Hello!
We are starting to use Basic Events for the first time and set up an event to test out the functionality and come up with P&P's around events management in NXT. We ran into a few issues that I'm hoping other customers have solutions to.
- How do we add new non-constituents as a participant and ensure they are added to the Event? In the Event Participants List, a user clicked [Add Individual], clicked on the (+) sign to create a non-constituent record from the Event itself to add them as Invited. After saving, the non-constituent is not linked inside the event and the non-constituent relationship record doesn't show the event in the Event Participation tile, stating: No events found. Ideally, I wouldn't want to create a constituent record unless an attendee becomes engaged (ie: attends at least 3 events). We also tried to [Add Guest] to an attendee who is a constituent, but will not allow us to search relationship records.
- How do we add existing non-constituents as a participant? We created a non-constituent record from HOME instead of EVENTS (different from Step 1). Then, wanted to add them as an Event Participant as Invited. But, there is no option that we can see to then add this non-constituent as a Participant.
- What do you use for Participation Level? We added Host, Speaker, Sponsor, and Tributee, leaving everyone else blank. Is there a best practice for NXT reporting that others use for all attendees that aren't speaking or sponsoring, etc.?
Thank you!
