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 QuickBooks
Option to limit visibility and/or ability to purchase tickets
Selling and tracking Product Add-ons
Tracking CEU credits
This article covers the steps to create a new event. If you need to edit an existing event, skip ahead to step 5 below.
Create or Review Your Event Categories
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.
3. In the New Event modal that appears, 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 - There are several options for location, including private online event/webinar.
Event Contact - The drop-down list of potential contacts pulls from your Leadership Roles.
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 or event category.
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.
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. Finally, head to the Settings tab to dial in the event even further:
Sync attendees with MailChimp or Constant Contact by selecting a list from the drop-down, or create a new list.
Event Display Options
Enter a future date for the event to be published on the frontend.
Check the box to Show Attendees on the frontend of your website.
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.
If needed, add Override Links for the event details page and/or registration page.
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".
Choose if your event registrations path will be ticket based or attendee based.
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 6/30/20XX at 12:00 AM EST). This message only appears when the event has a capacity set and the event is not sold out.
Set the event to "Offline Registration Only".
Update text that will appear on the attendee and tickets page of registration.
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!