Event Help

The “Event Help” tutorial streamlines the design and setup of events in BBIS.
Follow the steps outlined below to create and setup your event for hassle-free functionality.

Check List for Events:

Work Order Submitted
Event Fair Market Value (FMV) created and approved by supervisor for paid events
Event created in CRM and registration setup in BBIS.
See below for on-screen confirmation and email confirmation code templates
Add Open Graph Meta Tags as desired for optimizing the page for appearance on social media. See instructions and code for this below
FMV sent to Records & Gifts for approval, mapping and testing for paid events
Note: Event MUST be in BBMS Demo for Testing
After approval from Records & Gifts – event MUST be switched to BBMS Live

Social Media Optimization

If you are creating a page in BBIS that you want to share on social media, follow these steps to make your page more friendly for social sharing.

Instructions and Example

Next Steps:

When you have finished the rest of the page, add an Unformatted Text part somewhere on the page. For consistency with other pages, add it just above the main content area.
Use “og” in the name of each part so they can be filtered more easily. For example, on the Knight Line story page (ucffoundation.org/knight-line-care-calls) the part is called “standalone – lead story – knight line – og”
When the editing window for the part opens, check the “Show advanced options” box at the bottom.
Paste the code and modify the pieces in the “” for your event.
In the “Placement in HTML” dropdown, select “In the <head> tag”

For example, on the Knight Line story page, the code looks like this:

<meta property=”og:image” content=”https://www.ucffoundation.org/image/miscellaneous-site-images/knightline-callers.png” />
<meta property=”og:title” content=”During Pandemic, Knightline Student Calling Center Focuses on Caring, not Fundraising” />
<meta property=”og:description” content=” “Our goal is to let [alumni] know we still care about them, wanting to know how they’re doing after graduating and letting them know about things going on at UCF,” says student Ilyssa Appleman.”/>
You can find the URL for the image either by looking in the code for the page or by finding it in the BBIS image library and copying its URL. You can also right-click on the image, open it in a new window, and then copy the URL from the browser address bar.
Click Save

Code

BBIS Confirmation Page

Use the following template for the on-screen confirmation display.

Instructions and Example

Copy the code below
Check the box for “Use custom confirmation screen”
Click “View” then “Source Code”
Delete the existing code and past the code you copied
Save
Edit the text in the editor window

Code

<center>
<h1 style=”text-align: center;”>Thank You for Registering!</h1>
<h3 style=”text-align: center;”>We look forward to seeing you on [date]! </h3>
<h3 style=”text-align: center;”>An email confirmation will reach you shortly. Please contact us at [email] if you have any questions.</h3>
</center>

BBIS Email Confirmation

Based on your event type and needs, pick your template for the confirmation/acknowledgement email.

Instructions

Choose your preferred template – UCF Alumni or Advancement & Partnerships.
The button link will open an html file that you will use to replace the BBIS confirmation email
Copy the code so you can use it in BBIS
Next – open the acknowledgment email in BBIS
Click “View” then “Source Code”
Delete the existing code and paste the code you copied
Save
Edit the text in the editor window
Make sure to replace the email link with the one you want to be used
Make sure to save your edits

Code

Example