How do I associated participants to an interest during the registratin process?

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These steps will automatically associate an interest with any constituents that register for a TeamRaiser:

1. Go to Fundraising > TeamRaiser > select Edit.

2. Go to Registration Tab > Edit the Participation Type

3. Scroll down the the Questions.

4. Select Hidden Interest Update

5. Add Question

6. Select the Interest and Save Question

7. Make sure that the question is selected to Update Constituent.

If you have participants who have already registered, the following steps will add them to the interest:

1. Go to Data Management > Query .

2. Create a New Query.

3. For Group Type select TeamRaiser Participants

4. Run the Query

5. Perform the Mail Merge to download the email addresses.

6. Use the Segmentation Upload in the Data Management > Import/Export to upload the participant to the correct interest.

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Comments

  • Step 7 (update constituent record) is incorrect according to support.

    This is only relevant if you are updating some field on the cons record. This does not do that, so you don't have to (actually cannot) make this question update the con record.

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