How to Collect Credit Card Information Ahead of Your Event

How to Collect Credit Card Information Ahead of Your Event

1. From your fundraiser dashboard, navigate to the Messaging tab in the sidebar.
2. Click Create Campaign.
3. Create a blank campaign.
4. Create a Campaign Name that will be used internally.
5. In the Recipient Group field, select Attendees Without Saved Credit Card.
6. Customize which event ticket types receive the messaging campaign under Event Ticket Type. Leave blank to send to all event ticket types.
7. Choose the Message Channel (SMS and Email) and hit Next.
8. Write your Subject Line and Email Message, prompting attendees to log in and complete their details.
9. Select your SMS Content if applicable and click Next.
10. Send yourself a test email and SMS.
11. To send immediately, click Send. To schedule the email for a future date and time, click Schedule for Later and set your preferred send time.
12. Click Send Campaign to send immediately, or Schedule Send to send at a later time.