Planning Events in Online Express: Parking Lots Questions from 10/26/2017

Grace Tate

A big shoutout to everyone who attended our Planning Events in OLX webinar yesterday! If you missed out: Don't worry feel free to sign up for our next webinar here.

If you were able attend you know we had to parking lot one particular question. Please see the answer + question below!

Question: How do you process event registrants? Additionally, what resources are available that talk about how they download into the Online Express Plug-in and/or Raiser's Edge?
Answer: Downloading participants into the Raiser's Edge is very similar to downloading transactions (aka regular donations) into the Raiser's Edge.

1) Navigate to the plug-in and click on "Download Transactions" 
2) Link your registrants to an existing constituent record or create a new constituent record from the linking grid
3) Process Transactions into batch
4) Commit the batch 


For an in-depth tutorial on downloading transactions check out our Getting Started video available On Demand. 


Additionally, this knowledgebase solution offers some insight into the process. 


Keep in mind we have a Support team happy to answer any specific questions or issues you may have during this process.

Have another tip or trick for our webinar attendees? Let's discuss below!