Events Tasks

You can add and manage events from the database view or web view. Tasks that are available in web view are listed below.

Prep for an event

Configure settings and permissions

• Configure form settings for new constituents

• Set up a payment configuration

• Give users access to events

• Manage settings across events

Set up events

• Add an event

• Add goal, capacity, and other details

• Set up fees

• Add expenses

• Add custom options for participants

• Add online registration forms

Configure registration forms

• Configure form settings

• Design the form

• Capture custom information

• Set up confirmations

• Test the form

• Publish the form

Add new participants

• Add a participant

• Add participants from a saved list

• Set the invitation status for new participants

• Add custom information

• Add fees

• Understand guest types

• Add a constituent as a guest

• Add a guest who isn't a constituent

• Add a guest without any contact information

• Add a spouse as a guest

Manage an event

Manage duplicates

• Online registration form duplicate matching

• Guest matching

• Move event information to different records

• Constituent matching in Raiser's Edge NXT

Manage participants

• View and manage participant details

• Manage groups of participants

• Delete a fee for a participant

• Manage the list of participants

• Create a constituent list of participants

Manage payments

• Understand event revenue

• Add a payment

• Link to an existing gift

• Approve batches of online registrations

• Refund a payment

• Delete a fee for a participant

• Unlink a payment

Track attendance

• Understand RSVP statuses

• Update and monitor RSVP statuses

• Update attendance

Manage existing events

• Delete an event

• Edit the overview for an event

• Edit the details for an event

• Manage a fee

• Manage a participant option for an event

• Export a list of events