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Online Help |
Editing Event Options and Information
As the Event Manager, you may be able to change or set certain options that relate specifically to your event. Each event option that may be available in the Event Management Center is listed alphabetically in the following table. The purpose of the option and then the corresponding step in the Edit Event Information are also identified in the table.
Click the link from the Step column to display the appropriate section in this Help Topic for assistance. If you prefer, a list that identifies each section displays after this table.
Notes: Although the option may appear in this list, only the options for which you have permissions will be displayed in the Event Management Center.
| OPTION | PURPOSE | STEP |
| Address Book, Reveal Donor Addresses in | By default, only contacts that participants enter will display in their private Address Book. You can click this checkbox to display the names and email addresses of people who make donations on their behalf. | 2. Edit Event Options àAdvanced Options |
| Address Book, Team Members Visible in Address Book of Participant | By default, only contacts that participants enter will display in their private Address Book. You can click the appropriate option to display the names and email addresses of their teammates or restrict display of this information to Captains of teams only. | 2. Edit Event Options àAdvanced Options |
| (Autoresponder) Followup Interval | You can set up the number of days after registration on which the four Followup Autoresponders can be automatically sent to participants to remind them to send appeals, keep them motivated, and so on. | 2. Edit Event Options àAdvanced Options |
| Blogs on Participant Personal Page | You can determine if participants can enable and create Blogs on their Personal Pages. | 2. Edit Event Options àAdvanced Options |
| Content Areas Display the Rich Text Editor | You can determine if the editor with formatting tools is available on the Personal, Team, and Company Pages or for email messages. | 2. Edit Event Options àAdvanced Options |
| Donation Levels | By default, only a blank Additional Gift field is displayed on participant registration forms. You can click this checkbox to allow suggested donation level to be configured to display with the Additional Gift field. | 2. Edit Event Options àAdvanced Options |
| Donation Levels, Registration (Definitions of) | You can use these fields to define the names and monetary amounts of the Additional Gift Donation Levels that are available to be selected during registration. | 2. Edit Event Options |
| Email Bounce Notifications | You can click this checkbox to send notifications to participants when emails they send from their Participant Center bounce back. | 2. Edit Event Options àAdvanced Options |
| Email, Participant Access to Email Statistics | By default, participants are allowed to access the email statistics for email they have sent from the Participant Center to determine how many people have opened an email, how many have clicked the link to go to their Personal Page, and so on. You can use the checkbox to disable the option, or enable it again if it has been disabled. | 2. Edit Event Options àAdvanced Options |
| Event Date | You can adjust the event date. | 1. Edit Event Information |
| Event Location | You can use the Location Information fields to define a specific location or area in which the event will be held. You can simply provide a name (for example, Zilker Park) or use the full address (street, city, state, and ZIP Code). You can also provide the name of the county, region, or area if more appropriate. | 2. Edit Event Options àLocation Information |
| (Event) Public Name | You can modify the name that identifies TeamRaiser to site visitors and participants. | 1 .Edit Event Information |
| Fundraising Goal, Event | You can decide if the progress meters for this TeamRaiser will use a goal different than the one on its donation form. | 2. Edit Event Options |
| Fundraising Goal, Participant | You can decide to display a Fundraising Goal field for participants when they are registering. | 2. Edit Event Options |
| Image Library Max Image Size | You can set the maximum pixel height x width for images uploaded into the the TeamRaiser Image Library. | 2. Edit Event Options àAdvanced Options |
| Local Office Mailing Address | You can use the Office Mailing Address fields to define the street (or PO Box), city, state, and ZIP Code of the mailing address to which forms and donations can be sent. | 2. Edit Event Options àLocation Information |
| New Team Notification | You can define the email addresses of the people who should be sent an email notification each time a new team is formed for this TeamRaiser. | 2. Edit Event Options àAdvanced Options |
| Offline Gift Payment Credit Card Processing | You can use this checkbox to determine if participants can input credit card information when recording offline gifts that donors have given to them. | 2. Edit Event Options àAdvanced Options |
| Offline Gift Payment Recording by Administrators | You can use this checkbox to determine if administrators can enter credit card information for offline registrations and gifts they are entering. | 2. Edit Event Options àAdvanced Options |
