Parking Lot Post: Planning Events in Online Express 04/19/2018

Rachel Nigro

Hi Online Express Community! 


Huge thanks to everyone who came out today to our Planning Events in Online Express webinar! We hope the webinar is helpful for you to build your next event in Online Express! As always, you asked some great questions! There were a few questions that I wanted to provide some additional resources around:

If we already have participants loaded into the event record in RE, will registrations received through this form be matched to existing participants or create a new participant record in the event?

The Raiser's Edge will match existing participants! For example, if you added Robert Hernandez as a participant and invited him to your event, then Robert went online to register through Online Express, as long as you matched Robert's online registration to his constituent record, this would update his participant record on your event! For more informaiton about downloading event transactions, you can check out our video here: Download Event Transactions in Blackbaud Online Express​

How would we run reports on participants/registrants?  is that part of downloading transactions?  We've just upgraded to NXT and Online Express from Sphere.

Online Express will show you some basic totals like number of registrations and totals on your Event Dashboard, but you can also pull information you need in The Raiser's Edge as well. (Note: To report on participants and registrants, you will want to make sure you've downloaded all of the transactions to The Raiser's Edge.) Here are some resources with instructions on how to pull some of those reports: 

• How to run the Event Lists report to create a list of participants or sponsors
• How to report on registration feeds received or due for an event

Blackbaud University also offers some great courses around events, which also touch on reports available as well: 

• eLearning: Basics of Events
• Virtual Instructor-Led Training (VILT): Event Management

I hope this is helpful! Thanks again for a great session everyone! See you at our next webinar!

Julie SullivanCrowley

Rachel Nigro:

Hi Online Express Community! 


Huge thanks to everyone who came out today to our Planning Events in Online Express webinar! We hope the webinar is helpful for you to build your next event in Online Express! As always, you asked some great questions! There were a few questions that I wanted to provide some additional resources around:

If we already have participants loaded into the event record in RE, will registrations received through this form be matched to existing participants or create a new participant record in the event?

The Raiser's Edge will match existing participants! For example, if you added Robert Hernandez as a participant and invited him to your event, then Robert went online to register through Online Express, as long as you matched Robert's online registration to his constituent record, this would update his participant record on your event! For more informaiton about downloading event transactions, you can check out our video here: Download Event Transactions in Blackbaud Online Express​

How would we run reports on participants/registrants?  is that part of downloading transactions?  We've just upgraded to NXT and Online Express from Sphere.

Online Express will show you some basic totals like number of registrations and totals on your Event Dashboard, but you can also pull information you need in The Raiser's Edge as well. (Note: To report on participants and registrants, you will want to make sure you've downloaded all of the transactions to The Raiser's Edge.) Here are some resources with instructions on how to pull some of those reports: 

• How to run the Event Lists report to create a list of participants or sponsors
• How to report on registration feeds received or due for an event

Blackbaud University also offers some great courses around events, which also touch on reports available as well: 

• eLearning: Basics of Events
• Virtual Instructor-Led Training (VILT): Event Management

I hope this is helpful! Thanks again for a great session everyone! See you at our next webinar!

 

Hi Rachel,


I happened upon this post because I was looking for some Events in OLX support. I know this seminar will be held again in May, but I really need some help right now. I know those webinars are often recorded -- was this one? If so, I would love access to it. Please let me know.


~Julie

jscrowley@ywcaprinceton.org

Rachel Nigro

Hi Julie, 


We have recorded versions of our webinars located in the Resources area of the Community. 


Here's the link for the Planning Events Recording - you can click the link to access the recording and you can also download the slides from here as well! (Note: you will be prompted to enter your name, organization, and email address to access the recording).


I hope this infomration is helpful! 

Julie SullivanCrowley

Thank you!!!!

 

Julie
Sullivan-Crowley | Director of Information Systems and Membership
Development

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