Events
SupporterBase lets admins, captains and vice-captains manage events for their supporter group(s).
Users can:
- View the details of events
- Create events (note vice-captains require approval before publishing)
- Edit events
- Add RSVPs to events
- Print RSVP lists
- Mark RSVPs as having attended an event
- Target email and SMS blasts to event RSVPs and attendees
- Unpublish events (limited to admins and captains only).
Viewing all group events
To view the details of events for your supporter group:
- Navigate to the relevant group in SupporterBase using the left-hand side navigation (Supporter Groups > Supporter Groups > YOUR GROUP NAME, or Events > Group Events.
- The calendar icon at the top of your group’s main page shows the number of upcoming events. To view all events (past and upcoming), click on the text next to this icon that says View All.
- You will see a list of event profiles, which include all of the basic information about the event, as well as some links that can take you directly to that information. Such as:
- An edit button;
- The unpublish button (admins and captains only)
- The public URL for the event.
- You can also click on the title of the event to view all of these details, as well see and manage RSVPs.
Creating events
To create a new event:
- Use the left-hand navigation to head to Events > Create New Event (or find it in the top nav of your group page).
- Fill out the event form that appears, starting by selecting the relevant group from the Supporter Group dropdown.
- In addition to adding the basic details for the Event (ie time, date, location, description, event contact person etc), you can also customise the automatic email message supporters will receive upon RSVPing to the event, under the RSVP email section at the bottom of the page.
- Note you can leave the liquid code (in curly braces), if you want it to automatically pull through the relevant details for the event.
- Click the Create Event button at the bottom of the page. If you are an admin or group captain, your event will now be live on your group’s public page! If you are a vice-captain, the draft event will be sent to the relevant group point person (ie a designated captain or admin) for editing and approval.
Once your event is live, you can also share the public event URL with supporters and encourage them to RSVP.
If you need to go back and edit any details for an event, you can do that by clicking on the Edit Event button, directly beneath the name of the event on the event page.
Please note that, by default, only admins and group captains can edit the details of an event once approved. To allow vice-captains to do this, an admin will need to set the Allow group vice-captains to edit their group’s events Configuration to True, by using the main left-hand side menu to navigate to Settings > Configurations > General.
Updating event image sizing
To update the accompanying event image thumbnail:
- Navigate to the new/edit event form in SupporterBase.
- Upload your image and then click the "edit image" icon in the toolbar.
- The dimensions can then be updated from their original values to instead use proportional values, e.g. "100%" for the width and "auto" for the height.
Listing events on your public website
You can decide how events are displayed on your public NationBuilder site. If you would like to display, for example, both local and national events on the one website page, you'll need to update the settings on your main NationBuilder calendar page by selecting the 'Include all events, not just the ones under this page' checkbox.
Another example could be creating a secod calendar page called 'National Events', which is set to specifically show events tagged 'National Events', which is set to specifically show events tagged 'National Event' (pulling those from anywhere across the site, including group calendar pages). When a group leaders creates an event through your SupporterBase, they have the option to tag their new event with 'National Event' (among other tags).
Managing RSVPs to an event
To view RSVPs for an event:
- Navigate to the relevant event, using the instructions under Viewing All Group Events.
- A list of all RSVPs can be found on the main event page, directly under the basic information for the event.
- You can engage with all RSVPs via their personal profiles as per normal. For example, editing their personal profile, sending them a personal SMS or email, calling them directly, or logging a contact.
- Using the Sort By function at the top of the list of RSVPs, you can also order RSVP by:
- First name
- Last Name
- Location
- Last contacted at
To RSVP supporters to an event, you have several options:
- Supporters can RSVP via the form on the public page for the event.
- You can RSVP a supporter to an event from within an email or SMS thread, or via a call list. These are handy features if you are able to confirm an RSVP in the course of speaking to supporters through these channels.
- Via the Log Contact or RSVP button on each supporter's personal profile.
NOTE: Within Settings > Configurations, admins have the option of selecting a configuration titled Show all events in the dropdown field for RSVP forms that, once enabled, allows leaders to see all upcoming events across an organization's SupporterBase in the dropdown list when saving an RSVP on behalf of a supporter. By default they only see the events that belong to their group.
Print RSVP lists
In advance of the event, you might like to print a hard copy of the RSVP list, to help track attendance on the day for example.
To print the RSVP list:
- Navigate to the event.
- Click the Print RSVP List button, located toward the bottom of the main event details, but just before the list of RSVPs.
- A PDF of all RSVPs will open in your browser. This will list the names and partially obscured phone and email details for each supporter. It will also have columns for:
- Noting whether the RSVP is already a group member and/or would like to be added to the group
- Marking whether the RSVP actually attended the event.
Mark RSVPs as having attended an event
After the event, you might like to record in SupporterBase which RSVPs actually attended. You can do this by:
- Navigating to the event page.
- Selecting the Review RSVPs option, located toward the bottom of the key details about the event, but just above the list of RSVPs.
- You will see a list of all event RSVPs.
- Mark RSVPs as attended by selecting the checkbox next to their name. Those RSVPs will then move to the attended column.
- Deselecting the checkbox next to someone's name in the attended column will mark them as not having attended and move them back to the left column.
Unpublish events (limited to admins and captains only).
From time to time you may want to unpublish an event, which means it will no longer be live as a page on your group’s website.
To to this:
- Navigate to the event.
- Click the Unpublish button, located at the bottom right-hand corner of the event details.
- You will be prompted to confirm you are sure you want to do this. If you unpublish this event it will no longer appear on the supporter group's page or the main calendar page. Click Yes.
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