To define advanced miscellaneous options for an event

  1. To access the Advanced Miscellaneous Options page:

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

    2. On the TeamRaisers list page, click Edit from the Actions column of the appropriate event.

    3. From the options along the left on the Identify TeamRaiser page, click the Select Event Options task.

    4. From the Related Actions on the Event Options page, click Edit Advanced Options.

    5. From the options along the left on the Advanced Options page, click Define Misc Options.

  2. On the Define Misc Event Options page:

    Note: Some event options shown here may not display if the corresponding site option is not enabled.

    1. For Current Team Members Visible in Address Book and Team Roster of Participant:

      • Leave the Yes option selected to display the name and email address information of all people who are registered on the same team as the participant in their Contact List in their Participant Center and team roster they can display.

      • Or, click the No option.

      • Or, click the Captains option to display this information for Team Captains only.

    2. For Past Teammates Visible in Address Book of Participant:

      • Leave the Yes option selected to display the name and email address information of all people who are registered on the same team as the participant in their Contact List in their Participant Center.

      • Or, click the No option.

      • Or, click the Captains option to display this information for Team Captains only.

    3. For First Followup Interval for Autoresponders, leave the default to have the system send the first follow-up autoresponder to each participant 7 days after their registration is processed.

      Note: The Followup Autoresponders are blank and disabled by default so they are not sent until you enter content and set them to Send. Typically, these messages are used to help keep participants involved and offer suggestions for next steps. For details, refer to Managing Autoresponders.

    4. For Second Followup Interval for Autoresponders, leave the default to have the system send the first follow-up autoresponder to each participant 14 days after their registration is processed.

    5. For Third Followup Interval for Autoresponders, leave the default to have the system send the first follow-up autoresponder to each participant 28 days after their registration is processed.

    6. For Fourth Followup Interval for Autoresponders, leave the default to have the system send the first follow-up autoresponder to each participant 42 days after their registration is processed.

    7. For Gifts Can Be Confirmed All At One Time, click this checkbox to display the Confirm All button or link on the Gift Lists. If the checkbox is blank, Event Administrators and Managers must confirm each gift in the list.

    8. For Event Shortcut URL DNS Display Name, enter the name of the domain name server that will display to event administrators and managers who are customizing the event URL.

      Note: Redirecting the event shortcut URL requires additional setup in the Virtual Domain Manager to create new domains and to set their prefixes. For details, contact Luminate Support .

    9. For Event Shortcut URL Prefix, enter the string to add as a prefix to the internal shortcut URL to the event if Event Managers or administrators are customizing the event URL.

      Note: Note: Redirecting the event shortcut URL requires additional setup in the Virtual Domain Manager to create new domains and to set their prefixes. For details, contact Luminate Support.

    10. For Rich Text Editor Available for Content in Suggested Messages, click this checkbox to replace the plain text content area with the HTML Editor that allows event administrators and managers to format content in an email message created in the Suggested Messages area, and then click the appropriate checkboxes to allow participants to paste in links or images into the HTML Editor. You must select this option for Participant Center 2 (PC2). See About the Rich Text Editor in the Participant Center.

    11. For Rich Text Editor Available for Content in Participant Pages, click this checkbox to replace the plain text content area with the HTML Editor that allows event administrators and managers to format content on the Personal Pages, and then click the appropriate checkboxes to allow participants to paste in links or images into the HTML Editor. You must select this option if you plan to enable Participant Center 2 (PC2). See About the Rich Text Editor in the Participant Center.

    12. For Top Teams List Page, click this checkbox to change the default page into a Top 100 Team List page that increases the visibility of the top teams whose fundraising accomplishments may help promote competitive fundraising among teams in an event. (Note: If the checkbox is blank, the default Top Teams page is displayed.)

    13. For Maximum Image Size for TeamRaiser Image Library, enter the maximum "width x height" size (in pixels) for images uploaded to the TeamRaiser Image Library to change from the default specified in the site options (typically, 600x600 for large images). If the field is blank, the default set in the site options will be used.

    14. For Participant Center Email Bounce Notification, click this option to send an email notification to a participant that explains why an email from their Participant Center was not sent (for example, the mail application server was too busy or the email address was not valid). If the checkbox is blank, the participant is not notified of bounces.)

    15. For Personalized Salutation for Emails Sent from Participant Center, click this checkbox to display the Add Personalized Greeting checkbox that allows a participant to insert a personalized salutation (such as Dear Pat) as the first line in each email message sent from their Participant Center. If the field is blank, the checkbox does not display.

    16. For Local Company and Team Recruiting Goal, leave this checkbox selected to display fields for entering the number of companies and teams your organization expects to recruit for this TeamRaiser event. If the checkbox is blank, the fields do not display.

    17. For Local Company Fundraising Goal, leave this checkbox selected to display field for entering the amount of money the company expects to raise for this TeamRaiser event. If the field is blank, the fields do not display.

    18. For Page Component Styling:

      1. Click the checkbox to use a cascading stylesheet (css) to customize components that display on TeamRaiser pages, such as status indicators and donor walls.

      2. For Thermometer Progress Meter, click the More and select an alternate graphical representation option to replace the default thermometer.

    19. For Event Creation Email Alert, enter the email address of an administrator who should receive the notification to review and publish an event created by a constituent.

    20. For Single Locale (Displays only when Multiple Locale Support is enabled in the product configuration), click the checkbox to display all page content for the event in the default site locale to avoid displaying blank pages or a mixture of localized and default locale pages to participants who have a preferred locale selected but localized content for all pages in that locale is not provided.

  3. Click Finish.