Name: Sell Tickets to Events Using Registration Forms in Blackbaud eTapestry®
Uploaded: 2025-06-11T18:30:43.014Z
Duration: 1 h 5 min 40 s
Description: Sell Tickets to Events Using Registration Forms in Blackbaud eTapestry®

Transcript for "Sell Tickets to Events Using Registration Forms in Blackbaud eTapestry®": Hello, everybody. Welcome to June. How did we get here already? I do not know, but, I'm glad that the, weather is starting to look a little bit nicer. Maybe could do with a little bit less heat, but still, glad that the summertime is here and that, the funner part of the of the year can, can really officially kick off. Thank you everybody for, joining here today, and, we'll be, getting some things started here just shortly. Just wanted to comment once again. I had put this in the, chat, but I always love seeing everybody introducing themselves, telling everybody where they're from. And, I do have to say that, Kimberly, Etobicoke is a new place for me. I had to actually look that up right before we started. And it turns out that, oh, it's right next to Toronto. So, great. I thank you for, for, broadening my horizons there with, with that greeting. Of course, I'm in Beech Grove, Indiana, so I don't expect many of you to know what that is. Although, just to say it's inside of Indianapolis, I should just say I'm from Indy. So, most people, I think, know probably, what Indianapolis is. But, real quick before we really dive in here, this session might look familiar to some of you. This is a session that I actually initially ran back in March. However, there was a little bit of technical difficulty, in the later part of that session. I thought, you know what? I'm not entirely sure what the, you know, what what yeah. I I wasn't entirely sure what we could potentially do for those people who maybe you still wanted to know a little bit more. Of course, we did the Ask the Expert after that. But I thought, you know what? I'm not entirely sure what we're gonna do in June. So let's just do this again before I get into the half of the year and some of the things I have planned there. So, you know, I just wanted to say that, you know, this might have looked familiar to some of you. This might be something that, you still would like to get a little bit more information on. And, you know, I I think that this was also a session that had a lot of interest, had a lot of questions come up. And registration forms are not something that, there are people who have questions or set up the registration forms, but it's not often talked about as one of the, because most of the time people are setting up regular online giving forms. So this gives it a chance to really, shine as an opportunity for us to talk about this in a more, full aspect. So, and foremost, Emily, I I am going to have to, let me see if I can find the the proper emoji for a thumbs down on that, Go Thunder. You're talking to a guy in Indianapolis. I mean, come on now. Just kidding. But no. Thunder are very good team and, have no expectations over the next couple of, or the next week or next couple of games or so. Yes, Anita. Yes. Go Pacers. Yes. So a couple of things for housekeeping here. Audio, of course, is broadcast through your computer speakers. If you run into any audio or technical issues, but, specifically, if things start to freeze, or, maybe sound gets choppy or something. Just refresh. Worse comes to worse, you can just, leave the session and come back to it. That normally resolves most of it. As far as documents, I do have some in the docs section that's right next to chat. There are the slides for this session and I also have a help document about, setting up registration forms as well. Of course, utilize your chat, to send through questions. I will answer as many as I can in the time that we have together here. You also have the cogwheel on your screen that you can use to, either, make the screen go full, to go full screen or to adjust some of your settings as well. Also, one of the things that I always like to point out is your feedback is incredibly important to us. There should be a survey at the end of the of the session for you to fill out, but, of course, you can always, send those along in the chat as well if you want to. If I say something like, I don't really want the Thunder to win the NBA finals and you wanna pick up, your your pitchforks if you're a Thunder fan, more than welcome to do so. And you can, you know, go ahead and start, you know, putting that into the chat, then let me know how much of a, of a, bad basketball fan I might be for rooting my for my hometown Pacers. But just kidding. Anyway, as most of you know, I am Geoff Arbuckle. I, am the ETAB guy. As most people know, I have been here for, at the November will be twenty years. And I actually started back with eTapestry before we were part of the Blackbaud family. So to say that I've seen it all would be probably an understatement. Although every now and then, something will come along that will still, make me pause to think about what the answer will be. But as I had mentioned, I'm in the Indianapolis area in Beech Grove. Big time movie fan, big time comic book fan, lover of animals. I have two cats, Kirby and Sadie. And, yeah. So let's get into this topic here now that everybody is nice and settled. So the thing to really know about setting up event registration forms is that this really is a two step process and we're going to go through those two steps here in this session. And next week when we do the, ask the expert for this, I will be able to do a lot more of like the screen share kind of really, dig into some of the questions that you might, come up with, either during the course of the session today or afterwards. But the step of this process is to create ticket quantity user defined fields. Now a couple of things. Of course, you can always put user defined fields on any type of, form, whether it's a donation form, the contact form, a volunteer form, whatever. But there are two different types of forms that require certain defined fields to exist or to be utilized for the forms to work. One of those is the, membership form where you have to have some sort of user defined field that that identifies what the membership options are so that you can assign a price to those values and, of course, the event registration form. Now in order to create the ticket quantity, fields for an event registration form, it is important for those forms to be exactly or to be created exactly as I'm going to, talk about here and as the document talks about, there's an additional link there about setting up a user to find field in the help document that I have under docs. But, the key thing is to remember for this page to work and