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GivePanel Events Onboarding Checklist

Follow this checklist to get your GivePanel Event fully set up so supporters can register, purchase tickets, create fundraisers and receive automated email stewardship.

Written by Harry Gardner
Updated this week

Overview

This checklist is for charities getting started with GivePanel Events, whether you are brand new to GivePanel or setting up Events for the first time.

Once you’ve completed the steps below, you will have a live event where supporters can:

  • Register and purchase tickets

  • Create a fundraising page

  • Receive emails

  • Be tracked and reported on within GivePanel

Step 1: Create your GivePanel account

(Only if you do not already have a GivePanel account)

The team will have emailed you steps to create your account.

If you haven’t received this, please contact [email protected] or your account manager.

Step 2: Connect Stripe for payments

Stripe is used to process ticket payments. Connect your charity’s Stripe account so supporters can purchase tickets during registration.

Step 3: Connect JustGiving (for fundraising)

To enable supporters to create fundraising pages as part of registration, connect your JustGiving account.

Step 4: Enable the email tool

GivePanel Events uses automated emails (Email Journeys).

To send emails from your charity’s domain, you’ll need domain authentication and the email tool enabled.

If your account already has this set up, you can skip this step.

Step 5: Set your Events subdomain

Your Events subdomain is used for all registration form URLs.

This must be set before GivePanel will allow you to create forms.

Step 6: Create and configure your Event

You’re now ready to build your event in GivePanel.

This includes:

  • Adding your event details

  • Setting up tickets and payments

  • Creating your registration form

  • Configuring fundraising settings

  • Setting up transaction and stewardship emails

Step 7: Test and go live

Before launching:

  • Test your registration form

  • Create a fundraising page

  • Send test emails

Help and support

Need a hand? Use the help widget inside your GivePanel account or email [email protected]

Relevant Walkthroughs

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