Your Checklist to a Successful Virtual Event!

Your Checklist to a Successful Virtual Event! Use this checklist to make sure your virtual event is set up for success!

We've supported 100s of virtual and hybrid events, and we know a thing or two about how to make sure yours is a success! Use our checklist in your final few days before the event to make sure you've checked all the boxes, crossed all the t's and dotted all your i's!

Event Logistics

  • Are you using Trellis Live Streaming or Live Giving?

    • If so, have you booked an onboarding call around Live Streaming or Live Giving?

    • Do you have someone dedicated to handling the Trellis portion of your event (Live Streaming or Live Giving)

  • Host an event dress rehearsal

  • Brief all support staff and volunteers about the event schedule and their roles

Event Flow

  • Confirm your speakers and entertainers know how to access support on the day of your event

  • Confirm the event schedule with all speakers and entertainers

Donor Engagement

  • Do you have enough guests attending to ensure a successful event?

    • Statistics show 65% of ticket purchasers will attend the event

    • 6% of page viewers will bid with your silent auction

  • Communicate key details with your donors leading up to the event

    • Use this email campaign template to get you started!

    • If your event is password-protected, share the password with your donors at least 24 hours in advance.

  • Share instructions about how to 'log in' and participate in your event

    • Share this video before the event, and in your event pre-show!

  • Make sure donors know how to get support on the day of the event

    • We recommend having a Donor Support Lead to answer technical questions like how to log in, bid, or engage with your event.

As you get ready for your event, our team is here to help you along the way! Use the chat icon to connect with our team and we'd be happy to help!

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