for you to be able to apply ticket options for people to purchase, a couple of things need to be, present. One, the user find field and two, a price for those tickets. And we'll we'll be covering all of that here throughout the course of the session. But talking about the user defined field, this is not set up any different than any other user defined field. You'd go under management and in the database configuration list, you would click on user defined fields. When you click on that, you will notice a few things. One, there will be categories that will be listed. If you click on one of the categories, what you will find then and, what most everybody should have at least the category base. If you don't have base, it may have been renamed at some point. We do allow people to rename that category, but there should be at least one category of user defined fields already inside your your database. But once you click on that on a category or if you want to create a new category, you can do so. And when you click inside that existing or new category, what you'll see is a list of fields that are there, what they apply to, what the type of, data is expected to be filled into that field, whether it's text, number, date, currency, or what have you. And then, what the type of display it will be. Will it be a drop down menu, a checkbox type of field, a note field, or a text box? Under tasks on the left hand side, this is where you will be able to find to, create a new defined field. It's the very thing listed under the save and button. Now when you go in to create a new defined field, there are, various, sets of steps that you will follow to create the field. Now some steps you will be wanting to pay attention to and make sure that you get something filled in for it or something created for it or a selection may whatever the case is. Other steps might be something that you will not do so much with. Like, for example, the field attributes, you might not do much with security, you might not, do much with. But there are certain steps here that are going to be incredibly important when setting up the defined field for your ticket quantity. And, Geoff, yes, thank you for reminding me. Yes. One thing I meant to say before we got started, this will be recorded, about twenty four hours after the session completes. You will receive the reminder that you can come back in and take a look at the recording. However, I think you might be able to use the same link that you used to get into today's session to listen to the recording, later today or this evening before that, that email comes to you. But, yes, this will be recorded, for you to review, as at your, at your pleasure. So, yes. Thank you for reminding me on that. So the step of this process is the basic information. Now this is where you're going to name the field. You do not have to assign a specific, name to this. You don't have to say this is a VIP ticket or this is a regular ticket or this is ticket quantity or anything like that. You can name it whatever you want. But what the key is going to be is where that little dark blue arrow is, and that's the data type. It is incredibly important when you're setting up a ticket quantity field for the, event registration form that you are creating a field that has a data type of number, because it is expected to fill in a quantity here. So you need to make sure that it's set as number. Does not matter what you name it, but it is important that you set the the data type to be a number field. The next important thing is on step number two and this is for field application. Now, generally speaking, when you look at field application, this is where the field is going to appear in the database. Is it going to appear on an accounts defined fields page or is it going to appear somewhere within a journal entry type? So what's really important for these ticket quantities is that it is a field that is a part of a transaction. So in order for this to capture the information that you need and for it to be available to you when we get into the part of this process, which is adding the field to a, to a an event registration form, it needs to be set to transactions. That way it is saying, okay. Yep. This is a transaction type of field. This is going to, capture the number of tickets. The form itself will calculate what two tickets will cost or what each individual ticket will cost and then do the math if somebody puts in two, three, or whatever the case is. But that is really, really important for you to, keep in mind that step number one, it has to be set to the data type of transaction or I'm sorry, of of number. Step number two, it needs to be set to field application of transaction. I would also recommend that you don't mark more than one field application because what you don't want is you don't want this field appearing in several different places in the database, therefore creating any possible confusion for people to fill in the field on places where it doesn't really matter. K? But that's just general rule of thumb of user defined fields anyway. So now like I said you will typically just bypass what the field attributes are. This that's where you would say you know I want this field to be required within the database. It's going to be required on the form itself. You do not need to make it required in the database under field attributes. You don't need it to be found on advanced find or anything like that. So normally you just bypass that and go to step four which is display type. This is the last important thing that you need to remember to do and that is to set the field to be a free form text box. Now it says text box. People are filling it out with numbers, but it's still the same idea. It's a free form field where people are going to type in a number, and you need that to be text box for that to operate properly on the, event registration form itself. Now once you have completed all of this and you save it, you will need to repeat the process for however many different levels or types of tickets that you want to sell. So, like, for example, if you wanna sell a normal ticket for your average, attendee to the event, that would be one ticket quantity. If you want a VIP ticket, that might provide additional, access for somebody who purchases that type of ticket or or a certain premium, that would be you would need to then have a ticket level. If you wanna sell something that's going to be for people under a certain age or students or whatever, that would be a and so on. So you do need to remember that you don't just set up one ticket type if you're going to ultimately be selling multiple types of tickets on your form. You need to have at least the same number of fields