FrontStream’s new Peer-to-Peer Event Template, powered by the Panorama Event Builder, makes it easier than ever to create beautiful, branded fundraising pages. Please note that the new content editor is only available in the new P2P template.
Here’s a step-by-step guide on how to create and manage content in the new Event Template:
- Opening your event in the event builder
- Saving your work
- Adding a Banner
- Adding and editing content in your template
- Adding background images and color
- Adding a donor listing
- Adding a scoreboard
- Creating and editing Donate and Participant pages
Creating and editing Donate Pages
Creating and Participant Pages
Opening your event in the Event Builder
Step 1: Once you’ve used the Event Set-up Wizard to set-up your new event, click on the ‘Events’ tab at the top of the page, find your saved event and click on it to open.
Step 2: Click on ‘Content’ in the left navigation menu.
Step 3: Click on ‘Start up & Password’ under event details and click on ‘Event Home Page’. This will open your template in the Event Builder.
Once you have opened your event template in the Event Builder you will be taken to a page that looks similar to the one below. At this point, your template will look pretty basic but you can use the content tab to quickly and easily customize the content of your event.
Saving your work
Before we dive into how to start designing your event template, it’s important to note that every time you go through the steps below you must save the changes you make to your template. This is a really simple process but also one of the most important steps you can take.
Once you’ve added any type of content, image, background color, etc. go to the top right side of your event template page and click on the orange ‘Save’ button.
You will get a ‘√ Page Saved’ message like in the image below.
You can also Publish and Unpublish your event from the event editor.
A published event will be available to the public. An unpublished event will not be available to the public and will display the Event Closed page.
Adding a banner
In the banner section you can add or remove an image, set your background color, or use the toggle buttons to turn settings such as progress bar, unverified donations, and calls to action on or off.
Step 1: Click on the pencil icon located in the left navigation to bring up your content tools.
Step 2: Click on the banner dropdown menu and then click on ‘add banner’.
Step 3: Upload an image from your saved files to use as your banner.
Step 4: To change your background color click on the circle next to ‘background color’. You can click anywhere in the spectrum pop-up to choose a new color or enter a specific RGB color code at the bottom. When you are finished click on ‘close’.
Step 5: Save your work!
Adding and editing content
Now that you’ve added a banner and set your background color, you’re ready to add content to your template.
Step 1: Click on ‘Add content’ under the ‘Banner’ dropdown.
Step 2: Select the type of content you would like to add and click on the ‘add’ button to save your changes. At this point, you can go through and add all the content types you’d like for your page. If you decide you don’t want a certain content type, you can go back at any time and click on the ‘remove’ button to delete that content section.
Step 3: Once you have added all your content types you can go in and edit and add text directly on your event page. You can do this by hovering over each content type to bring up the pencil icon. Click on the icon to go back into the content editor to make any changes to your content types such as size and background color. Be sure to click ‘add’ each time to save your changes.
Step 4: Save your work!
Adding background images and color
You can add images and background color to your template to customize it and make it consistent with your branding.
Step 1: To add an image click on ‘Add Content’ and ‘Select Type’ in the content section of the editor.
Step 2: Choose ‘Single image’ or ‘Image Gallery’ depending on what you would like to add.
Step 3: Click on the ‘Add Image’ button and upload your chosen image(s) from your computer. Be sure to click the blue ‘Add’ button once you have uploaded your image(s). You can come back to this section later to remove or replace the image(s).
Step 4: You can add background color to your image or image gallery. Scroll down below the image(s) you just added and click on the circle beside the ‘background color’ section.
Step 5: Click anywhere in the spectrum pop-up to choose a new color or enter a specific RGB color code at the bottom. When you are finished click on ‘close’. You should see your changes appear in real-time in the ‘Edit View’ of your template page.
Step 6: Save your work!
Adding a donor listing
Step 1: Staying within the content section of the editor you’ll click on ‘Add Content’ and select ‘Donor Listing’ from the dropdown menu.
Step 2: Choose how many donors you would like to be listed on your page and click ‘Add’.
Step 3: You will also have the option of including or excluding unverified donors from your list by checking or unchecking the ‘Include Unverified’ box.
Step 4: If you wish to set a background color for your donor listing section then click on the circle beside the ‘Background Color’ section and follow the same process outlined above to set your background color.
