Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Step-by-Step Event Guides

Learn how to set up and manage your event with BetterUnite's comprehensive guide. From event basics to ticketing, sponsorships, auctions, guest experience, and post-event reporting, our step-by-step instructions and video tutorials will help you streamline your event planning process. Explore customization options, manage payments, and enhance your attendees' experience with powerful tools and features. Get the most out of your event with BetterUnite!

Event Onboarding

**If you need additional help setting up or running your event, please review and purchase one of our  EVENT SERVICES packages so that we can best serve you.**

EVENT SETUP

Edit Event

 Your Event Setup 
Basics When & Where 🎦
Content All about your event. Input photos, videos, or already designed creative assets. 🎦
 Offers Event Offers Image Dimensions
Tickets Create your single tickets and group tickets to create Tables or Teams. You can also build sponsorships that include tickets. 
Sponsorships Let the system guide you where to create sponsorships that include tickets, don't include tickets and that include different types of tickets and other offers like Raffle tickets or fixed price Items for Sale.
Giving Levels Input your Paddle Raise or Fund-A-Need levels. You can hide these from guest view or add impact statements to each level for an additional education opportunity. 
Items for Sale Add any fixed price items you are selling at your event. 
Raffles Add your Raffle Prize and create your tickets or group of tickets for sale. 
Discount and Access  
Manage  
Checkout Options Build your checkout page and the choose the information you want to collect from each attendee.
Guest Experience Arrange and choose what your guests will see in their personal guest link. 
Email Communications  Customize all the automated emails.

SMS/Text Communications

 Basic Messaging is recommended for events with auctions.
 Page Design  
Branding and Layout Choose the layout and colors for your campaign page. Skip this if you are only using the checkout form by embedding it or linking out to it.
Customize Labels Change the names of buttons and section titles on your campaign page.
Campaign Image Dimensions See all recommended sizes of the images for your campaign page.

 

Funding

Will your organization be covering the credit card fees and/or the software platform fees. 

**Important** Choose this setting before launching the ticket sales for your event!

Event Review

 See what you missed or need to fix using our Event Readiness Check feature! 

AUCTION SETUP

Set Up an Auction Silent and Live auction setup explained.
Item Categories Create custom item categories that you can group your items into as you add them.
Add Auction Items Add auction items one-by-one.
Bulk Import Auction Items Import items from a csv or Excel file. Template is provided.

Item Print Cards		 Simple display pages that include each item's main image, item QR code, description, and starting bid.
Item QR Codes Each item's individual QR code to put on your own designed displays. 
Consignment Auction Item Shop Find expertly curated consignment items to round out your auction from a reputable shop.
Activate Auction Items How to make your auction items viewable and allow bidding to begin.

MANAGE PRE-EVENT DAY TASKS

Test Your Event   
Test Ticket Process with Offline Purchase Purchase a ticket for yourself and view all communications and the guest link for your event. 🎦
Event Communications  
Planner Tasks Create and assign event tasks to people within your BetterUnite account and mark tasks for specific events as complete.
Collecting Guest Information before your event Tools to use to collect guest or attendee information. 
Guest Experience View when guests will receive their links as well as how to send them more often if desired.
Auction Bidding by Guests Coming Soon!
Table/Team Assignment Visibility Choose when guests see their table assignment on their guest experience link. 
Pre-Event Tools   
Share & Embed Options QR codes and embed codes for your landing pages and checkout pages
Event Dashboard Learn to navigate your event dashboard to find event tools.
Guest List  
Table & Team Management  How to create Tables and/or Teams and assign guests to tables.
Check-In Set Up 🎦 For Organizers to watch before training your registration people on how to do check-in.
Check-in Training 🎦 For use in training check-in team members on how to do check-in at your event. 
Add Offline Donations or Purchases Input checks or other payment types for ticket and sponsorship purchases.
Event Checkout Training 🎦 Use to train your checkout team

EVENT DAY

Assign Bidder Numbers   How to assign bidder numbers to your attendees.
Check-In Instructions Written instructions with downloadable scribe sheets.
Look Up Guests How to find guests and their information.
Event Insights Your At-A-Glance dashboard of your realtime event fundraising.
Suggested Event Talking Points for Guests Using BetterUnite  
Quick Add and Paddle Raise How to quickly input your Fund-A-Need or Paddle Raise donations into guest carts for checkout. 
Scrolling Banner Make announcements on the guest experience page for your guests to see. 
Random Drawing Use the random name generator to choose a name from sales of any of your offers including tickets, items for sale, raffle tickets, and giving levels. 
How do I Remove or Cancel a Guest / Ticket?  
Edit Registration Edit how many tickets a person has purchased and either add or remove a "ticket" or Guest Slot to their purchase. 
Event Checkout Training 🎦 How to checkout individuals and Bulk Checkout video.
Guest Checkout and Closing your Event How to checkout individuals and Bulk Checkout.
Guest Carts View and manage what is in each guest's cart.

POST-EVENT

Event Reports View event statistics and already curated reports as well as export specific event data to Excel or CSV files.
Issue a Refund  
Add Shipping Charges to Auction Items or Items Sold at My Event  
Add Bulk Charges to Carts Add specific amount or percentages to all carts.
Resend Receipts  
Event Pledges Process and collect payments for Event pledges.
Unpaid Carts

Coming Soon!
Data Clean Up Coming Soon!
Mark Event as Complete Deactivate your event landing pages and remove the event from active status on your home dashboard, but still have access to all the event data. 

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.