new category or found an existing one, confirm that it is set to Active (green checkmark).
Create New Event
1. Go to the Events tab on the backend of Novi.
2. Click the Add Event button.
- The New Event modal will be displayed:
3. In the New Event modal, add the following details:
- Date & Time (with option to make recurring) - The default time zone displayed is based on the association's time zone, not the location of the event. You can change the time zone to match the location by selecting from the Event Time Zone drop-down.
- Event Location
- Event Contact - Will be shown with a full profile in the member directory, even if they're not selected as a featured listing. This happens when the event is Active and Published.
- SEO: Page Title - This is the title that will be displayed in search engine results.
- SEO: Friendly File Name - This is the end of the URL for the event.
- Overview (short description)
- Featured Image/Photo - If an image is uploaded here, it will override the default image from your association settings.
- Primary Details (long description) - On the frontend, this content will be displayed on the left side of the event page.
- Secondary Details (right side content) - On the frontend, this content will be displayed on the right side of the event page.
- Post Registration (additional details) - This content will be displayed after the user submits their event registration.
- Budgeted Attendance
- Budgeted Revenue
- SEO: Description - This is a summary of the event and will be displayed by search engines.
4. Click the Save & Close button.
5. Go to the Events tab and find the event. Click the Edit link to open the new event on the backend.
Note: New events will automatically open on the Tickets tab. Once a ticket has been created, the next time you click "Edit" it will open on the Attendees tab.
6. Create Tickets for the event (i.e. registration items).
8. Go to the Details tab of the event. Most of this info was entered above in step #3, but there are two additional options:
9. If you want to add any of your Ecommerce products to the event registration, go to the Product Add-ons tab of the event. More info on how to add products to events.
10. If you need to create any promo codes for the event, go to the Promo Codes tab. More info on how to add and setup a promo code.
11. Go to the Settings tab if you'd like to utilize any of these features:
- Automated Event Attendee Email Reminder
- Sync attendees with MailChimp or Constant Contact by selecting a list from the drop-down, or create a new list.
- In the Event Display Options section, you can enter a future date for the event to be published on the frontend.
- Check the box to Show attendees to the public.
- Check the box to Hide on frontend calendar. This means the event will not be displayed on the events calendar or list view. To invite members to register for a hidden event, send them the direct link for the event's details page. To get the link, click "View on Frontend" and copy the URL from your browser.
- You can also lock down visibility of the event to specific Groups.
- An Event Capacity can be set, to limit the number of tickets sold overall.
- There's also an option to "Show remaining availability after X% of tickets are sold."
- In the Registration Options section, you can set a date to close the registration. After this date, users can still see the event details page on the frontend, but the Registration button will be replaced with a message (e.g. * Registration open until 6/30/19 at 12:00 AM EST).
- You can also set the event to "Offline Registration Only."
12. Now that all of the settings have been dialed in and the tickets have been created, click the View on Frontend link.
Novi Tip: We recommend formatting the event description/details on the frontend. Learn more about formatting content.
13. Once you're satisfied with the event setup, don't forget to switch the event to Active!
- This can be done on the backend from the top right of the event:
- Or from the main Event list:
14. Review the event from the frontend one more time, using a mobile device to see if there are any formatting issues.
15. You're all set! Now you can start sending marketing communications for the event!