Event Forms and Procedures

This page contains various procedure documents relating to recording event activities in the Alumni and Donor database including creating, managing and reporting on Event data.

• Event Management and Participant Tracking
  Guidelines for getting an event record set up in the Alumni and Donor database. These guidelines include naming conventions, the RSVP process and reporting options.
• Adding Event Records
  Instructions for creating new Event Records in the Alumni and Donor database.
• Custom RSVP Report Generation
  Instructions for running a custom RSVP Crystal Report from Raiser's Edge.
• Event Name Tag Procedure
  Guidelines and tips for generating event nametags in Raiser's Edge
• Participant Import Template
  Use this template for putting together a list of event participants you need imported onto an existing Event record in the Alumni and Donor database. Advancement Services will import participant lists of 50 or more and only in those cases when the requestor is willing and able to connect the imported participants to constituent records.
• Blackbaud Event Management Guide
  Blackbaud's guide to Event Management in Raiser's Edge including the nuts and bolts of using Raiser's Edge's Event module.