Blackabaud Friends Asking Friends Guide - blackbaud.com.au ·...

Friends Asking Friends 2.96

02/04/2013 Blackbaud Enterprise CRM 2.96 Friends Asking Friends US

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ContentsFRIENDS ASKING FRIENDS EVENT SETUP 1Setup Checklist for Friends Asking Friends Events 2Friends Asking Friends Events 3

Add a Friends Asking Friends Event 3Add a Friends Asking Friends Event Screen 5

Edit Friends Asking Friends Events 6Delete Friends Asking Friends Events 6

Create and Map Friends Asking Friends Users 7Search for Friends Asking Friends Events 10

Search for an Event Screen 11Event Registrant Search 12

Search Friends Asking Friends Registrant Search Screen 12Search for Friends Asking Friends Constituents 13

Search Friends Asking Friends Event Records Page 14Friends Asking Friends Event Dashboard 14Batches for Friends Asking Friends Events 15Auto Match Criteria 16

Edit Auto Match Criteria 17Auto Match Criteria Screen 18

Friends Asking Friends Business Processes 18Friends Asking Friends Business Process Table 19Friends Asking Friends System Business Process Table 20

Friends Asking Friends Smart Fields 20Friends Asking Friends Smart Field Values 20

Friends Asking Friends Site Security 21Friends Asking Friends Data Warehouse 22

FRIENDS ASKING FRIENDS EVENT CAMPAIGNS 25Search for a Friends Asking Friends Event Campaign 25Add Friends Asking Friends Event Campaigns 26

Add a Friends Asking Friends Event Campaign Screen 27Event Campaigns Events Tab 28

Assign Events to Event Campaigns 28Event Campaigns National Fundraising Groups Tab 29

Add National Fundraising Groups to Event Campaigns 30Add a National Fundraising Group Screen 31

Friends Asking Friends National Fundraising Groups 32National Fundraising Group Records 32

Remove National Fundraising Groups from Event Campaigns 33

National Fundraising Group Constituency View 33Delete National Fundraising Group Records 34

Friends Asking Friends National Fundraising Group Tab 34Edit National Fundraising Group Details 34

National Fundraising Group Hierarchy Tab 35Add Levels to Group Hierarchies 35

Add a Level to Group Hierarchy Screen 36Edit National Fundraising Group Hierarchy Level Positions 36

National Fundraising Groups Local Groups Tab 37Add Local Fundraising Groups to National Fundraising Groups 37Assign Event Companies and Groups to National Company Screen 37

FRIENDS ASKING FRIENDS EVENT TEMPLATES 39Create a Friends Asking Friends Event Template 39

Share Part Across Sites 40Shared Style Sheets for Friends Asking Friends Events 42

Copy a Friends Asking Friends Event from a Template 43Update a Friends Asking Friends Template 43

Friends Asking Friends Global Changes 43Friends Asking Friends Global Change Definitions 44

Add or Change Event Attributes 44Delete Event Attributes 46Change Event Waiver 48Change Event Acknowledgement Message 50Add or Change Event Participant Communication Template 53Delete Event Participant Communication Template 55Add or Change Event Registration Option 56Delete Event Registration Option 59Add or Change Event Sponsorship Option 60Delete Event Sponsorship Option 62Add or Change Event Incentive Level 64Delete Incentive Levels for Friends Asking Friends Events 66

Edit Shared Parts for Friends Asking Friends Events 67Update Parts on Multiple Friends Asking Friends Websites 68

FRIENDS ASKING FRIENDS EVENT CONFIGURATION TASKS 71Benefits 71

Friends Asking Friends Benefits: Process Overview 71Benefit Options 72

Add Benefit Options 73Benefit Option Attributes 73

Add Attributes to a Benefit Option 74

Add Attribute Screen 74Benefits Catalog 75

Add Benefits with Options to the Benefits Catalog 75Add a Benefit with Options Screen 76

FRIENDS ASKING FRIENDS CONFIGURE TABS 79Configure Page for Friends Asking Friends Events 79Home Tab 80Website Tab 80

Edit Settings for Friends Asking Friends Websites 81Edit Design for Friends Asking Friends Websites 82Edit Content for Friends Asking Friends Websites 84

