Special events for corporate partners often require more nuance than traditional fundraising events. Between employees, contractors, multiple beneficiary organizations, ticketing structures, and reporting needs, it’s critical to understand how campaigns, events, tickets, items, and data attribution work together.
This article addresses common questions organizations have when designing corporate-sponsored or corporate-facing events, and outlines best practices for structuring events that balance flexibility, clarity, and clean reporting.
How campaigns, events, and pages work together
Campaigns as the reporting backbone
Campaigns act as the umbrella structure in the system. They are responsible for:
Rolling up revenue
Tracking participation rates
Powering reporting and integrations (e.g., CRM)
Campaigns are where goals and participation logic live, even when activity happens elsewhere.
Events as engagement moments
Events are typically created under campaigns and represent:
Galas
Raffles
Ticketed experiences
Corporate activations
Events can also be nested under other events (for example, a raffle parent event with multiple registration child events), allowing for flexible engagement flows while maintaining a clear reporting hierarchy.
Pages and affiliation
Pages can technically exist without being affiliated with a campaign or event, but in most corporate use cases, pages should be associated with one or the other.
This ensures:
Clean reporting
Correct attribution
Proper access control
Eligibility for participation metrics
Pages can still be customized using tags, redirects, and visibility rules—even when tied to a single campaign.
Ticketing, items, and bundles: when to use what
Tickets
Tickets represent individual attendee registrations.
One ticket = one person attending
Attendee information is collected per ticket
The purchaser does not need to be an attendee
Example: An executive assistant purchases tickets for multiple colleagues—each ticket still represents a unique attendee.
Bundles
Bundles are grouped ticket purchases, commonly used for:
Tables at galas
Multi-seat sponsorships
Think of a bundle as a collection of tickets purchased together.
Items
Items are best used for:
Raffle tickets
Merchandise (t-shirts, swag)
Crowdfunding-style purchases (e.g., books, supplies)
Items are transactional and do not represent attendance.
Linking purchasers and attendees
The system tracks purchaser and attendee separately:
The purchaser is the individual who completed checkout
The attendee is the person the ticket is assigned to
This allows:
One person to buy tickets for others
Accurate attendee lists
Clean CRM attribution
If an attendee does not already exist in the system, a new contact can be created automatically, depending on integration settings.
Benefiting organizations and designation logic
Allowing choice of beneficiary
Events can support multiple benefiting organizations (GAUs), with some important considerations:
An item or ticket can be configured to benefit a specific organization
If one item benefits a fixed organization, its full amount is routed there
Remaining cart value can follow different designation rules
Tying a single designation to a single ticket while also supporting multi-designation carts adds complexity and may require additional configuration or development.
Using tags to determine beneficiary
Organizations can use contact tags (such as location or “Where Raised”) to determine:
Which beneficiary is shown
Which designation is automatically applied
Examples:
A donor tagged with a specific region only sees the organization tied to that region
The designation can be applied on the backend without requiring user selection
For users without tags, fallback rules should be defined during implementation.
Restricting access to corporate audiences
Events can be restricted using multiple methods:
Email domain restriction
Only users with approved email domains can proceed.
Team roster restriction
Only users uploaded to a predefined roster can register or purchase.
These approaches serve similar goals but differ in flexibility—especially when contractors or external participants are involved. Many organizations use a hybrid approach depending on audience type.
Items with options and inventory considerations
Today’s supported functionality includes:
Inventory caps at the item level
Collecting option data (such as size) during checkout
Best practice:
Create one item per variant (e.g., Small Shirt, Medium Shirt)
This would support a more traditional e-commerce experience and can be prioritized based on client needs.
Using tags on tickets and items
Tags on tickets and items are primarily used for:
Categorizing revenue
Reporting and filtering transactions
Example:
Tagging sponsor-level tickets as “Sponsorship” allows easy reporting on sponsorship revenue.
If you have a complex use case in mind, it’s best to discuss it during implementation.
Participation rate considerations
Participation rate is calculated only for rostered employees
Contractor participation is tracked but excluded from participation rate metrics
Participation rate is currently campaign-level only, not event-specific
Checkout behavior and user experience
Workplace giving and event registrations are currently separate checkouts
Raffle tickets and event registrations can share a checkout
Users can complete workplace giving, then continue scrolling to purchase event items—creating a seamless experience despite separate transactions
Page display rules and segmentation
Pages and sections can dynamically:
Show or hide based on user tags
Display different ticket types on different pages
Serve different content to employees vs. contractors
Example:
A “Become a Sponsor” page only shows sponsorship tickets
The main event page shows general admission tickets
Communications and automation
Events support a robust communications toolkit, including:
Ad hoc email blasts to custom segments or uploaded lists
Automated templates for:
Ticket receipts
Donation acknowledgments
Attendee info reminders
Auction notifications
All templates are pre-filled with optimized language and fully customizable.
The Features tab: critical configuration area
The Features tab controls:
Authentication requirements
User identification rules
Attendee information collection
Data access and visibility
Integration behavior
This is a key area to review when designing corporate events with complex audiences.
Corporate partner events often require balancing:
Internal reporting needs
External user experience
Multiple audience types
Flexible designation logic
By thoughtfully structuring campaigns, events, tickets, and pages—and using tags, filters, and access controls—you can design event experiences that scale cleanly without sacrificing clarity or data integrity.
If you have questions about Special Events for Corporate Partners, schedule a support call with our success team.