Step 5: Select the size you want your donor listing section to be for your template and click ‘Add’. You will see your ‘Donor listing’ show up on your template in real-time when in ‘Edit View’. Your listing will appear similar to the image below. You can edit the title by clicking in the text box and making your changes directly on your template.
Step 6: Save your work!
Adding a scoreboard
You can easily add a scoreboard to recognize your top supporters.
Step 1: Staying within the content section of the editor, click on ‘Add Content’ and then select ‘Scoreboard Individuals’ as your content type.
Step 2: Again, you will have the option of including or excluding unverified donors from your scoreboard by checking or unchecking the ‘Include Unverified’ box.
Step 3: Next you’ll want to choose how many top donors you want to appear on your scoreboard. You can toggle on the ‘Pagination’ button to automatically populate your top donors or you may toggle off this option and choose the exact number to top donors you would like to appear on your page.
Step 4: Select the size you want your scoreboard section to be for your template and click ‘Add’. Your scoreboard will appear in real-time on your template and you can edit your title by clicking into the text box directly on your template.
Step 5: Save your work!
Creating and Editing Donate and Participant Pages
The Panorama Event Builder also makes it easy to create and edit Donate and Participant pages in your template.
Creating and editing Donate Pages
Step 1: To create your Donate Page click on the Pages icon in Event Builder. Click on the ‘Donation’ drop-down menu and click on ‘Donation Forms’.
Step 2: Choose the type of Donation Form you would like to create. You can choose from ‘Direct Donation’, ‘Solicited to Individual’, or ‘Solicited to Team’.
Step 3: Once you are in your Donation Form template you can use the Content section of the Event Builder to edit your form much like you did your event homepage. Use the toggle buttons to update different sections of the form including Donation Amount, Donation Information, Contact Information, Matching Gifts, and Payment Information.
- Donation Amount - Invite donors to pay the processing fee and add a minimum donation amount to your donation pages
- Donation Information - Choose what information you would like to capture from your donors. For example; Title, Middle Name, Last Name, etc.
- Contact Information - Enable the option to collect your donor's phone number and confirm their email address
- Matching Gifts - Enable corporate gift matching
- Payment Information - Allow donors to request a tax receipt and edit tax receipt settings.
Step 4: To add ‘Survey Questions’ click on the Survey Question drop-down menu and click on ‘Add Question’. You will be taken to the Event Page where you can edit user-defined fields. Update the information on the form and click ‘Submit’.
Step 5: You can edit content directly on the page by clicking in the text boxes. Once you’ve updated the content and click the orange ‘Save’ button in the upper right-hand corner of your screen.
You have the ability to rearrange the sections on your Donation Page.
To rearrange the sections Click & Drag the sections using the dots on the left of the section. Once arranged in the preferred order, Save your changes.
Creating and editing Participant Pages
Step 1: To create and edit Participant Pages click on the ‘Pages’ icon in the Editor. Then click on the ‘Event’ drop-down menu and choose ‘Participant’.
Step 2: You can edit your Participant Page by clicking into the ‘Editor’ section of your Event Builder or by clicking directly into each section on your page.
Step 3: If you click into the ‘Editor’ or directly into editable sections of your template you will see a dropdown menu like in the image above. From here you can add an image or a video the same way you did on your event home page.
Enable or disable the Fundraising Goal by clicking into the Fundraising section.
Step 4: To add an image click into the image section of your template or on the ‘Editor’ icon.
Step 5: Select ‘Image Gallery’ and click on ‘Add Image’. Choose the images from your computer you would like to add and click ‘Add’. If you choose three or more images you will be given the option of displaying your images in a Grid or Carousel style. Once you have chosen your style click on the orange ‘Save’ button in the top right corner of your screen to save your work.
Step 6: To add a video click on the ‘Video’ drop-down menu. Copy and past your video URL into the box and click ‘Add’. Don’t forget to save your changes by clicking on the orange ‘Save’ button in the top right corner of your screen.
Step 7: To customize your message board click on the ‘Message Board’ drop-down menu. Using the toggle buttons, you can choose to turn off your message board completely, show donations, or show messages. You will be able to view your changes in real-time as you update your message-board settings.
That’s it for this overview of how to add and manage content in your Panorama Event Template using the Event Builder. Now you should be well on your way to building a beautiful event page that your fundraisers will love!
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