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Creating & Managing Events

This course covers how to create, manage, and promote events in EveryAction. Learn how to schedule events, assign roles, use Zoom integration, and customize signup forms for streamlined participation and tracking. Register to either watch a video, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.

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Creating & Managing Events

This course teaches users how to use EveryAction’s event management tools to plan and promote events of all types—from fundraisers to volunteer shifts. You'll learn how to configure event details, manage participant data, and track performance with built-in reports.

What You’ll Learn in This Course

  • How to view, share, and create events using the calendar and event list tools
  • How to set event details like location, time, roles, and shifts
  • How to use supporter groups to manage event teams
  • Overview of ticketed events and tracking contributions and guest data
  • How to use hosted events to let supporters create their own events
  • How to integrate Zoom for seamless invite and attendance syncing
  • How to create and customize public event signup forms

By the end of this course, you’ll be equipped to manage events effectively and engage participants with ease.

Curriculum

  • Introduction
  • Start here
  • Watch the video
  • Watch the video
  • Download the slides
  • Read the articles
  • Read help articles
  • Read help articles
  • Knowledge check
  • Apply what you've learned

Creating & Managing Events

This course teaches users how to use EveryAction’s event management tools to plan and promote events of all types—from fundraisers to volunteer shifts. You'll learn how to configure event details, manage participant data, and track performance with built-in reports.

What You’ll Learn in This Course

  • How to view, share, and create events using the calendar and event list tools
  • How to set event details like location, time, roles, and shifts
  • How to use supporter groups to manage event teams
  • Overview of ticketed events and tracking contributions and guest data
  • How to use hosted events to let supporters create their own events
  • How to integrate Zoom for seamless invite and attendance syncing
  • How to create and customize public event signup forms

By the end of this course, you’ll be equipped to manage events effectively and engage participants with ease.

Curriculum

  • Introduction
  • Start here
  • Watch the video
  • Watch the video
  • Download the slides
  • Read the articles
  • Read help articles
  • Read help articles
  • Knowledge check
  • Apply what you've learned