| Offline Gift Recording by Participants | You can determine if participants can enter offline gifts into their Gift History on the My Progress page. | 2. Edit Event Options àAdvanced Options |
| Offline Payment Types that Participants Can Enter | You can restrict the type of gift payments that participants can enter into their Gift History on the My Progress page to only cash, check, credit-card, or pay later gifts (or a combination). Note that if this field is blank, all types are allowed. | 2. Edit Event Options àAdvanced Options |
| Offline Team Gifts in the Participant Center | You can identifies which set of users should be given the ability to enter Offline Team Gifts through the Participant Center. | 2. Edit Event Options àAdvanced Options |
| (Participant Center) Display Next Step Section for Participants | You can determine if the Next Step box displays on every page in the Participant Center. You can use the checkbox to disable the option so the box displays only on the Participant Center home page, or enable it again if it has been disabled. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Availability After Registration | You can determine if the name of a participant will be included in public searches performed by constituents and site visitors before their Personal Page is approved. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Blogs | You can determine if participants can enable and create Blogs on their Personal Pages. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Layout | You can determine if participants can change the layout of their Personal Page. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Modification Approval | You can determine if administrators must approve Personal Pages before they become visible. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Modified Notification | You can define the email addresses of the people who should be notified each time a participant modifies their Personal Page. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Objectionable Content Notification | You can define the email addresses of the people who should receive the objectionable content messages sent by site visitors. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Status Indicators | You can determine if participants must use the default status indicators on their Personal Pages, or if they can choose which ones display. | 2. Edit Event Options àAdvanced Options |
| Participant Personal Page Style sheets | You can determine if participants must use the default style sheet that controls colors and fonts on their Personal Pages, or if they can choose different ones. | 2. Edit Event Options àAdvanced Options |
| Participant Search Parameters | You can define how the Participant Finder page should search for participants. | 2. Edit Event Options àAdvanced Options |
| Personal Gift Achievement Badge | You can create a picture badge to display on the Personal Page of participants who give an Additional Gift during registration or directly from their own Personal Page | 2. Edit Event Options àConfiguring the Personal Gift Achievement Badge |
| Personalized Salutation in Email Message | You can determine if participants can select to add Dear (First Name) to their email messages for a more personal touch. (Note: The actual salutory word "Dear" can be edited from the Message Catalog Editor.) | 2. Edit Event Options àAdvanced Options |
| Public Name (of Event) | You can modify the name that identifies TeamRaiser to site visitors and participants. | 1 .Edit Event Information |
| Reassign Race Numbers | You can determine whether or not to overwrite an existing race number if a participant changes their participation type. | 2. Edit Event Options àAdvanced Options |
| Recurring Gifts | You can determine if the full value of a recurring gift displays in the fundraising totals of the participant or to display only the value of each incremental payment when it is processed. | 2. Edit Event Options àAdvanced Options |
| Registration Question Responses Required | You can determine if administrators must provide responses to required registration questions when registering a participant. | 2. Edit Event Options àAdvanced Options |
| Rich Text Editor Available for Content Areas in Participant Pages | You can determine if the editor with formatting tools is available on the Personal Page, Team pages, and Local Company pages. | 2. Edit Event Options àAdvanced Options |
| Registration User Name/Password Assignment | You can determine if the user name and password fields display on the registration form when an administrator is registering a participant. | 2. Edit Event Options àAdvanced Options |
| Status | You can determine if the TeamRaiser is available for donations, registrations, or both. | 3. Edit Event Status |
| Status Indicator Count Description | You can define the label that will display in status indicators when the number of donations is displayed instead of the monetary amount of funds collected. | 2. Edit Event Options àAdvanced Options |
| (Status Indicators) Display Amounts for Top Gifts | You can determine if the gift amounts should be shown in this status indicator along with the donor names. | 2. Edit Event Options àAdvanced Options |