available for you. And here on my example, I have ticket quantity ticket quantity two, three, four. Whatever the case is, however many numbers that you need, or however many different types of tickets you need, you need to make sure that you have that number of defined fields set up before, applying that to the, form itself. And the other thing also, like I said, it does not really matter what you call the fields. I just call them ticket quantity. I left it very generic. If you have a bunch of different events, and let's say you're going to sell tickets to a an event that's going to have a dinner premium as part of it, or you're going to have an event that's just a, a tour of a facility or something like that. The the thing to remember is is that it does not necessarily have to have a specific type of ticket quantity for each specific type of page. You can just have one ticket quantity field that you use for a bunch of different purposes when you're just selling one type of ticket to each event. So, like, for example, it doesn't matter if I'm going to have a ticket quantity for a dinner event versus a ticket quantity for a, a a a special concert or a benefit concert or something like that. Right? I can use the same user defined field to sell tickets on both pages. I don't need that to be uniquely, specified for the type of event that you're having. Because, again, once we get into step two here momentarily, that's where you're going to get into more of the, the different types of, like, what the price points are going to be and and so So the the page itself is going to determine more what the ticket was for and what it cost, so that when you're looking at that transaction, the same old ticket quantity might be used, but it might be a different price for one event compared to another. Hopefully, I've, I've explained that well enough. One of the questions came through. Is there also directions for this written out? I would definitely check the docs because there is a help, guide that will talk a little bit about that, and there is a special link within that talking about setting up user find fields as well. So that should be a little bit more step by step written out. Alright. So one other thing to talk about with user defined fields, each step will have a help section that help describe and explain what's in those, what's in that specific step as well. So always refer to that. It's at the bottom of each, step throughout the process of creating a user defined field. Okay? So, that should help you explain, like, okay. Well, what do we mean by data type? Or what do we mean by field application? What's a rule of thumb as far as, you know, setting that up as far as, only having one field application selected per field. Alright. So let's now turn our attention to the main event, and that is creating the event registration form itself. Now there are four facets to creating any type of form, whether it's a donate donation form, event registration form, membership form, or a non transactional form like the volunteer or the contact forms. That's your getting started. So that's the type of form that you're going to create, and the layout for that form. The settings, these are all the behind the scenes stuff that makes the form work. Editing the form itself, so this is where you can add additional fields or you can adjust what the the font is or the color of the font or what have you. And then publishing the form itself. And then either receiving the URL or the, HTML code depending on the type of layout that you choose, whether you want it to be embedded within your website's pages or if you want it to be something that will link outside your website. Now let's talk about getting started. And this one is pretty pretty simple. Right? You go under management. Under online presence, you will click DIY forms. Depending on whether or not your organization has ever set up forms before or not, you might see something slightly different, compared to those who may be doing it for the time. If you're doing it for the time, there will be essentially two big squares that will basically say, okay. Do you wanna create the new page now or do you wanna go through, like, a graphical overview? A graphical overview just kinda gives you a a kind of like a slideshow, kind of like this where it will say, okay. This is what you will do here. These are the steps that you will follow. It will have a little bit more text than my slides will, but it's, it's essentially a slideshow stepping you through the process of creating a form. If you have created forms before, what you will see is you will see the list of forms that you've already have saved, whether they are active or published or in a draft state. They'll they'll still be listed there. And then you will see the create a new page and graphical overview as buttons on that page. If you click on create a new page, the very thing you're going to be asked is what type of page are you going to select. On the left hand side, that's your transaction forms. That's your, online donation form, your, event registration form, and your membership form. On the right hand side, you will have your non transaction types of forms, contact form, volunteer form. So for the purposes of what we would select here is we would select the event registration form. However, regardless of what you select, the next thing you will see will be the same for every page, and that is the layout options for you. This is where you will find the ability to create an embeddable layout, which is just basically the fields against a transparent background. We do then give you an, an embed code for you to put onto your website to, basically paste those fields over into a page on your website of your own creation, of your own, URL, all of that sort of stuff. But we also provide you with more generic layouts where, you know, we have some that have images. We have some that have, you know, a banner image as opposed to a smaller image. We have some that have text information already filled in or potentially ask for a logo. So there are something there are some types of forms that we do already basically do a lot of, like, the the layout, the way that it looks. All of that stuff can be edited within the the, within the form itself. But, that is the, the process that, that you will go through then to select what you want the page to look like. Just to give you a little bit better look at this, these are the five options here. That middle option on the left is the event registration page. And to show a little bit more options in terms of the various types of, layouts that we have, By default, the embeddable is usually going to be selected for everybody because that gives you a little