Create an upsell

  1. From the top of any Administrator page, click Fundraising > TeamRaiser.

  2. On the TeamRaiser List page, click the Registration Upsells tab.

  3. On the Upsells list page, click Create a New Upsell. The Identify Upsell page appears.

  4. In the Administrative Name field, enter the name of the upsell. The name can include letters, numbers, and spaces.

    Note: The name cannot be changed after the upsell has been saved.

  5. In the External Identifier field, enter the external source to associate with the upsell. This can contain letters and numbers.

    Note: The external identifier cannot be changed after the upsell has been saved.

  6. In the Administrative Security Category, select the user group that has permission to edit and work with the upsell.

  7. In TeamRaiser Type field, select an existing type or enter a new value to limit the availability of an upsell to a specific set of TeamRaisers that have been grouped together.

  8. Click Next. The Configure Upsell Options page appears.

  9. In the Public Name field, enter the name for the upsell that will display to participants on the registration form.

  10. For Upsell Description, enter a description of the upsell along with any necessary information required for the upsell.

  11. For Checkbox/Select List Text, enter the text to display next to the upsell. Example text might include, "Yes, add a $5.00 timing chip to my registration fee."

  12. For the More Info Link, use Select to choose a page from PageBuilder or enter URL.

  1. For Display Information, select Checkbox.

    Note: This field cannot be changed once the upsell has been saved.

  2. For Checked Initially, select Yes to automatically display a selected checkbox on the registration form.

  3. Click Finish.

  1. For Display Information, select Select List.

    Note: The field cannot be changed once the upsell has been saved.

  2. For Available Options, enter a label for each option to display in the list.

  3. In the Pre-Selected Option, select none or the list option you would like to display by default.

  4. Click Finish.