Managing Agency Events as an Agency Manager

Created by Brittany Crow, Modified on Fri, Jun 28 at 10:04 AM by Brittany Crow

 Heads up! This article is intended for Agency Managers. 


Do you want to engage and grow your Agency's community? You can create events and invite individuals in your community—not just volunteers—to attend them! This is a great way to showcase your Agency's mission and vision! Events are great for things like: 

  • Celebrations, parties, and awards ceremonies
  • Volunteer appreciation events 
  • Weekly, Monthly, or Annual Workshops 
  • Events that your agency participates in that you want to invite members of the community to
    • This could be a chance to show them what your Agency is doing for the community and see what volunteer roles are available with your Agency! 

So you know: An event is not the same as a volunteer Need. It's possible you should create a Need instead of an Event. Here are the differences: 

  • Events are your chance to invite people to attend as members of the community, not volunteers. 
  • Needs are the volunteer opportunities that you post for volunteers to get involved in.
  • Volunteers cannot add hours for Events. Volunteers can only record hours for Needs. 

Here we cover: 


How to add an event

To get started: 

1. Go to My Agency > Events

2. Click Add New Event

3. Fill out the Create Event form. 

4. Click Create Event when you're done!  


Customizing your event

Be sure to fill in all required fields and include as much detail as you want in the Description field: 

  • Description: Use the description field to personalize your event's details. This can be as informative as you'd like! You can use the text editor for this field to: 
    • Include images and links
    • Add headings
    • Change your font color to make words pop! 
    • Switch to the HTML source code view and embed videos and more using HTML
      • Please note that not all embedded videos are compatible with the site.
  • Start Date/Time & End Date/Time: The dates and times you enter here reflect the date and time the event takes place.
  • All Day Event: Does your event run all day? 
    • Toggle this button to On if you don't have a determined end time for your event. 


How to enable RSVPs for events

Do you want to allow eventgoers to RSVP ahead of time? You can enable RSVPs and set a capacity if your event has limited space for attendees! 

  • Enable RSVPs: To enable RSVPs for an event, toggle this button to On
    • When you toggle this on, the option to add a capacity appears. 

  • RSVP Capacity: This is for the maximum event capacity.  
    • If you want an unlimited capacity, leave this as 0. 

So you know: 

  • Two notifications are triggered when a volunteer RSVPs for an event:
    • A confirmation email with the event information is sent to the volunteer
    • A notification is sent to you to inform you of the RSVP
  • If an RSVP capacity has been met for an event, then when someone tries to RSVP they receive a message that the event is full. 
    • Their RSVP is changed to "maybe" and you get an email notifying you of their interest in the event. 

How to edit an event

To get started: 

1. Go to My Agency > Events

2. Select the event you want to edit. 

3. Make the necessary edits and be sure to click Update Event to save your changes. 


How to clone an event

Do you have an event that your agency plans to host on multiple occasions or at different locations? 

  • For instance, maybe you host a monthly workshop or plan to host a reading event at multiple library branches. 
    • The best practice is to clone the event as a new one instead of just updating old information.
    • Cloning an event also allows you to create a unique event ID for your records and reporting. 

To get started: 

1. Go to My Agency > Events

2. Select the event you want to edit.

3. Scroll to the bottom of the Update Event page. 

4. Click Clone Event

  • A popup appears to confirm your selection. 
    • Click Yes to confirm or No to cancel. 
  • This opens a Create Event page with all of the information and settings from the original event copied over. 
  • The title includes (copy) at the end of the cloned event. 
  • Be sure to update the title with something unique to differentiate it from the original event. e.g., Do you have the same event happening at different locations on different days? Change the title to reflect the location, like: 
    • Read-A-Thon—The Gloria County Library East Branch

5. When you're done making the necessary changes to the cloned event, click Create Event to finish! 


How to deactivate an event

To get started: 

1. Go to My Agency > Events.

2. Check the box or boxes beside the event(s) you want to deactivate. 

3. Click the trash can icon beside Actions

  • A popup appears to confirm your selection. 
    • Click Yes to confirm or No to cancel.

So you know: 

  • You can also click the event you wish to deactivate and scroll to the bottom of the page to click the Delete Event button. 

  • Deactivating an event doesn't delete it completely from the Agency. 
  • If you want to reactivate a deactivated event, please contact your Site Manager to have them change the event's status from inactive to active for you. 

How to export events data

To get started: 

1. Go to My Agency > Events

2. Check the box or boxes under the ID column for the events you want to export data for. 

3. Select the export button beside Actions that you need. 

  • You can export your RSVPs or Events. 
  • When you click the export you want, it downloads as a CSV to your desktop.

The volunteer perspective

Want to see how your events appear to your volunteers? You can by clicking View for the event you want to review! 

1. Go to My Agency > Events

2. Click View for the event you wish to review.

3. This takes you to the front end where you can see how your event appears to volunteers and test out responding to it.

  So you know: The buttons to respond are only present when you have enabled RSVPs.