| (Status Indicators) Display Amounts for Top Participants | You can determine if the amount raised should be shown in this status indicator along with the donor name. | 2. Edit Event Options àAdvanced Options |
| (Status Indicators) Include Value of Registration Fees in | You can determine if registration fees should be included in the amount raised by participants and teams in all status indicators and lists. | 2. Edit Event Options àAdvanced Options |
| (Status Indicators) Top Teams | You can determine if the amounts raised should be shown in this status indicator along with the team names. | 2. Edit Event Options àAdvanced Options |
| Suggested Messages, Rich Text Editor Available for Content in | You can provide the Rich Text Editor for creating Suggested Messages to enable participants to format their entered content instead of displaying just a plain text editor. | 2. Edit Event Options àAdvanced Options |
| Team Has Been Created Notification | You can define the email addresses of the people who should be sent an email notification each time a new team is formed for this TeamRaiser. | 2. Edit Event Options àAdvanced Options |
| Team Roster Includes Amount | You can determine if the amount each participant raises will be included on the Team Roster on the Team Page. | 2. Edit Event Options àAdvanced Options |
| Team Size | You can define the maximum number of members allowed on a team. | 2. Edit Event Options |
| (Unconfirmed Gifts) Confirm all gifts at once | You can determine if all offline gifts can be confirmed at one time, or if they must be manually confirmed one by one. | 2. Edit Event Options àAdvanced Options |
| Unconfirmed Gifts, Include in Fundraising Totals | You can determine if cash, check, and pay later gifts recorded in their Gift List are visible to participants on their My Progress page. | 2. Edit Event Options àAdvanced Options |
Sections in this Help Topic
Click one of the following links to learn more about:
- Editing Event Information
- Editing the Advanced Options
- Editing the Event Location or Local Mailing Office Address Information
- Configuring the Personal Gift Achievement Badge
- Editing the Event Status
Editing Event Information
The Event Information includes the name of the event and the date on which it will occur.
To edit the Event Information options:
Note: If you are not on the Event Options page, click Edit Event Options from the main Event Center page.
- From the navigation options on the Event Center page, click Edit Event Options. The Edit Event Information page displays.
- For the Public Name, enter the best label to help people understand the purpose of this event. You can include spaces between words if you enter a phrase.
- To set the Event Date, click the appropriate drop-down lists.
- Click Next. The Edit Event Options page displays.
- To continue by:
- Editing the displayed options, continue with Editing Event Options.
- Editing the advanced options, click Advanced Options from Related Actions and continue with Editing Advanced Options.
- Defining the event location or office mailing information, click Identify Location Details from Related Actions and continue with Identifying Location Details.
- Creating a Personal Gift achievement badge and uploading its image, click Configure a Personal Gift achievement badge from Related Actions and continue with Configuring a Personal Gift Achievement Badge.
- Changing the status of the event, click Next and continue with Editing the Event Status.
Editing Event Options
You may be able to edit several general event options to define fundraising environment, participant involvement, the event location, and so on.
To edit the options displayed on the Event Options page:
Note: If you are not on the Event Options page, click Edit Event Options from the main Event Center page and then click Next from the Event Information page displayed.
- To set a fundraising goal for the event that is different than the one on the donation form (that collects the gift and registration fee money) associated with this event:
- Click the Yes, this TeamRaiser will have a goal that is different from any goals specified for the donation campaign checkbox. The Fundraising Goal Amount field displays.
- Enter the monetary amount in the Fundraising Goal Amount field.
- For Participant Fundraising Goal, to:
- Continue to display the Fundraising Goal field on the registration page so participants can set their goal, leave the Yes, allow participants to enter a personal fundraising goal checkbox enabled.
- Or, disable this and hide the field, click the checkbox to remove the checkmark.
- For Registration Donation Levels: (which displays only when the appropriate site option is enabled), to:
- To set up suggested donation amount levels that will display as radio buttons with the amounts:
- In the Name field, enter the label that will display next to the radio button for the suggested amount.
- In the Amount field, enter the suggested monetary amount that will display for this level.
- In the Description field, optionally enter a statement to display under the amount that explains the purpose or benefit of donating a gift at this level.
