If you're creating a registered event, you can drive supporters to one site to sign up, register for the event, pay fees, and create an fundraising page.
Supporters can sign up once to:
Register for the event (free or paid tiers)
Answer required custom questions for event organizers
Receive event details
Create a fundraising page (optional)
Participants sign up, manage event details, and track optional fundraising progress conveniently within their Member Portal. This guide will walk you through setting up a seamless registered event.
Watch a video guide:
Recommended Modules
We've provided a list of recommended site modules to build out your site, but you're not restricted to these options.
Navigation Bar
Hero (Event)
Hero (Splash)
Main Hero
Single-Column Content Module
Content Image Carousel
Content/Media Alternating
Peer-to-Peer Pages Module
Posts Module
Donations Module
Footer
Feel free to choose alternative modules, mix and match, duplicate a module as needed, and rearrange the order to suit your specific requirements. Your creativity is encouraged!
Setting Up A Registered Event Site
To set up your registered event site, follow the steps below.
Use the quick links to jump to the right section:
Registration Form
Step 1: Under Campaigns, select Create Campaign.
Access campaign settings later by selecting the gear icon on the right.
Step 2: Under Sites & Forms, select Create >> New Registration Form to create a new form, or scroll down to select an existing Registration Form.
Step 3: Use the settings on the left navigation to customize the registration form.
Site Settings
Step 1: Select Settings to navigate back to the Sites & Forms list and select the site to access the site settings, design and preview.
Clicking on the site link will take you to the live site and will produce an error if the site is disabled. Learn how to enable and disable the sites and forms.
Step 2: Under Settings, use the left navigation to set up your:
General Settings, Campaign URL and Custom Domain
Funding Goal (Learn how to add registration fees to the total progress.)
To display the Funding Goal, End Date, Impact Metric, Activity Metric and Sharing options on your site, you will need to enable them in the Design settings.
Step 3: Under Portal >> General, set up the general portal settings. Here you can customize the Sign Up, Login, and Dashboard titles, add your logo and hex colors, and include a custom message to welcome and instruct supporters on how to participate in their fundraiser dashboard.
Step 4: Select Registrations >> turn on Enable Registrations, then Save. Next, scroll down and Link Form to the member portal.
Edit the registration form portal settings:
Enable submissions
Select the Registration Form from the dropdown
Set a max number of times the form can be submitted: When using checklists, this value cannot be less than the completion limit of the checklist step or the checklist may not function correctly.
Set a page title and description: This information sits above the embedded form and can give context or instructions on how to complete the form.
This is how the registration page will look in the fundraiser site dashboard:
Step 5: Select Checklist to create a registration checklist if you want the fundraiser to complete additional steps such as creating peer-to-peer pages.
Enable the Portal Checklist to create a checklist view of steps to complete in the fundraiser's site dashboard.
Enforce Checklist Order to require that steps be completed in a certain order. Optional steps can still be completed at any time.
Step 6: Scroll down to select Add Checklist Item. Beginning with your first step, use the dropdown to select the action and connect any linked forms. You can also mark a step as required.
Once you're done adding the checklist items, if you need to you can drag and drop to rearrange the order.
Here's how the checklist will look in the fundraiser site dashboard:
Step 7: Under Personal Pages, select General to have people create personal pages connected to the site.
Enable Show Personal Pages to display the leaderboard on your site.
Enable Create Personal Pages to allow new sign ups. Here you can set the maximum number of personal pages that can be created per user
To display the peer-to-peer signup and login links on the site navigation, you'll need to enable them in the Design settings.
Step 8: Under General you can also set up other personal page default settings including:
Page Title
Media Gallery
Profile Image
Personal Page End Date
Recommended Funding Goal
These details can be customized by the fundraiser upon sign up.
Step 9: Select Default Appeal to set up a sample personal page appeal text which can be personalized by your fundraiser upon sign up.
Step 10: Select Welcome E-mail to set up the custom welcome email automatically sent to fundraisers upon sign up. This can include a thank you message and any details to prepare them for the event or equip them to fundraise.
First enable the email, then edit your subject line and custom message, then Save.
Pro Tip: Link a fundraiser toolkit to set your supporters on a path for success!
Step 11: Repeat steps 7-10 for your Team and Organization default settings and Save all changes.
Site Design
Step 1: Select the Design tab and customize any of the following design settings:
Set your site's global design defaults including: Title, Colors, Fonts and Call-to-Action text.
Add Site Modules to the Home Page and any other peer-to-peer pages you wish to build.
Add Other pages like 'About', or 'FAQ' pages to provide more details about your organization, mission, or event. Learn more about how to build pages and Other standalone pages in the Site Design.
Learn more about how to Set or Unlink Default Site Colors, Add Site Modules, Edit Site Modules and Arrange The Site Layout.
Step 2: Adding the Hero Module to the Home and Peer-to-Peer pages allows you to enable and customize:
Donate Button
Peer-to-Peer Sign Up Button
Share Button
Funding Goal
End Date
Impact Metric
Activity Metric
CauseVox lets you create multiple forms and sites within one campaign, so you'll need to use the dropdown to link the correct donation form to the site button.
Step 3: Preview your peer-to-peer site at any time by selecting Preview at the top.
Step 4: When you're ready to view your site live at the URL, Enable the site, and donation form in the upper right of your site settings.
You can Enable and Disable your fundraising site and forms as many times as you'd like and make edits to the site while it's enabled or disabled.
Donation Form
Step 1: Select Settings to bring you back to the Sites & Forms and select the Donation Form.
Step 2: In the Settings tab, select General to set up:
Form title
Donation type: One-time, Recurring, Pledge
Compact tiers (to remove tier descriptions)
Font style
Accent/button color
Donation receipt copy recipients
Step 3: Select the One-time, Recurring, and/or Pledge links on the left navigation to add donation tiers and scroll down to customize the automated receipt for each donation type.
Step 4 (Optional): Enable the Donation Cart and customize the combined receipt if you'd like to turn your donation form into an online shopping cart to let donors pay for multiple donation items in one purchase.
Learn more about Donation Forms and Donation Cart options.
Step 5: Select Form Fields to add any number of custom questions to the form including:
Subscribing to your organization's updates
Adding a field for Company Name
Anonymous donations
Postal address
Tribute donations ('In Honor' or 'In Memory Of')
Step 6: Select Linked Site to enable specific behavior when a site is connected to your donation form:
Require Peer-to-Peer Selection: When a site is linked to this donation form and peer-to-peer is enabled, require a page to be assigned before being able to check out.
Link to Site End Date: When a site is linked to this form and the end date is reached, the donation form will not accept donations.
Link to Site Donation Status: When a site is linked to this form and the site is disabled for donations, the donation form will not accept donations.
Step 7: Select Post Donation Screen to add a custom 'Thank you' the donor sees on the success screen. You can also add a URL to redirect the donor to any site after they've processed the donation.
Step 8: Select Tipping to set a custom donation tip amount to ask donors to cover fees.
Step 9: Select Embed Code to embed the donation form directly onto your website or event landing page.
Learn more about How Donation Form Embeds Work.
Payment Processing
In your Campaign settings, select Payment Processing on the right to connect a Stripe and/or PayPal account and set your campaign currency.
If you have questions about event registration, contact us at [email protected].