bit more power as to what the rest of the form is going to look like around your fields. So like I said, the embeddable layout is usually selected more often than not by most of our, users just because we can send this over to our website person. Our website person can then embed this into a page that says something like a bc.org/tickets or a bc.org/donate or whatever and does not have to use the Blackbaud eTapestry URL that sends people away from your website. So you can keep all of the same navigation and everything. However, there are sometimes where you might want to choose one of the more, generic layouts, if you will, for a lack of a better term, where, you just wanna get something up that you wanna link to your, to your social media pages or something. You don't you know, you just need to get something up because you need to raise some money for something that just happened or just developing right now. You can use one of those other layouts. You can always swap and change what the layout is and be able to do some some different things with that as well. So all of these pages, regardless if you do the embeddable or any of the other layouts, you do have the ability to control what some of the colors of the of the, text is on it. Or if you do choose one of our layouts, what the background color is, what the image is, what the accent colors, all of that stuff. So all of that is manageable, yourself as well. Now after you select your layout, this is where we start getting into the settings. Now these are broken up in these, five different, sections within settings. We we broke it up to basically better categorize what the information that's being asked for. And under general, this is where you will fill in the name. This is going to be the internal name for the form. This will not be something this will not be a name that any donors would see if they are visiting the website from their browser. That's what the title is. The title will be the external name that will be shown in in the browser tabs, like, at the top of your Chrome or Firefox pages. It will say, like, what that name or what that title for that page is. So if you wanna call it, event registration or donate now or whatever, Whatever the type of page is, you can fill that in so that when people are looking at the at the tab on their browser, they know what that page is and what its, what its purpose is. And then we ask for you to complete the URL. Completing the URL basically identifies that on our servers to say this is the type of form that we're going to be pulling this information from. You still need to do that regardless of the layout that you choose. If you chose an embeddable layout because you want to create your own URL and have it be on your website, and you want to embed this this code into your website, you still have to complete the URL because that's our identifier on our server to pull that page's, fields and everything. So you still do need to complete that. Normally, we would recommend, either, not having any blank spaces or having dashes instead of blank spaces or just putting everything as one big word basically into the completion of the URL. There's nothing wrong if you do have spaces there. It just looks a little bit nicer if you end up using the URL as opposed to an embed code. That's just a a little design tip, I guess. Most people, when they're creating a a URL, will usually not leave blank spaces, in between two words. Alright. So after set or after general, then you go into email. Now this is where you can say, I want to, send a confirmation email. I highly recommend people do that because that is that gives the person who's purchased the ticket, in this case, some idea that you've received their order, or that you've received their transaction at the very least. And you can control from which address you want that to appear to come from. You can also, control what you want that subject line to read, and you can also choose one of your existing communication templates. You can create something specific for this event or for any of the pages that you have or you can have a general online, form confirmation template where it will say, you know, thank you to whoever the person's name or whatever the person's name is, what their dollar amount was that they gave, any other information that you might want to include. If you do not choose an a template, from the communication section, something still gets sent out. It's just a little bit more generic, and it just basically summarizes the information that was filled in on the form. For our Canadian friends listening, you can also choose to, have this be, receded as well. So you can say, you know, go ahead and apply an e receipt number to this communication that would get sent in confirmation of this. The only thing that you have to have is your template just has to have that generated receipt number tag in it. You also have a checkbox where you can choose to, send an internal confirmation email that basically says, hey. Somebody has filled out this form. You can add as many email addresses that you want to receive that. You just have to separate them by a comma. But you can, have that set up to where not only is something being sent to the, to the donor or to the purchaser that they've made a transaction, but then you will get something internally to say, oh, yes. You have received the transaction. Here's the information that was filled in. Next, we have the basic settings. Now this is going to be, different depending on the, the this will be different depending on the type of form that you have. For transaction forms, this is where, or I'm sorry, the, the, page type. I'm sorry. I'm I'm ahead of myself here. The page type is the the the thing that has a difference between which type of form. The basic this is where you can include, like, a comments box where people need to fill in some additional information. They can do so. You can also choose the format, to format the form so that you can say, I want to include the option to have business format. So if somebody is, making a donation on behalf of a business or banking a purchase of tickets to this event, then you can, set that up that way, to where you can say, okay. Now you can fill in the business information for this transaction, and it will go into the business account, inside your database or create a business account. You can also set your default country here. I tend to recommend people do that just because that's one less field for your, website's visitors to have to select. So if you're in Canada, you might want to set your default country to be Canada. If you're in The United States, do United States. If you're in The UK, United Kingdom, so on and so You