Events List

Events help raise awareness for your mission, engage new constituents, and encourage donations. After an event, follow up with participants to thank them and offer ways to continue their relationship with your organization.

Note: You can add and manage events in Raiser's Edge NXT from the database view or web view. For tasks to create and manage events in the web view, see Events Tasks.

From Events, Overview, you can manage a list of events and open their records. To open a record, select the event name. On an event record, you can manage details such as location, fees, and participants. For more information, see Event Records.

As you work with the list, select which events and information to view. To view only events that share characteristics, select Filters. For more information, see Event Filters. To choose which information to display in the list, select Columns.

Note: To view and manage the list of participants and guests who registered, attended, or were invited, select a participant count. For more information, see Participants.

Add an event

  1. From Events, Overview, select Add event.

  2. Enter the name and description.

    Tip: If the event is online, enter the virtual meeting link in the Description. When registrants download events to their calendars after they complete online registration forms, the link appears with other event details.

  3. Under Category, choose the type of event, such as golf tournament or annual fundraiser.

    Note: Manage event categories from Events, Events settings or from Control Panel, Tables. For more information, see Events Settings and Tables.

  4. Under Group, choose how your organization groups the event, such as alumni events or training sessions.

    Note: Manage event groups Control Panel, Tables. For more information, see Tables.

  5. Select the start and end dates and times.

  6. Select Save.

  7. From the list, select the event's name to open its record and enter additional details.

Export a list of events

To compare and analyze data across events, export the list of events to a spreadsheet application, such as Microsoft Excel or Google Sheets. From Events, Overview, select Export. When the export completes, select Download file.

Delete an event

To keep your data tidy, delete events you no longer need. From the event's menu in the list, select Delete.

Tip: Before you delete an event, remove all participants. Also, remove links to the event’s online registration forms from marketing materials and external websites.

Note: Events privileges set for a user's security group only apply to Events Management features in the database view. To enable users to access Events in the web view, admins must create an event role and add users to it from Control Panel, Security. For more information, see Events Security.

Tip: For recommendations when designing an event, see Event Best Practices.