Events Settings

From Events, Overview, Events settings you can manage options your organization uses across events.

Note: To limit access, use the Settings permission for event roles from Security, Role management.

Event categories

Set the types of events your organization hosts — such as golf tournaments or annual fundraisers.

Note: Event types in the database view are known as event categories in web view. The predefined event categories in database view — sporting event, dinner, class, and other — don't appear in web view unless you add them.

  1. From Events, Overview, select Events settings.

  2. Select Event category.

  3. Select Add.

  4. Enter a name. The name appears as an option for Category when you add — or edit the details of — an event.

  5. Select Save.

  1. From Events, Overview, select Events settings.

  2. Select Event category.

  3. Select Edit from the menu of the category to change.

  4. Adjust the name or change the status as necessary.

  5. Select Save.

  1. From Events, Overview, select Events settings.

  2. Select Event category.

  3. Select Delete from the menu of the category to remove.

  4. Select Yes to confirm.

After you add categories, such as golf tournaments or annual fundraisers, choose them from the Category field when you add or edit the details of events.

Note: The Category field only displays active categories.

To view specific events in a category, use the Event category filter (or Category column) in the event list under Events.

Participation levels

A participation level is an event field your organization configures to show how participants are involved in events, such as attendees, sponsors, staff, or vendors.

As you configure registration forms, you can associate participation levels with registration fees to automatically apply the levels to people when they register.

Note: From the registration form designer, under Get Started, Registrant options, you can also associate participation levels with organizations if you enable organization registrations.

When you use participation levels on registration forms, note that:

  • A level applies to all the people registered for a fee. For example, if someone registers a foursome for a golf tournament, the participation level applies to all four participants — not just the person who completes the form.

  • If a registrant selects more than one registration fee associated with a participation level, Raiser's Edge NXT saves the participation level from the first fee listed on the form to their record.

  • If the person who completes or pays for the registration — known as the host — only registers other people to participate, the form doesn't apply a participation level to the host's record and marks the RSVP status as Declined.

  1. From Events, Overview, select Events settings.

  2. Select Participation level.

  3. Select Add.

  4. Enter a name. The name appears as an option for Participation level when you add or edit an event participant.

  5. Select Save.

Note: You can also configure participation levels from Settings, Tables, Participant Types.

  1. From Events, Overview, select Events settings.

  2. Select Participation level.

  3. Select Edit from the menu of the level to change.

  4. Adjust the name or change the status as necessary.

  5. Select Save.

  1. From Events, Overview, select Events settings.

  2. Select Participation level.

  3. Select Delete from the menu of the level to remove.

  4. Select Yes to confirm.

After you add participation levels, choose them from the Participation level field when you add or edit participants.

Note: The Participation level field only displays active levels.

To view participants with a specific participant level, use the Participation level filter (or Participation level column) in the participants list for an event.