- Click the Add button.
- Repeat these steps for each level you want to add.
- To also display an input field in this area where the registrant can enter their own amount, click the Yes, allow the option of manually entering a value checkbox.
- To set up suggested donation amount levels that will display as radio buttons with the amounts:
- For Suggested Team Fundraising Goal, to:
- Display a Suggested Team Fundraising Goal amount on the registration page, enter a monetary amount in the field.
- Or, hide the information, leave the field blank.
- For Team Size, to:
- Limit the number of participants who can register for a team, enter the number in the field.
- Or, not restrict this, leave the field blank.
- To continue by:
- Editing the advanced options, click Advanced Options from Related Actions and continue with Editing Advanced Options.
- Defining the event location or office mailing information, click Identify Location Details from Related Actions and continue with Identifying Location Details.
- Creating a Personal Gift achievement badge and uploading its image, click Configure a Personal Gift achievement badge from Related Actions and continue with Configuring a Personal Gift Achievement Badge.
- Changing the status of the event, click Next and continue with Editing the Event Status.
Editing the Advanced Options
The Advanced Options cover many of the participant, gift, and personal page options.
To edit the advanced options:
- On the Edit Event Options page, click Advanced Options from the Related Actions. The Edit Advanced Options page displays.
Note: If you are not on the Event Options page, click Edit Event Options from the main Event Center page and then click Next from the Event Information page displayed. - On this page, for:
- Offline Gift Recording by Participants , click this checkbox to allow participants to enter gifts that donors give to them directly. (Note: The value of these offline gifts may not display in the funds raised amounts depending on the setting for the Fundraising Totals Include Unconfirmed Gifts option.)
- Fundraising Totals Includes Unconfirmed Gifts, click this checkbox to display the value of unconfirmed gifts in Fundraising Totals. (Note: This is affected by the value of the "Offline Gift Recording by Participants" option.
- Offline Payment Types that Participants Can Enter, enter the payment types (cash, check, credit, later) that participants can enter when recording offline gifts that donors give to them. (Note: Leaving the field blank means that all payment types can be recorded.)
- Recurring Gifts, click this checkbox to display the full value of a recurring gift in the fundraising totals of the participant.
- Offline Gift Payment Credit Card Processing, click this checkbox to allow participants to input credit card information when recording offline gifts that donors have given to them.
- Offline Gift Payment Recording by Administrators, click this checkbox to allow event administrators to enter credit card information for offline registrations and gifts they are entering.
- Status Indicators Include the Monetary Value of Registration Fees, to allow registration fees to be included in the amount raised by participants and teams in all status indicators and lists Yes, include the value of registration fees in the status indicators
- Top Gifts Status Indicator Displays Amounts, click this checkbox to display gift amounts along with the donor names in the Top Gifts Status Indicator.
- Top Participant Status Indicator Displays Amounts, click this checkbox to display the amount raised along with the name of each participant in the Top Participants Status Indicator.
- Top Teams Status Indicator Displays Amounts , click this checkbox to display the amount raised along with the team name in the Top Teams Status Indicator.
- Status Indicator Count Description, enter the label used in status indicators when the number of donations is displayed instead of the monetary amount of funds collected.
- Next Step Section Displays On All Pages in the Participant Center, click this checkbox to display the Next Step Section on every page in the Participant Center. (Note that if you leave this unchecked, it will display on the Participant Center Home Page only.
- Participant Personal Page Modified Notification, list the email addresses of the administrators who should receive the notification that a participant modified their Personal Page. (Note: Use commas between each address list.)
- Participant Personal Page Availability after Registration, click this checkbox to include the name of a participant in public searches before their Personal Page is approved.
- Participant Personal Page Objectionable Content Notification, enter the email addresses of the administrators who should receive the notification that a participant Personal Page may contain objectionable content. (Notes: Use commas between each address list; do not leave this blank because the objectionable content link is required on all sites.)
- New Team Notification, enter the email addresses of the administrators who should receive the notification that a new team has been created. (Notes: Use commas between each address list. Leave this field blank if this notification is not used.)
