Event Management Tips and Time Savers in The Raiser’s Edge

Event Management Tips and Time Savers in The Raiser’s Edge CHELSEA DEROCHE

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#ChelseaDeRoche#TheRaisersEdge

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Agenda

Discuss Event Tips and Time Savers for: • Setup• Registration Fees and Gifts• Seating• Event Tracking• Event Day and Post Event Tasks

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Overview

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Event Setup Tips and Time Savers

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Copying an Event Record

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Demonstration

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Practice

• You are beginning to plan for the 2015 Supporter Appreciation Dinner.

• Create a new event record by copying this year’s event.

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Event Registration Fees and Gifts Tips and Times Savers

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Creating and Linking Event Gift Defaults

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Demonstration

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Practice

• You want to use the same gift defaults for the upcoming Bowl-a-Thon as you did for the Walk-a-Thon.

• Link the Walk-a-Thon gift default set to the 2014 Bowl-a-Thon and select the appropriate receipt options for your organization.

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Using the Auto Display Option in Batch

• Use the Auto Display option in Batch to quickly link gifts to new or existing event registrations.

• You can automatically display:

• Event Registration Fees.

• Event Sponsoring Pledges.

• Event Other Donations.

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Demonstration

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Event Seating Tips and Time Savers

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Not Just for Seated Events

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Use for any grouping like foursomes for golf events or teams for a walk-a-thon.

Using Groups and Seating Notes

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Use groups for teams and group/seating notes for additional information.

Using Auto-Seating

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Use groups for teams and group/seating notes for additional information.

Demonstration

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Event Tracking Tips and Time Savers

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Using the Event Profile Report

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The Event Profile Report is located under the Profiles, Lists, and Directories category.

Demonstration

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Using Event Dashboards

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Demonstration

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Event Day and Post Event Tips and Time Savers

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Marking People as Attended

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Press Ctrl on your keyboard to select multiple names.

Making Participants Constituents

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Demonstration

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Practice

• You need to update attendance for the Walk-A-Thon. • Mark the following attendees as attended:

• Mark Adamson• Elizabeth Ashton• Melissa Elzy• Richard Jefferson• Mohammed Rahman

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Take the Event Information with You

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• Take payments from all major credit cards using Blackbaud MobilePay™

• Direct integration for onsite check-in, registrations, and payments into The Raiser’s Edge database!

• Available in the US and Canada• Requirements:

• The Raiser’s Edge • RE:Event Module• RE:Event App for use on iPad®

• Blackbaud Merchant Services™ Account

• Blackbaud MobilePay Credit Card Reader

View, Search, and Register

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Register and Accept Payments

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Displays in a Raiser’s Edge gift batch with a Credit Card, Cash, Check, or Pledge pay method.

Define Event Settings

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• Define individual and gift defaults and define the gift batch to be used. • Define registration units and costs (Defaults from the event record).

Summary• Event Setup Tips and Time Savers

• Copy existing event information to a new event• Event Registration Fees and Gifts Tips and Times Savers

• Create and link gift defaults • Select the auto-display option in Batch

• Event Seating Tips and Time Savers• Create teams and groups using seating• Use auto-seating

• Event Tracking Tips and Time Savers• Check your event details with the Event Profile report• Use dashboards to keep an eye on your events

• Event Day and Post Event Tips and Time Savers• Mark participants as attended• Use the Event App to take the event information with you

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Steps to Copy an Event

1 Open the event record that you want to copy.

2 On the Event menu, click Copy Event. The new event record appears with the copied event information.

3 Enter the new event information.

4 Click Save and Close.

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Steps to Create a Gift Default Set

1 On the Tools menu, select Organize/Create Defaults.

2 Select Gifts from the Create defaults for list.

3 Click New to create a new default set.

4 Enter data in the gift fields that will be the same for all gifts associated with the event.

5 Click Save and Close.

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Steps to Link a Gift Default Set to an Event

1 Open the event record.

2 On the Event menu, click Gift Defaults.

3 Click the binoculars to select the default set you want to link the event to.

4 Determine how the receipt amount is calculated.

5 Click OK.

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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Training and Certification

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