PowerUp Challenge: Third Events Task

@Crystal Bruce

We are still in test phase and not ready to use the form live. I note Julie Rempfer's comments below and agree with her points. For us, it's important to be able to further customise the registration forms so they are on brand. It is also important for us to be able to choose what happens with our RSVPs linking to constituents in our database. We would like the option to a) manually match, b) run through an automised match, c) have automised matching suggestions which are still confirmed manually, d) have attendees who are not given constituent records but sit as attendees on the event and nowhere else in the database. Alongside this, we would appreciate the ability to write profile notes on attendees who aren't constituents (eg: as an event participation record summary note) and be able to pull this in a report to send to our staff at the event.

@Crystal Bruce We haven't used it for online registration yet, only through the backend to track people who attended a panel session. Our biggest concern is that it creates a record for the participants, which is why we're still holding off.

@Crystal Bruce
We used this for one event (our first) in the past. For this year, events are being planned, and we will be using the online event registration forms.

@Crystal Bruce form creation was simple and I like the consent option to ensure we are honoring our constituent's communication wishes.

@Crystal Bruce The automatic constituent matching is nice, but it misses flagging duplicates when the email does not match and creates a new constituent at times without even noting that they're new! This is pretty frustrating so we carefully have to review all registrants, not just those flagged as new or potential duplicates.

@Crystal Bruce Honestly it was easy. I originally put a fee in the event form but had to go back and edit it to zero because the form asked me to pay the registration fee. Also, the form says adding my address was optional but when I tried to leave it blank I was required to go back and fill it in.

@Crystal Bruce, our biggest challenge is the same as what many others have said – it creates a lot of duplicates that then require extra work to merge with the correct constituent. We will not be using the features available in events until that process is improved.

@Allison Reville
but…constituents can register for both tickets and sponsorship in the same transaction. Previously I would select different gift sub-types for each, but now in batch I have to select one.

@Crystal Bruce we will be investigating this functionality with future events. We'll watch for the duplicates!