Checklist to Launch your Ticketed Event with Trellis

Planning a ticketed event? This checklist will walk you through the essential steps to launch smoothly and start selling tickets with confidence.

• Ensure Payments Are Enabled

  • Confirm that Stripe Connect is fully set up

  • Complete all required fields in your Organization Profile

• Set Up Your Event Tickets

  • Configure single or grouped tickets, pricing, and availability

• Decide Whether to Send Automatic Event Reminder Emails

  • Enable or disable reminders from the Event Settings panel

• Add Custom Fields (Optional)

  • Use custom fields to ask registrants event-specific questions during checkout

• Set Up Your Thank You Message

  • Customize the post-purchase message shown to attendees

• Design and Display Your Event Details

  • Make sure your event date, time, and location are clearly shown on your homepage

• Update Your Fundraiser Information

  • Click Edit and enter your event details under Event Settings

  • Scroll down to confirm that the correct email contact is listed for donor inquiries

Make sure you click edit and enter the date and location of your event under event settings

On the same location, scroll to the bottom and make sure you have the right email contact for donors

Here are some optional features you might want to include!

• Enable Donations at Checkout

  • Ask attendees if they’d like to include an additional donation when purchasing tickets

• Set Up Tax Receipts

  • If part of your ticket price qualifies as a donation, connect a tax receipt template

  • Make sure your Organization Profile is complete—missing info can cause receipts to fail

• Add Call-to-Action Buttons

  • Highlight ticket sales with a visible Tickets button under Header Design

• Enabled tickets button under header design
  
  

Feature Your Sponsors

• Add a Sponsor Section to give visibility to event partners

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Click next above on how to monitor your event ticket sales