Before You Start
Have these ready:- Dashboard access with permission to manage events
- Event basics: name, date/time, location (or virtual link), description, banner image
- If selling tickets: a fund or designation for ticket revenue, plus your ticket tiers (name, price, capacity)
- If collecting custom info: the questions you want to ask registrants
Step 1: Open the Events Page
- In the left-hand nav, click Engagements.
- Click Events.
Step 2: Fill Out Event Details
The event builder is a 4-step wizard (Details, Registration, Questions, Confirmation). The outer headings below number the article’s walkthrough steps (1-5, including the pre-wizard “open the page” step); each wizard step also gets its own wizard-step number called out in the text.Required
- Event name
- Start date, time, and timezone
- Description (rich text)
- Location — choose In person (enter an address) or Virtual (enter a URL registrants receive after signing up)
Optional
- End date and time
- Banner image
- Custom URL slug
Step 3: Configure Registration & Tickets
This is wizard step 2 of 4, Registration — it controls whether the event is free or paid, what tickets exist, and how registration behaves.Tickets
Toggle Has tickets on to create tiers. Each tier has a name, price (leave blank or 0 for free), capacity (blank = unlimited), and description. You can also add discount codes for promotions.Access & capacity
- Access type — Public (anyone can register) or restricted
- Registration open/closed — pause registration without deleting the event
- Max registrations — cap the total across all tiers
- One ticket per person — prevents multiple of the same ticket in one order
Fund routing
- Fund — where ticket revenue is credited
- Registration fund — separate fund for additional donations collected during registration, if different
Payment & fees
Pick which methods are available: credit card, Apple Pay, Google Pay, Link, bank login, ACH, PAD, PayPal. Choose whether registrants see a Cover fees option and whether it’s checked by default.Waivers
If you need a liability waiver, toggle Require registration waiver on, pick the waiver type (WeGive built-in or DocuSign template), and add the content. Click Next.Step 4: Add Custom Questions
This is wizard step 3 of 4, Questions — anything you want to collect beyond name and email.- Toggle Ask for mailing address (and mark required or optional)
- Toggle Ask for name if you want to collect it separately from the account on file
- Add custom questions — dietary restrictions, t-shirt size, guest names, etc.
- Choose whether questions are asked before or after confirmation
Step 5: Review & Publish
This is wizard step 4 of 4, Confirmation — final review before going live.- Double-check event details, tickets, and settings
- Customize the confirmation page title and description shown right after signup
- Set your registration success and receipt messaging
After You Publish
Your event appears in the Events list at Engagements > Events. From there you can:- Share the registration link or embed it in a campaign
- View registrations and ticket sales in real time
- Edit most fields after publishing (date/price changes on events with existing registrants may need follow-up communication)
- Duplicate the event for a recurring or similar one
- Archive once it’s over — archived events stay in reporting
Tips
- Save a draft first if you’re still working out details.
- Preview the event page before sharing the link.
- Set up a confirmation email template ahead of time for customized post-registration messaging.
- Use discount codes instead of adjusting base prices for promotions — it keeps reporting cleaner.
Related Articles
- Managing ticket sales and registrations
- Setting up custom registration questions
- Adding an event to a campaign
- Event confirmation emails and reminders
If you run into any issues creating an event, reach out to WeGive Support — we’re happy to help.