NetCommunity - Lots of Questions - Need lots of help

Judith Raub

Please I would be grateful if anyone could enlighten me on the following questions:


How do you require folks to fill in more than their name and email address to sign in to the portal for the first time?


How do you connect the Raiser's Edge attributes of dietary restrictions, mobility restrictions, etc. to the events module and on the NetCommunity events page?


We have had much heartache with events that have multiple days and multiple activities to sign up for.  I think we are starting to work through that issue by going to the Classic form (so that organizations can register) and the grouping of events.  We have not determined how to do the queries on these that allow each activity signed-up for to exist only in a designated column - have not done the group yet; however, we are having some growing pains with the grouping where it does not allow queries to pull the one main event but must include all individual events.  We have not played much with these queries yet as this is the first grouped event is upcoming.


How can you event register a company but not have to enter a person for it to be linked to?


From the portals, how do you group process (for a gift batch especially) and maintain any corrections you may need to make or the individual requirements required by our business practices to be followed through on each record?


Thank you for your time and assistance.  Any comments, suggestions, other resources would be GREATLY appreciated.


Thanks,

Judith

Joan Perry

Judith,

Not looking at BBNC and a bit rusty...but

1) I think you can make registration for the portal required and in the set up determine what fields are required for registration.

We do not require folks to register to make a donation on our site. However, we do have text boxes in several locations that encourage folks to do so...usually what entices them is the ability to see their giving history. As a religious organization, we have many folks make a pledge and then make payments. The online site allows them to follow their current balance more easily than our mailed reminders. Since we added that information of the "benefit" to our front screen and other boxes, we have seen more folks register but our majority still just donates. We also do not have an active email communication/newsletters/etc...so the giving history is our primary benefit.

2) Attributes - if you have an attribute table for constituents with this information, you can create a new participant attribute that can be used in events/online and tie it to the existing table. We have done that in several instances, rather than recreate the "wheel" or table as the case may be.

3) Multiple events - you may need to create queries AND exports to avoid duplicates. Queries will get you the right information but it's hard to clean up duplicates in the listings when multiple events come into play. But using the query in an export, you can determine what event info goes into each field.

4) Organization Registration - In the actual event you have the option to add a participant that is an "Organization" record. I'm not sure about the BBNC ability for organization without a contact.

5) BBNC processing - we tend to manage each transaction individually first...matching to records, etc. Make the corrections that need to be made. Then when bulk processing into a batch - we reject any changes we did not accept in the 1st step. Then in the batch, before committing, we make sure to link to events, registration fees, etc. If there is more work to be done after committing the batch, then you would need to create a process to make a copy of the batch control report and highlight/mark those that need further work or keep other type of list of those that need more follow up than you can do in the batch. Though you can usually get to a constituent/event/participant record from batch and manage as you go.

Hope this helps some.


PS -- have you taken any training - webinars or the Learn Library? While it may not solve all your issues, it can help with understanding some of the nuances of BBNC & events