Managing Registrants in the Admin Portal (Neon Fundraise)

In this course, you’ll learn how to enter and edit registrant information in the admin portal. You will also learn how to refund registration fees, merge user pages, and create fundraising teams.

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About this course

In this course, you’ll learn how to enter and edit registrant information in the admin portal. You will also learn how to refund registration fees, merge user pages, and create fundraising teams.

Learning Objectives:

  • Review the registration options available to administrators to manage registrants
  • Create a registrant fundraiser page using the admin portal
  • Process a registration fee refund
  • Edit a user registration record in the admin portal
  • Log in as a user to edit elements of a fundraising page
  • Merge users accounts
  • Create a fundraising team and assign registrants to a team in the admin portal

Curriculum

  • Welcome Video
  • Course Introduction
  • Registrants in the Admin Portal Overview
  • Lesson 1 - Managing Registrants in the Admin Portal Overview
  • Manage Registrants
  • Lesson 1 - Watch It: Adding a Registrant
  • Lesson 2 - Practice It: Adding a Registrant
  • Lesson 3 - Refunding a Registration Fee
  • Edit Registrant Information
  • Lesson 1 - Watch It: Editing Registrant Information
  • Lesson 2 - Practice It: Editing Registrant Information
  • Lesson 3 - Watch It: Merging Users
  • Lesson 4 - Practice It: Merging Users
  • Fundraise Teams
  • Lesson 1 - Watch It: Creating a Fundraise Team
  • Lesson 2 - Practice It: Creating a Fundraise Team
  • Course Conclusion
  • Review
  • Resources
  • Good Bye!

About this course

In this course, you’ll learn how to enter and edit registrant information in the admin portal. You will also learn how to refund registration fees, merge user pages, and create fundraising teams.

Learning Objectives:

  • Review the registration options available to administrators to manage registrants
  • Create a registrant fundraiser page using the admin portal
  • Process a registration fee refund
  • Edit a user registration record in the admin portal
  • Log in as a user to edit elements of a fundraising page
  • Merge users accounts
  • Create a fundraising team and assign registrants to a team in the admin portal

Curriculum

  • Welcome Video
  • Course Introduction
  • Registrants in the Admin Portal Overview
  • Lesson 1 - Managing Registrants in the Admin Portal Overview
  • Manage Registrants
  • Lesson 1 - Watch It: Adding a Registrant
  • Lesson 2 - Practice It: Adding a Registrant
  • Lesson 3 - Refunding a Registration Fee
  • Edit Registrant Information
  • Lesson 1 - Watch It: Editing Registrant Information
  • Lesson 2 - Practice It: Editing Registrant Information
  • Lesson 3 - Watch It: Merging Users
  • Lesson 4 - Practice It: Merging Users
  • Fundraise Teams
  • Lesson 1 - Watch It: Creating a Fundraise Team
  • Lesson 2 - Practice It: Creating a Fundraise Team
  • Course Conclusion
  • Review
  • Resources
  • Good Bye!