Event Creation
Events are how we track volunteer participation in specific volunteer activities ranging from attending a house party to knocking on doors. Repeating events are those that happen at the same time every week such as the phone banks and canvasses that happen regularly.
Here are some reasons you might need to make a one-off event:
A phone bank or canvass that is happening at a different time than any other location
A single community meeting such as a house party or office opening
A candidate listening session
A community event, such as a parade
Here are the steps to make a one-off event:
Note: If you are creating an event at a location you have used before in My Campaign, skip steps 1-3.
Step 1: On the left-hand side of the main page of My Campaign, click “Events” in the “Administrative Menu” and then click “Locations” from the drop down menu.
Step 2: Search the address of the location that you would like to use for your event to see if it’s already been added to My Campaign. It’s best to try searching with just the city first.
Step 3: If the location does not exist yet, go to the upper right-hand corner of the screen and click “Add New Location.” On the next screen, add the name and address of the event location. You can leave the zip blank if you don’t know it, as the VAN should fill it in.
Private residence: “[City] [Last Name] Home” Ex: Frankfort Volunteers Home. This will keep the home owner’s name from displaying on the public website.
Public location for a location that exists in more than one city: “[City] [Name]”, such as “Frankfort Starbucks”.
If the public location name is unique, then you can just use the name, such as “KY State Univ.”
Step 4: Go back to the main page of My Campaign and look for the “Events” block on the lower right-hand corner. Click “Create New Event.”
Step 5: Select the appropriate event type for the event you want to create.
The event types you should use are “canvass,” “house party,” “office” (for clincher card writing events), and “phonebank.” If you want to create an event that doesn’t fit into one of these event types, please reach out to discuss the best event type to choose.
Step 6: Enter the name of your event, the start date and time, and end date and time (for all events you are creating, the start date and end date should be the same. Then click “Next.”
Step 7: Select the number of shifts at this event. If you are using multiple shifts, you’ll have to indicate the start and end time of each. When you’re finished, click the “Location” tab. Use shift naming convention of Morning, Midday, Afternoon, and Evening.
Step 8: Click “Add Location” and then search for the address of your event’s location in the search box that pops up. Then click the blue “Add Selection Locations” button.
Step 9: Click the “Roles” tab and select only the appropriate roles for your event type. Next, click “Finish.” (See correct roles for each event type).
Step 10: The final step before hitting “Finish” and creating your event is the “Sharing” section. “Others can edit this event” should always be selected.