can also edit the submit button as well so that you can, have instead of it saying submit or something like that, you can have it say give now or buy tickets or whatever. You can also edit the confirmation, success mess message as well. So that's the page that will come up after people make a successful transaction on the web page. A little link or a little page will come up that will say, thank you so and so. Here's your transaction of x number of dollars and all of that. You can edit that. There is a, character count limit, but I think it's still, like, a thousand characters. So there's plenty of room to add additional information if you would like. So a couple of questions that came in here. Madison asked, what's the best way to disperse tickets and then check, check tickets at the event? Say someone bought, six tickets and wanted to give them out, but only received, one email receipt. Yeah. So that is something that is a little bit more, complicated there. We don't really have a way that that will actually, like, send out, like, individual tickets like you would see with, like, a barcode or something. What I would tend to recommend is, of all, create a report for yourself to have the check-in list. So when people come and check-in, you know, you have their name, you have the information that that they are, you know, and how many tickets they purchase. If they are purchasing tickets for other people, then you'd wanna have a defined field that would list, purchasing tickets for other people, then you'd wanna have a defined field that would list what those other people are so that then you would also be able to pull that into a report. That would be my best work around on that. We want to be able to have the opportunity to sell a ticket like this, but unlike other products that that might be more specifically driven around event ticketing or seeding or stuff like that, what we kind of lack in in terms of the, of the DIY form is that type of scenario where you have multiple tickets and you want to hand them out or you wanna give, like, a specific seeding chart and assign somebody to a certain seat, that's something that this page would be a little bit lacking on. So, this would be if somebody wants to to do that or you want to give the opportunity for that, then I would definitely say have a field where you can put in the additional guest name so that at least you have that at the front desk. And I would also recommend people to go through check-in at the registration booth so that they can, you know, see who the purchaser was and then check off their, their individual that they that they are, attending at that point. Yes. And Heather has a has the idea right there, that you can certainly, create the user defined field then, and then that will allow for them to add the guest name. Is there a way to preview the forms and confirmations before they are utilized slash client facing? So yes. So when you select your, your, template here, you do have the ability to actually view the template as well to see if it is the right one that you want to to send out. It should just bring up, like, a little pop up. You can also, preview the form. Like, once you create the form and you finish and you even when you publish it, you can still before anybody else will be able to see it because they will only really be able to see it if they have the link to the page, you can view the the page. There's also a preview on the edit step. So there are some ways that you can work around that as well for certain. And then, Anita asked, is there a way to add a suggested donation field where people can do that on the same ticket form? I'll talk a little bit about that here in just a moment. Natively, technically, no because the DIY forms are very, siloed in what they do. But I but I do have a recommendation that you could potentially utilize as well. Okay. So the next thing here is the page type. Now this is where you have the ability to set up, you know, the different types of, cover that you want. This is, just transaction forms. Now we do have the ability to do the complete cover, the donor cover, and the my organization pay. So depending on how you want the fees to be handled, you would be able to to do that. There is the learn more on each of those to find out a little bit more about what each of those options mean. By default, you will have a transaction selected or a transaction processor selected. If you have multiple transaction processors linked to your etap stream, make sure you have the right one selected here so that it's processing to the correct, transaction processor going to the correct bank account if that's what you, do internally. Then also, there are some things that you have to select here as well below the, fee coverage section. You have to at least choose one fund because that's a required field in the database. You need to make sure that it is represented here so that when the transaction comes into the database, it has the funds selected for you already. You can also choose a single campaign or a single approach, and that will be mostly worked on on the back end. If you end up having any type of transaction form that has multiple funds, then that gives the donor the ability to choose which fund that you're donating to. But in this case, on a on an event registration page, you typically will leave that just as one fund. So yes. Then, for the hidden fields, this is where you can have additional user defined fields that will be automatically filled in when somebody completes the transaction. There aren't many people who mess too much with this, but the option is there if you do want to do that. So when you click submit, then you will go in to the actual set or the actual, editing of the of the page itself. Now one of the things that you will see when you are working on the form itself is you might see this yellow box that will say before your page is live, you'll need to set up your event tickets, and it gives you a little bit of information about that. Now if you are, either if you don't have any of these fields set up, the defined fields, the you know, you'll see that unable to add another event ticket because there aren't any more options available. But if you do have your defined field set up, you will now see this option where when you click on the orange box, it will then say new ticket, and then you'll be able to start filling in the, the ticket level, which is just the name of the ticket in this case, what the price is for that ticket. Again, like I said, each event may have a different price, depending on the type of event it is. The same user defined field can be used on all of those different forms because the price will be determined on the page