Advancement Event Support
Event Support Request

Event Support Request

Please note: By submitting this form, this event or experience will be added to DAD and invitees will automatically be loaded into the event.

If you need support in pulling invitee lists or reporting lists of constituents, please fill out this form.

Remember to answer all the questions in as much detail as possible to ensure accuracy and efficiency when working together to make this event or experience successful. If you have questions, please contact Avery Kearns (chaveza@wfu.edu).

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Step 1 of 4

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Name of Event Contact(Required)

First Last

Email Address of Event Contact(Required)

What type of event is this?(Required)

What is the strategy behind this event?(Required)

What are at least 3 outcomes you want to achieve from this event?(Required)

Have you had a discussion with your academic or community partners about this event or experience?(Required)

Event Basics

Name of Event(Required)

Date of Event(Required)

MM slash DD slash YYYY

Event Start Time(Required)

Hours

Minutes

AM/PM

If time is TBD, enter 12:00am

Event End Time(Required)

Hours

Minutes

AM/PM

If time is TBD, enter 12:01am

Location of Event (Name, Address, Phone Number)(Required)

Time Zone of Event(Required)

Capacity for Event(Required)

Is this is a Community event (being charged to Wake Communities budget)?(Required)

Yes

Has the budget for this event been approved?(Required)

Yes

If No, Please Note: this event will not be entered until you contact Addie Proske to say the budget has been approved.

Will there be leadership at this event?(Required)

Yes

Please type the name of the leader attending the event(Required)

Consent(Required)

I understand and an email is on the way to Addie’s inbox

The invitees to this event or experience will be added to the DAD. If you have an invitee list ready to upload to DAD please email it to Addie (folkae15@wfu.edu) with the name and date of event as the subject line or share the Google Sheet with IDs. If you need support in pulling a list of potential invitees, please submit that request here.

Is there anything else we should know generally about this event?

Invitations & Registrations Support

If you want this event to populate on your community webpage, you will need an online registration – You can achieve that by selecting any of the first three options.

Would you like support creating an invitation?(Required)

Yes – Digital Invitation

Yes – Physical Invitation

No, but I want Online Registration

Digital Invitations

The draft of the invitation will be shared with the email recorded from the beginning of this form. When selecting an invitation send date, do not select a date for the send that you will be out of the office.

Will you send this invitation?(Required)

Yes

No – I would like to go through BBIS

If sending via BBIS, what name would you like the email to come from?(Required)

Wake Forest University

WAKE[Community Name]

Other

If Other, please specify(Required)

What date would you like the invitations to be sent?(Required)

MM slash DD slash YYYY

Is there a host for the event?(Required)

Yes

If yes, does the host want to be included on the invitation?

Would you like us to send a reminder email?(Required)

Yes

If yes, what date would you like the reminder email sent?

MM slash DD slash YYYY

How are you recording RSVPs?(Required)

Via Email – I will record and update the event registrations in DAD

Via Online Form

Other

If Other, please specify(Required)

Physical Invitations

The draft of the invitation will be shared with the email recorded from the beginning of this form.

Will you send this invitation?(Required)

Yes – I will take the printed materials and stuff, stamp, and send them

No – I would like Addie to take the printed materials and stuff, stamp, and send them

Other

If Other, please specify(Required)

What date would you like the invitations to be sent?(Required)

MM slash DD slash YYYY

Is there a host for the event?(Required)

Yes

If yes, does the host want to be included on the invitation?

Would you like a digital reminder email sent by Addie/Madison?(Required)

Yes

If yes, what date would you like the reminder email sent?

MM slash DD slash YYYY

How are you recording RSVPs?(Required)

Via Email – I will record and update the event registrations in DAD

Via Online Form – QR Code for ease of registration

Other

If Other, please specify(Required)

Online Registration

Please note that all online registrations will require the constituent to sign in via Wake Network and require all guests names.

Public Title / Name of Event(Required)

What would you like in the description?(Required)

Invitation language for the event

Nothing – Keep it blank

Other

If Other, please specify(Required)

What date should online registration open?(Required)

MM slash DD slash YYYY

What date should online registration close?(Required)

MM slash DD slash YYYY

How many guests can a registrant bring?(Required)

Is this an open invitation?(Required)

Yes

Anyone within the population of invites can see the event and register

Do you want a waitlist?(Required)

Yes

Would you like this event to populate on your Wake Communities Webpage?(Required)

Yes

Anything else regarding online registration?

Briefing Documents Support

Do you need support with creating / drafting a briefing document?(Required)

Yes

Briefing Documents

All provided briefing documents will be provided in the general leadership format. If there is a different formatting you would like utilized (or leadership would like utilized), please sent a copy of it to Addie & Avery with the event name in the subject line.

The completed briefing document will be shared with the event contact. It will be up to the event contact to share the briefing document with the necessary stakeholders.

What information would you like included in the briefing document?(Required)

What date would you like the briefing document shared with you?

MM slash DD slash YYYY

Do you need support pulling baseball cards (prospect cards)?(Required)

Yes

Baseball Cards

What date would you like the baseball cards to be downloaded and shared with you?(Required)

MM slash DD slash YYYY

What email(s) should the baseball cards be shared with – other than the event contact?(Required)

Please note: these are not to be shared externally

Anything else regarding baseball cards?(Required)

Host Gift Support

Do you need support in getting a host gift?

Yes

Regarding Host Gifts, if you plan on purchasing a gift once you arrive and DO NOT need wrapping supplies, please select “No”.

What ideas do you have for a host gift?(Required)

See this Inventory list for ideas.

If considering a gift from campus, how do you want these items?

Mail to Host

Mail to Hotel

In Person (leave in workspace)

If mailing, what address should I ship the items to?

If mailing, what date would you like the package to be mailed?

MM slash DD slash YYYY

Please accommodate for any holidays, weekends, government shutdowns, etc.

If mailing, would you like the tracking information?

Yes

Do you want the gift wrapped?(Required)

Yes, please wrap it for me

Yes, please give me the material to wrap the gift(s)

No, thank you

Is there anything else regarding host gifts?

Swag / Materials for Event Support

Do you need support in gathering swag / materials for the event?(Required)

Yes

What swag items would make your event successful?

What additional materials do you need to make this event successful?

How would you like the requested items?(Required)

Mail to Host / Location

Mail to Hotel

In Person (Left in Workspace)

If mailing, what address should I send the items to?

If mailing, what date would you like the package to be mailed?

MM slash DD slash YYYY

Please accommodate for any holidays, weekends, government shutdowns, etc.

If mailing, would you like the tracking information?

Yes

Is there anything else regarding swag and materials?

Name Tag Support

Do you need support in putting together name tags?(Required)

Yes

The default name tag template will be First Name, Last Name, Years, and Giving Society Information with the WFU Logo at the top, if selecting printed name tags.

What type of name tags do you need?(Required)

Printed and in Plastic Sleeves

Sticky Blank Name Tags

Other

If Other, please specify(Required)

How would you like your name tags?(Required)

Mail to Host

Mail to Hotel

In Person (Left in Workspace)

Anything else regarding name tags?

Additional Support?

Is there any additional support do you need that hasn't been covered?

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UA Help Desk

Event Support Request

Event Basics

Invitations & Registrations Support

Digital Invitations

Physical Invitations

Online Registration

Briefing Documents Support

Baseball Cards

Host Gift Support

Swag / Materials for Event Support

Name Tag Support

Additional Support?

Where to start

Get to know WFU

Resources

Support Wake Forest

Wake Forest Giving Societies