Registration campaigns provide powerful opportunities for individuals, local businesses, and community organizations to sign up, participate, and engage with your events or initiatives. Below, we’ll walk you through the steps to set up your campaign and start attracting participants.
Steps for Creating a Registration Campaign:
1. Select Create Campaign
In your Campaigns Tab select the blue Create Campaign button in the upper right corner of your screen. Select the Registration option to start from scratch or search/choose a specific Registration Program Template.
2. Enter Campaign Overview Information
Title:
Use this field to give your Registration Campaign a clear, descriptive name — for example, “Food Vendor Registration” or “Community Fun Run Registration.” Choose a title that clearly reflects the type of event or activity and its purpose.
Description:
In this section, describe the purpose and goals of your Registration Campaign. Explain what participants will gain by registering, what community or organizational initiatives they’ll support, and why individuals, businesses, or groups should get involved. This is your opportunity to showcase the value of participation and inspire people to sign up.
Add Guidelines:
Outline any program guidelines such as registration requirements, participant eligibility, deadlines, or event-specific rules. Clear guidelines help set expectations, ensure transparency, and make the registration process simple for participants. This section can also remain blank if not needed.
Add Dates:
If your registration campaign runs on a specific timeline, use this section to include important dates — such as registration start and end dates, event dates, or deadlines for special opportunities. You can leave these fields blank for ongoing or rolling registration campaigns.
Campaign Map:
This feature is typically not enabled for registration campaigns, as there are no physical items to display on a map. However, if your campaign involves specific locations such as vendor registrations, you can enable it to help participants visualize where vendors will be located.
3. Add Photos & Documents
Add high-quality photos to your Registration Campaign and any supporting campaign documents. Below are a few ideas for the types of photos and documents to include:
- Photos from previous events or participant activities
- Themed images that reflect your event or program
- Photos of the venue, activities, or experiences participants will take part in
4. Choose Who Should Receive Notifications
When creating a campaign, you must have a notification recipient. The notification recipient is the designated person who will automatically receive email alerts when someone participates in the campaign. To learn more about managing notifications, click here.
5. Enter Settings Information
Select Disbursement Account:
Select the disbursement account to indicate where collected funds should be routed. This ensures the SeeMyLegacy Finance team deposits campaign contributions into the correct account.
Generate Tax Receipt:
The generate tax receipt option will determine if a participant receives a tax receipt automatically upon purchase. If enabled, the email will automatically be sent. If it's not enabled, the email will not send. Click here to view an example of a tax receipt.
Note: All contributions to cities + non profits are tax deductible if for the public benefit. Supporting article for reference.
Generate Public Recognition Cards:
Enable this option if you would like public recognition cards automatically created for each registration. These cards will appear publicly, allowing contributors to be recognized for their support. This option can also be turned off.
Campaign Visibility:
Use this setting to control who can view your campaign:
-
Private:
Keeps your campaign hidden from the public. -
Public:
Makes your campaign visible and accessible to your community.
6. Add Registration Options
Add, edit, sort, or remove Registration Options to keep your offerings current and organized
Add Registration Options:
Easily add new sponsorship options to your program by selecting the “Add Registration Option” button. Need more guidance? Click here for the complete guide for step-by-step instructions.
Once your Registration Options are added, you can sort, edit, or remove them at any time to keep your list organized and up to date.
7. Save and Create Your Registration Campaign
Once you have filled in all of your program details, create your Registration Option by hitting Save. After saving you can review your new Registration Campaign or go back to the Campaigns Tab.
Registration Examples
Explore our template library filled with inspiring registration campaign examples—click here to browse and find the perfect fit for your needs!