itself. So in this case, you select your your, ticket quantity your ticket quantity option. You say, okay. I want this, ticket to be labeled VIP or something like this, and then you want that price for the VIP ticket to be $75. You can fill all of that in. You can also include a non deductible amount as well. So that is something that you can include here too. So, like, if you have, like, a dinner event where there's some sort of a premium that comes with that ticket, then you will have a, the ability to say, okay. I want this to be a $75 ticket and $50 of it is nondeductible or something like that. That that covers whatever the premium is. Now you will continue to, basically add all of the additional tickets as you fill this out. Now how to select exactly which ticket quantity you're going to use is done under the field there. So when you click on select field, this is where you pull up your ticket quantity or your ticket quantity two, whichever, quantity field you are going to use for that ticket. And then, once you have added the ticket there, it will show up here and each, you'll follow the same steps for each additional ticket option that you have. And what that will do is it will say, okay. Well, here's your you know, you fill in your quantity. It will multiply that by the price of the ticket. The the, donor will see what the price of that is so that if they put in one or two, then they should be able to see based on the math under the total column that, that that will then have that ability there. So, some of the other things that are also available here oh, and this is where I can make the recommendation. It's like, if you wanted to have the additional option to say, you know, I want to make some you know, make an additional donation, then what you can do is I would use another ticket quantity field, but this time have the label say something like additional donation. You can also put in, some additional information underneath that so that it will show you, what that, you know, what the descriptor is. Oh, if you wanna make an additional donation or, or you're not able to attend or whatever the case may be, you can make the donation here. I would set that up as as another ticket quantity here with the price being $1, and then they just fill in the amount that they want. You can use the, description to provide any additional context or information. It's about the best workaround that we have. I would definitely recommend for those folks, I did see a couple people mention. The I would certainly go into the community, go into ideas, make the recommendation about the, having the additional option for a additional donation on the ticket type or on the ticket event registration form. Because I do think that that is something that we are probably at the stage now where we, would be able to to potentially consider adding that that functionality, but I would definitely, put that in through the ideas bank for certain. Some of the other things you can do on editing the form is you can go into, the add item. You can add a section. You can add images. You can add a box of text if you want to include some additional information. You can also add additional user defined fields. And when you click on to add the additional user defined fields, this is where you just select your defined fields category, and it will show you which fields are available, to be, entered into the account or into a transaction, that is created by this form. You just make those selections. You can even choose what you know, like here, my my favorite example to use for user defined field, favorite color. Well, I have a bunch of different favorite colors. I could choose to unselect the ones I don't want it to show, and then that will be able to to to help with that for sure. So that you don't if you want to have people select one option or another in a defined field, but you don't want all of the options available because maybe it doesn't apply to this type of transaction, you can certainly do that. And then here, we have, as far as, like, the, publishing the form, I always recommend to always click save, and you might wanna click save periodically as you're working on your form. You never know what might happen. You know, the power may go out. You may lose Internet. You might, accidentally close your window. Whatever the case is, I would definitely recommend to, always save your edits. But then when you're ready to publish the form, you click the, go live and that will publish the form. It once it publishes the form, it will bring you back to your list of forms and this is where you will see the direct link, that URL. So if you are using one of the general layouts, you're always able to, use that as a okay. Well, what does it look like now? Or you can use the embed code if you wanna send that over to your website person. There is also the preview button on up here on the top right of the page as well. You can always use that to see a general look of how that looks to the, people coming to the form itself. So that is, in a nutshell, basically, the, the the process as far as, you know, you would create your user defined fields for your ticket quantities, and then you will go through the process of, of creating the page itself, attach the the defined field to of your ticket types to the ticket section and then set the price for it, include any additional description information that you want. You can set up the, non deductible there as well. Now I do see that there are some questions here. Let me go back here. So, yes. So I see Madison, will Tapestry ever create a way for donor cover to not have the box, automatically selected? Our donors haven't appreciated how difficult it is to tell what they are covering, and then the pricing feels dishonest. So a couple of things about that. As Heather suggested as well, they add a line on the donation page or whichever page you want to add it on. That informs the donors that they will see the box check. What I would recommend there is to give them as much of the information as possible. If they are doing a donor cover, then it is going to be, pretty much exactly what the fee would have been. So, like, for a $100, it would be, you know, the the 2.99% or 2.9% plus 30¢ per transaction. It might be a a slightly bit more than that because it also has to cover the additional that that's adding on, but it's going to be really close to what the exact processing fee is. If you're doing Blackbaud pays, that is, usually a, either an eight, nine, or 10% add on, based on what the original donation amount is. Blackbaud actually doesn't have control over that. That is a Blackbaud merchant services, feature within the Blackbaud checkout. I know that they have