Steps to Build an Event with Virtual Tickets

Once logged into the Swell dashboard, follow these steps:

1. To create an event, click on the   icon in the top right corner
2. Click Save
3. Click on the Event Name you would like to build / edit
4. Click on the   tab on the left
5. Start on the   icon
   • Fill out the Who portion for your event
     • Nonprofit Name
   • Fill out the What portion for your event
     • Event Name
     • Description for fundraising pages- this is a description that will appear on the personal fundraising pages for those who are fundraising for you. This is typically filled in with a description of why someone should give or what their donation would be supporting.
   • Fill out the When portion for your campaign
     • Day
     • Time
     • Venue **if this is a virtual event, you can always type “Virtual Event” or “Join Us Online” in the place of a physical venue**
6. Click Save Changes
7. Next, click on the   icon. These images can be created in Canva or similar software. Upload the following images:
   • Event Page Header Image
     • Size: 740x288 jpg
     • This image will be found on the homepage of your site and donation page.
   • Profile Page Header Image
     • Size: 740x288 jpg
     • This image will be found on the personal fundraising pages.
   • Social Media Preview Picture
     • Size: 1080x565 jpg
     • If you set an image here, it will appear on social media when someone shares your link. If there's no image here, your Event Page Header will be displayed instead.
   • Logo Image
     • Size: 261x166 jpg
     • This image will be found in the top right corner of your homepage.
   • Email Header Image
     • Size: 550x135 jpg
     • This image will be found on the email receipts donors receive
   • Ticket Header Image
     • Size: 1000x245 jpg
     • This image will be found on the top of the pdf ticket attached to the ticket confirmation email.
   • Ticket Footer Image
     • Size: 1000x760 jpg
     • This image will be found on the bottom of the pdf ticket attached to the ticket confirmation email.
8. Scroll all the way down and click Save Changes
9. Next, click on the   icon
   • To edit the homepage content, click on the   icon. In this section, you will want to upload any information a guest needs to know when visiting the site. You can use text, upload images, upload videos, and more.
   • Click on the   in the top right to add more content pages/tabs to your site
   • When editing tabs:
     • Fill out a Page url- this is the text that will go at the end of your campaign site link to take you straight to this content tab (only use one word).
     • Fill out a Tab Name- this is the name of the tab that will show up on your site. For example, if you created an ‘about’ content page, you could name the tab “About”
     • Check the box active to make the tab visible to the public
     • Once you are done building your content page, scroll down and click Save
10. Click on the icon
    • Click on the   in the top right corner to create a virtual ticket
    • Select Virtual Ticket in the drop-down under Product Type
    • Check the active to make the virtual ticket visible and available to purchase from the public
    • Fill out the maximum number of virtual tickets available for the event
    • Fill out the Name of the virtual ticket
    • Fill out the price of the virtual ticket
    • Click Save
11. Click on the icon

    • Facebook page ID- this will allow information about your organization's Facebook page to be pulled into the right-hand side of your site.

    • Hashtag-Try to create a clever hashtag that is relevant to your campaign. This hashtag will be printed on your PDF ticket to make it easy for guests to post about your event on their social networks. Consider including it in your thank you wall message if you'll be using that. 

    • Enable Thank You Wall- Check the box if you would like our system to include thank you messages to your donors on your event page. 

1. • Thank You Wall message- Customize the message that appears on your thank you wall.

   • Click Save.
2. Click on the icon
   • This is the area you would use to highlight and recognize sponsors. This will show up on every page of your campaign site under the raised amount. If you have more than one sponsor it will continuously scroll through them on a loop. 
   • Click on the in the top right corner to add a sponsor
   • Type in the sponsor name
   • Upload a logo image for the sponsor
   • Click Save
3. Click on the icon IF you are sending sponsors tickets
   • Click on the in the top right corner to send sponsors their virtual tickets
   • Fill out the Comp Ticket Code (This is typically the company name)
   • Click on the drop-down to select the ticket type they are receiving
   • Fill out how many virtual tickets they are receiving
   • Filling out the Internal note is optional (This is just for you. Typically name of sponsorship)
   • Fill out the first name, last name, and email address of contact receiving virtual tickets
   • Click or  
     • Save with envelope will automatically send contact the virtual tickets
     • Send with no envelope will not send them virtual tickets
4. Click on the  icon
   • This is where you will be able to customize and add features to your donation page (the give now button takes you to this page on your campaign site), ticketing checkout page, buttons, tables/teams checkout page and sponsorship checkout page.
   • If you would like your fundraisers to get credit for donations, make sure the gift crediting feature is turned on.
5. Click on the tab on the left side
   • This is where you would manually add people as fundraisers. We can also add a “Become a Fundraiser” button on your campaign site if you would rather them sign up on their own.
   • Click on the in the top right corner to add someone
   • Type in their information and click Save
   • Click on the to the right of the individual’s name to send them an email with their personal fundraising link
6. Click on the tab at the bottom on the left
   • This is where you are able to see all donations made
   • You can manually add a donation if you receive cash or a check. Click the in the top right corner and add the donor information. Click Save
   • Click on the in the top right corner to download an excel file with a report of all of your transactions.
7. Click on the   tab to see virtual tickets purchased and manually send virtual tickets
   • This tab will show everyone who has purchased a virtual ticket from the event site
   • Manually send a virtual ticket if someone sends a check or cash for a virtual ticket
     • Click on the in the top right corner to create the virtual ticket
     • Create the virtual ticketed guest as a fundraiser by clicking the   icon 
     • Fill out the individual’s first name, last name, and email address. Click Save
     • Select the ticket product the individual purchased
     • Click Save & Send to Guest to automatically send guest email with virtual ticket
     • Click Save to not send an email to the guestClick on thetab to personalize and download QR Codes for your event
       • You can change the color of the QR code by clicking on
       • Change the style of the QR code by clicking on
       • Upload your logo into the middle of the QR code by clicking on
       • Click on theicon to download your QR codes
       • The donation page QR code goes toward your donation checkout page, the ticket purchase QR code goes toward the ticket checkout page, and the homepage QR code goes toward the homepage of your Swell site.
   • Make your site live by going through the checklist on the tab
     • Mark items as done, and other items, like branding images, will check off as you complete them