- Participant Access to Email Statistics, click this checkbox to allow participants to display the open and click statistics for emails that they send out.
- Participant Personal Page Blogs, click this checkbox to allow participants to enable and create a blog on their Personal Page.
- Participant Personal Page Modification Approval, click this checkbox if administrators must approve Personal Pages before they become public.
- Donor Addresses Displayed in Address Book, click this checkbox to display the postal address of online donors in the Address Book of the participant in whose support the donation was made (in addition to the name and email address).
- Participant Personal Page Layouts , click this checkbox to allow participants to change the layout of their Personal Page.
- Participant Personal Page Style Sheets, click this checkbox to allow participants to change the style sheet that controls colors and fonts on their Personal Page.
- Participant Personal Page Status Indicators, click this checkbox to allow participants to select the status indicators to display on their Personal Page .
- Registration Question Responses Required, click this checkbox to require administrators to provide responses to required registration questions when registering a participant.
- Registration User Name/Password Assignment, click this checkbox to display the user name and password fields on the registration form when an administrator is registering a participant.
- Participant Search Parameters, select the way the Participant Finder page should search for participants.
- Team Members Visible in Address Book and Team Roster of Participant, click this checkbox to display teammate information in the Address Book of participants and team roster.
- First Followup Interval for Autoresponders, enter the number of days after registration to send the first follow-up Autoresponder message.
Notes:
(1) Leave this field blank if you do not want to send it automatically.
(2) Repeat for each of the Followup Interval fields. - Confirm All Gifts At One Time, click this checkbox to allow administrators to confirm all offline gifts at one time.
- Donation Levels, click this checkbox to allow donation levels to be configured and displayed for this TeamRaiser.
- Team Roster Displays Amount Raised by Participants, click this checkbox to display the monetary amount raised for each participant their Team Roster shown on their team page.
- Offline Team Gifts in the Participant Center, identify the set of participants who can enter offline Team Gifts through the Participant Center.
- Rich Text Editor Available in Content Area of Suggested Message Email Template , click this checkbox to to display the Rich Text Editor in the Suggested Messages email templates to enable participants to format text.
- Maximum Image Size for TeamRaiser Image Library, define the maximum width x height (in pixels) of images for the TeamRaiser Image Library if different than the site default.
- Rich Text Editor Available in Content Areas on Participant Pages, click this checkbox to display the Rich Text Editor in the content areas on the Personal, Team, and Company pages to enable participants to format text.
- Email Bounce Notification for Emails Sent from Participant Center, click this checkbox to notify participants when emails they send from their Participant Center bounce back.
- Personalized Salutation for Emails Sent from Participant Center, click this checkbox to display the personalized salutations in emails that participants can send from their Participant Center.
- Participants Can Edit Their Responses to Registration Questions, click this checkbox to allow participants to view and edit responses to questions on the registration pages after the registration has been processed.
- Reassign Race Numbers, click this checkbox to overwrite the existing race number of a participant who changes their participation type after registration.
- Click Finish. Your changes are saved and the Event Options page displays again.
- To continue by:
- Defining the event location or office mailing information, click Identify Location Details from Related Actions and continue with Identifying Location Details.
- Creating a Personal Gift achievement badge and uploading its image, click Configure a Personal Gift achievement badge from Related Actions and continue with Configuring a Personal Gift Achievement Badge.
- Changing the status of the event, click Next and continue with Editing the Event Status.
Editing the Event Location or Local Mailing Office Address Information
You can enter the event location and office mailing address here so that you only need to enter it one time and it is accessible in other parts of the interface. The event location information is used in the Search by Event Information or Distance feature as well as other important areas.
To edit this information:
- On the Edit Event Options page, click Identify Location Details from the Related Actions. The Location Information page displays.
Note: If you are not on the Event Options page, click Edit Event Options from the main Event Center page and then click Next from the Event Information page displayed. - Click Finish. Enter the information in the fields provided.
- Click Finish. Your changes are saved and the Event Options page displays again.
- To continue by:
- Editing the advanced options, click Advanced Options from Related Actions and continue with Editing Advanced Options.