probably received some commentary around, like, what that is. The thing is is that the automatically check is actually an industry standard. If you go through something like GoFundMe or or, Facebook donations, an additional percentage is automatically selected with the option to opt out of that. So I don't know if if I'm speaking as transparently as I can, not knowing the full decision making process behind it, I would not expect for that to be changed to where it would be defaulted to not be selected. But there you know, like, as Heather recommended, there are, you know, some ways that you can at least let people be aware of that before they go through the checkout process so that they know what to do when they see that. Denise, unfortunately, I don't have a sample screen of what the donor sees at checkout when the form is set to Blackbaud pays. Normally, what is, it will be like a little box that will come up that will say, you know, in in short, it will basically say, you know, this, help this organization cover the fees, and there should be an option to to opt out of that before they get to the actual process option there as well. How do you handle one ticket having different price levels, example, member or non member pricing? What I there are a couple of different ways you can do that. You could have, you could have them both on the same page. That's a little bit dangerous because as much as we would like to think that people are being honest when they're going through online forms, we also know that that's not always the case. One recommendation that I would have is for donors to or to for members to have their own separate page. That way then, you know, if they are a member, they are being directed to a page that's already taking into consideration their discount. That would be the that would be the option that I would that I would recommend. But, yeah, again, the DIY form is I mean, DIY forms are meant to be a little bit less, a a little bit in terms of their functionality, they're meant to be as easy as possible to set up with the idea in mind that there's not a whole lot of settings like that that can take into consideration. Oh, well, if somebody has a membership they need to fill in, like, a login or something like that to get their benefits or to, be automatically applied those benefits. So I you know, one thing I would say is maybe have a separate page specifically for members and, you know, already taking into account their discounts and their benefits there. Is there a way to give the option for a donor to make a pledge, like pay later? Unfortunately, no. Our DIY forms can do, now on the membership and on the event registration forms, they are just regular transactions that, are labeled essentially as gifts. But, on the donation form, we do have the option for recurring gifts, but we don't have a way to set up a pledge because of the way the pledges are set up within the database, has too many varying factors for a form to take in, to take advantage of. If you go into knowledge base, you can look up information about API with eTapestry. I know some organizations have asked a, or have hired a web designer or have their internal web designer set up API to allow for, transactions to be set up as pledges as opposed to recurring gifts or gifts. So that is possible on the API side of things, but that is a little bit more advanced than than I would even really be able to speak directly to, because that's a lot of programming on the form itself. Geoff, if we have a project that we need consultation on the configuration, can we do that with you, or do we need to reach out to a different department through Blackbaud support? I would certainly reach out to your account executive, or you can reach out to, customersuccess@blackbaud.com, and I'll make sure to get you in, the correct, hands there if you need anything like consultation or or anything like that. Can you limit the number of tickets available for purchase, event within a strict capacity limit? Unfortunately, no. That is not some that would be something that I would also recommend. Go to community and then, check out the, and then check out the, the idea section there. Need an executive registration report. Need to run a DIY registration form report and download an Excel spreadsheet to upload into upload into another event, system that shows names, dietary restrictions, user defined fields, guest, etcetera. We have four to five DIY event registration forms. I would reach out to support on that, Monique. I would just use the, chat. You would be able to get around, the chat bot by asking to speak to a support person. I would definitely recommend, I I would definitely recommend doing that because then they will be able to to help you with the, with the steps on creating that report. Is Blackbaud Pays really Blackbaud Pays? We don't nor does the customer. Do we then pay Blackbaud? I'm confused about this option. So Blackbaud pays is, what we call complete cover. So what that is is it works very similarly, again, to to kind of, bring up, like, something like GoFundMe, where I've seen this, in various circumstances in the past. Basically, when somebody has that selected on their form, when a donor comes in and says, okay. I'm going to make a donation. They have the option to make, you know, like let's say it's a $25 donation and they are then shown a total of $27.50 if they want to cover the fees that would be collected by your organization. So So I'm just gonna use the 10% model as an example here. If they agree to do that, then you're not going to be charged fees. You're going to receive the original $25. They are not going to they are charged the additional amount, which then is placed into, for a lack of a better term, a slush fund with Blackbaud Merchant Services, Blackbaud Merchant Services, who will then be able to take from that for anybody who says no. If somebody says no, you are still not paying for the fee. If if they made a $25 donation and they say, nope. I'm just gonna get $25, then the person's $2.50 will be used as part of the coverage of that person's fee and so on and so So the idea is to basically pay forward those fees. That's why it's a a little bit higher percentage than your typical donation fees would be because, at that point, it carries over to anybody who says no. And the idea is that any transaction less than $3,000, you're not paying for fees on on that, on any transactions that's coming through that form. So that's what the So, can we have a free option for an event? To do free events, then you would use the, contact form. And then that way, you would just be setting up a, registration form that says, you know, how many people are you going to be bringing