BBNC/RE event set up help - Standard Work for complete circle of steps???

Diane Zempel

Help! I'm wondering if anyone has processes and procedures for all steps in setting up events with BBNC. I know how to create the event in RE, how to add benefits to gift appeals, but know little to nothing about BBNC. What I'm missing is what are the steps from start to finish when creating an event in RE, linking it to BBNC, adding food options, ticket prices,etc. And then finally, how do I get the registration from BBNC into gifts and have it link properly to the event module?  I've taken classes on each area individually but am hoping  someone can tie all the pieces together. 


The BBNC instructor I had said there is some brilliant Community Member who was kind enough to share the standard work they created related to this (full circle, step by step) but I've looked and they've look and this person of brilliance remains a mystery. We have several new staff, no existing standard work, and several know bits and pieces which just adds to my confusion. 


Any help will be much appreciated. You'll earn the honor of "Di's Favorite Person- - 2019"!! 


 

Jayne OLeary

Hi Diane

There are steps that are somewhat involved that you will need to set up under Raiser's Edge under tables in order to have access to so that you can properly add that into your event module in NetCommunity. Food options: What are you offering? Vegan, Vegetarian, Beef, Chicken Fish. You will need to open RE and then set that up under your Config>Tables>Participant Attributes (sounds complicated but not really, if I can do it, anyone can). Once you do that (I will also suggest getting in a chat support on the RE side to help you follow it according to your business rules) you can then go to NetCommunity>Administration>Code tables>"Click" refresh code tables. Wait a few minutes, like go grab a coffee. Go back to NetCommunity Administration>Field Options>"Scroll" to participant attributes, check (literally and figuratively) that your newly entered table is available then Navigate To Sites and Settings>scroll to Participant Attibutes and check your options there. Then once your back in your event module in NetCommunity you will need to create an event registration part, pull in the RE event and start adding your fund, options and edit your event detail. That's a quick and dirty please know we have great social media resources that will respond to you within moments rather than the alternative. On FB look for the Raiser's Edge group and the NetCommunity group.

If you are still losing it, I can give you my number and we can walk through.

Jayne