- Creating a Personal Gift achievement badge and uploading its image, click Configure a Personal Gift achievement badge from Related Actions and continue with Configuring a Personal Gift Achievement Badge.
- Changing the status of the event, click Next and continue with Editing the Event Status.
Configuring the Personal Gift Achievement Badge
To reward and provide incentive as well as thanks, participants who make a personal donation either during the registration process or directly from their own Personal Page, you can create an achievement badge to display on their Personal Page and in lists of participant names. This badge is typically a picture or icon, which you upload through an image file.
To configure this badge:
- On the Edit Event Options page, click Configure Personal Gift Achievement Badge from the Related Actions. The Personal Gift Achievement Badge page displays.
Note: If you are not on the Event Options page, click Edit Event Options from the main Event Center page and then click Next from the Event Information page displayed. - Click the Yes, enable achievement badge checkbox.
- To upload the badge image:
- Click the Browse button.
- In the Choose/Find File window that opens, locate the image file on your local computer or shared network resource, select it, and click the Open button. The file name displays in the field.
- Click the Upload Image button. When it is uploaded, the thumbnail image displays along with an option to delete this image and upload a different one.
- For Personal Gift Achievement Badge Name, enter a label for this badge to identify it when it displays on the Personal Page of a participant and when a page viewer hovers over it with their mouse.
- For Personal Gift Achievement Badge Description, enter a phrase that identifies the purpose to this for this badge.
- Click Finish. The Edit Event Options page displays again.
- To continue by:
- Editing the advanced options, click Advanced Options from Related Actions and continue with Editing Advanced Options.
- Defining the event location or office mailing information, click Identify Location Details from Related Actions and continue with Identifying Location Details.
- Changing the status of the event, click Next and continue with Editing the Event Status.
Changing the Event Status
The event status determines when participants can register for events, when donors can make online donations to the event, and combinations of these two as well as when the event is closed.
Click one of the following to learn about:
- Accepting Registrations Only to open registration to participants but not allow donors to make online gifts yet. You may want to do this to open registration so participants can customize their Personal Pages and begin letting people know about the event.
- Accepting Registrations and Gifts to allow participants to register and donors to make gifts to the participants, teams, and event itself.
- Accepting Gifts Only to allow gifts to be entered after the event registration has been closed or the event date is past.
- Closed to hide the registration and donation pages from view.
Changing the Event Status to Accepting Registrations Only
You can put the event in the Accepting Registrations Only status to open registration to participants but not allow donors to make online gifts yet. For example, you may open registration so participants can customize their Personal Pages in advance.
To allow participants to begin registering before accepting gifts for the event:
- Click Edit Event Options from the main Event Center page. The Event Information page displays.
- Click Edit Event Status. The Event Status page displays.
- From the Event Status drop-down list, click Accepting Registrations Only and click Finish. The Event Center main page displays again.
Changing the Event Status to Accepting Registrations and Gifts
You can put the event in the Accepting Registrations and Gifts status to allow participants to register for the event and donors to make online gifts to participants, teams, and event itself.
To allow participants register and donors to give gifts:
- Click Edit Event Options from the main Event Center page. The Event Information page displays.
- Click Edit Event Status. The Event Status page displays.
- From the Event Status drop-down list, click Accepting Registrations and Gifts and click Finish. The Event Center main page displays again.
Changing the Event Status to Accepting Gifts Only
You can put the event in the Accepting Gifts Only status to allow donors to continue giving gifts after event registration has been closed or the event date is past.
To allow donors to continue making gifts for the event:
- Click Edit Event Options from the main Event Center page. The Event Information page displays.
- Click Edit Event Status. The Event Status page displays.
- From the Event Status drop-down list, click Accepting Gifts Only and click Finish. The Event Center main page displays again.
Changing the Event Status to Closed
You can put the event in the Closed status to prevent anyone from registering or making a gift.
To close the event:
- Click Edit Event Options from the main Event Center page. The Event Information page displays.
- Click Edit Event Status. The Event Status page displays.
- From the Event Status drop-down list, click Closed and click Finish. The Event Center main page displays again.