along, what's your name information, and then there would not be a, a dollar amount there. But because that's a separate type of field and it would be a non transaction field, that would take away any paid options. So just keep that in mind. How to test the process from top to bottom with a dummy credit card? So the way to do that is inside your, if you go into management, my organization, and you click on, your ecommerce page, you can set your processor to test. And on test mode then, you would be able to go through the process with your card. It would not process the transaction, but it will test everything else out by sending everything over into the database. It will show you, basically the entire process at that point, but you would have to set the, you would have to set the processor on the database to test. There should be a KB article for that in the knowledge base that you can certainly take a look at. No, Kara. The, so the event, if you have a combination of free and paid, this form would not be able to do that because this form can only do paid transactions. So everything has to cost something. And with the, contact form, everything would be free and wouldn't allow for the for the additional cost, or the additional option to to pay for something. Alright. So we are at time here. I do have a, last couple of slides to go through, and then, we can, go for today. And then next Wednesday afternoon is the ask the expert. So there might be some questions that I will carry over into that session next Wednesday as well if there are any that I happen to miss. Oh, Pierre does have a good question. If you do have the option to do a cart so comparing the forms to the cart, just in real quick. The the one thing that the that the cart could do is it can combo, and it can combine a lot of things. It can do a donation along with ticket prices. It can also do a free registration as well as an additional donation or a free, event, registration plus buying things. So the cart does have more capability. The only, the the only thing with that is, the cart is a little less, editable in terms of the way it looks. So that is one thing to keep in mind that it does not have the ability to do, like, the embedding, but there are things there are certainly a little bit more functionality with cart that that you can certainly, take a look at that. As far as the report, I mean, when you're dealing with cart transactions, those are purchases as opposed to gifts. So it would just be a matter of making sure that you are querying for the right thing and then pulling the right information into the, report. The the items under cart also have the ability to have defined fields and stuff like that, that will be included as well. Alright. So, just real quick here, before I wrap things up for this week. We, do have a couple of programs here. I always recommend if people are interested in, please let me know in the chat. We have the Blackbaud Champions, very similar to how, community works where you are in a group with, other Blackbaud users across all sorts of different, platforms and and, products. There are a lot of things that we share, you know, that that help develop people's, talents as far as fundraising or as, in terms of the product that they use. It also gives you the ability to work directly with some of our, product folks as well. Definitely recommend, that if you are interested in, becoming a Blackbaud champion, just let me know. It's a great way to, to to really kind of expand your opportunities to speak with somebody from Blackbaud, to speak with other peers, to develop your own skills, with the product that you have. We also have the reference program. Now this is where we might connect you with somebody who is interested in purchasing a Blackbaud product. In this case, it would be eTapestry or Blackbaud Merchant Services that you might be contacted about. And it gives you the ability to basically talk about some of your successes, some of the things that you've done, and maybe help answer some of their questions as they're trying to figure out what, is the best solution for them. You have complete and total control over how often you get contacted. So if that's something else you might be interested in, please don't hesitate to let me know in the chat. We also have the spotlight your success opportunities. That's where if you would like to join me on a webinar to talk about some of the things that your organization has done, or if you want to contribute your story to our customer story team, or if you want to get involved with, like, writing a blog post or something like that, we are always looking for people to, share their successes as well. So if that's something else that you might be interested in, again, please let me know. Of course, you also have these resources at your fingertips. Blackbaud is going to be your training spot. Definitely recommend you taking a look at that, especially if you're relatively new. Under trending topics, we have our kind of getting started stuff, that has been recently, refreshed and updated. Customer support and knowledge base will be a great place to get those, written out step by step documents, and, also troubleshoot any any struggles that you might be having. Then with the Blackbaud Community, great place not only to share your ideas in the ideas tab for any improvements that you would like to see. One of the great things about eTapestry is that we are a mature product. So now a lot of the enhancements that we do, come directly from users, and so we adapt that into ways that we can help, make the system, work better and more efficiently for you as well. But in the community is also where you can connect with your other, peers and be able to, talk to them and and, and see what some of the things they are doing in the system. Great great way to, share ideas across, organizational lines. Because that's you know, sometimes you're, an organization is doing something that, nobody else is aware is possible or, is something that could help another organization thinking about doing the same thing but not sure how to get started. It's a great way to to build that, for a lack of a better term or to, no pun intended, to build a community. But thank you so much to everybody who attended, and thank you for all the questions that came in. I will be doing the Ask the Expert next week. You will be getting a recording in about twenty four hours. It should come in form of an email saying thank you for attending and then providing you that link. And, for those of you who I will see next week, I look forward to seeing you there in the in between time. I hope you have a great weekend coming up, and, have a great rest of your day. Thank you so much.