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How To EMS-20170724 · Save Africa Contacts Givergy.c om Admin Logout Agent One emo ven UK Demo...

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How to use the Event Management System [email protected] www.givergy.com 1. Sign in a. b. c. 3. Create or edit a pledge a. b. c. d. e. 5. Manage payments If Givergy are collecting payment from your guests on your behalf, you can track this: a. b. 6. Edit your online auction If we have built you an online auction you can edit the copy: a. b. c. 4. Download reports a. b. c. Click on ‘Reports’ Click on ‘Downloads’ Download the report you want Create or edit an auction item a. b. c. d. e. 2. Go to: uk.givergy.com/manage Login with the username/password provided by your Account Manager Click on your event name to be able to manage your event Click on ‘Pledges’ Click ‘Create New Pledge’ or click on the pencil to edit an existing one Fill in the relevant details. For more info please watch this video Once all changes are made, ensure the status is set to ‘Active’ Click 'Save' Click on ‘Payments’ to view a summary page Click on ‘Guests’ to view who has or hasn’t paid Click on ‘Mobile’ Click on ‘Home’ or ‘Additional Info’ Edit the text in the boxes provided and click ‘Save’ Click on ‘Lots’ Click ‘Create New Lot’ or click on the pencil to edit an existing one Fill in the relevant details. For more info please watch this video Once all changes are made, ensure the status is set to ‘Active’ Click 'Save'
Transcript
Page 1: How To EMS-20170724 · Save Africa Contacts Givergy.c om Admin Logout Agent One emo ven UK Demo Event - LDCF len ne Client One TRANSFER ID gen ne Agent One CLIENT RMHC Client One

How to use the EventManagement System

[email protected] www.givergy.com

1.

Sign ina. b.

c.

3.Create or edit a pledgea.b.

c.

d.

e.

5.

Manage paymentsIf Givergy are collecting payment from yourguests on your behalf, you can track this:

a.

b.

6.

Edit your online auctionIf we have built you an online auction youcan edit the copy:

a.b.c.

4.

Download reportsa. b. c.

Click on ‘Reports’Click on ‘Downloads’Download the report you want

Create or edit an auction itema.b.

c.

d.

e.

2.

Go to: uk.givergy.com/manageLogin with the username/passwordprovided by your Account ManagerClick on your event name to be ableto manage your event

Click on ‘Pledges’ Click ‘Create New Pledge’ or click on the pencil to edit an existing one

Fill in the relevant details. For more info please watch this video Once all changes are made, ensure the status is set to ‘Active’ Click 'Save'

Click on ‘Payments’ to view asummary pageClick on ‘Guests’ to view who has orhasn’t paid

Click on ‘Mobile’Click on ‘Home’ or ‘Additional Info’Edit the text in the boxes providedand click ‘Save’

Click on ‘Lots’ Click ‘Create New Lot’ or click on the pencil to edit an existing one

Fill in the relevant details. For more info please watch this video Once all changes are made, ensure the status is set to ‘Active’

Click 'Save'

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