Overview
This checklist is for charities getting started with Virtual Events in GivePanel, whether you are brand new to GivePanel or setting up a Virtual Challenge for the first time.
Once you’ve completed the steps below, you will have a live campaign where supporters can:
Register for your virtual challenge
Create a fundraising page (Facebook, JustGiving or other platforms)
Receive automated stewardship emails
Be tracked and reported on within GivePanel
Get the complete Virtual Challenge Playbook
Planning your next virtual challenge? The Virtual Challenge Playbook gives you the step by step framework to deliver your most successful campaign yet.
Created in partnership with Bluestep Solutions, Social AF, and the Digital Fundraising Academy, this comprehensive guide covers everything from high converting Meta ad strategies to community stewardship that drives real results.
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 your fundraising platforms
Connect GivePanel with your desired fundraising platforms:
Step 3: Enable the email tool
Virtual Events use automated Email Journeys to communicate with supporters.
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 4: Create your Virtual Event campaign
You’re now ready to create your campaign in GivePanel.
This includes:
Adding your event name and dates
Creating your registration form
Customising the fundraiser page appearance
Configuring your email journey
Step 5: Share your form or links
Once your campaign is set up, you can:
Share your registration form (for sign ups + fundraiser creation)
You can use these across:
Paid ads
Email campaigns
Social media e.g. in Facebook Groups
Step 6: Test and go live
Before launching:
Test your registration form
Create a test fundraiser
Check your email journey
Confirm links are working as expected
Help and support
Need a hand? Use the help widget inside your GivePanel account or email [email protected]