Event Details Tab 86Edit Goals for Friends Asking Friends Events 87

Edit Friends Asking Friends Event Goals Screen 88Attributes 88

Add Event Attribute Screen 89Select Merchant Accounts for Friends Asking Friends Events 90Enter Labels for Friends Asking Friends Events 91

Edit Friends Asking Friends Event Labels Screen 91Fundraising Groups Tab 92

Edit Fundraising Groups for Friends Asking Friends Events 93Edit Friends Asking Friends Fundraising Groups Screen 96

Registrations Tab 97Edit Waivers for Friends Asking Friends Events 97Add Registration Options for Friends Asking Friends Events 98

Add a Friends Asking Friends Registration Option Screen 100Friends Asking Friends Benefit Details Screen 102

Sponsorships Tab 102Add Sponsorship Options for Friends Asking Friends Events 103

Add a Friends Asking Friends Sponsorship Option Screen 104Incentives Tab 104

Edit Incentive Options for Friends Asking Friends Events 105Add Incentive Levels for Friends Asking Friends Events 105

Add a Friends Asking Friends Incentive Level Screen 106Revenue Tab 106

Revenue Rules 107Select Designations and Appeals for Friends Asking Friends Events 108Edit Revenue Options for Friends Asking Friends Events 108

Edit Revenue Options for a Friends Asking Friends Event Screen 110Communications Tab 110

Edit Acknowledgement Messages for Friends Asking Friends Events 112

Edit Confirmation Screens for Friends Asking Friends Events 113Edit Social Network Sharing Configuration for Friends Asking Friends Events 115Edit Participant Notifications for Friends Asking Friends Events 116Add Participant Communication Templates for Friends Asking Friends Events 117

Marketing Tab 118Design Email Messages for Friends Asking Friends Events 119Cancel Marketing Email Schedules for Friends Asking Friends Events 122View Friends Asking Friends Marketing Email Reports 123

Security Tab 125Edit Site Security for Events 126Edit Site Security for Constituents 126Edit Site Security for Auto Match 127

FRIENDS ASKING FRIENDS EVENTMANAGEMENT 129Friends Asking Friends Event Record 129

Run Auto-charge Process 130Dashboard 130Registrants 132

Go To Registrant 132Refund Friends Asking Friends Registrations 133Merge Friends Asking Friends Registrants 134Delete Friends Asking Friends Registrations 134

Groups 134Merge Groups 135Mark Pending Registrations as Active or Declined 135

Donations 136Add a Gift 137

Add a Friends Asking Friends Gift Screen 140Edit Recognition Credits for Friends Asking Friends Events 145

Pending Gifts 145Add a Pending Gift Payment 146

Sponsors 146Change Sponsor Status 147

Tasks and Coordinators 147Communications 148Expenses 148

FRIENDS ASKING FRIENDS EVENT REGISTRANTS 151Event Registrant Record 151

Registration Tab 152Edit Friends Asking Friends Registrants 153

Edit Registration Screen 154

Fundraising Group Search 154Add Friends Asking Friends Group Registrants 154

Delete Registrations 155Delete Registrations: Important Considerations 156

Registrant Benefits 156Edit Benefits for an Event Registrant 157

Edit Benefits Screen 158Waiver 158Registrant Attributes 158

Add Registrant Attributes 159Add Registrant Attribute Screen 160

Results 160Revenue 160Fundraising History 161

Fundraising Group Records 161Fundraising Group 162

Edit Group Details 163Edit Fundraising Group Details Screen 164Constituent Group Search 164

Fundraising Group Search 164Results 165Revenue 165Current Members 165Group History 166Registration History 166

Sponsor Record 167Sponsorship 168

Edit Friends Asking Friends Sponsors 168Edit Sponsorship Screen 169

Sponsor Benefits 169Edit Benefits for a Sponsor 170

Edit Benefits Screen 171Transactions 171

FRIENDS ASKING FRIENDS REPORTS AND LISTS 173Donations List 174

Donations List Columns 175Event Revenue Summary Report 177Groups Hierarchy Report 178Groups List 179

Groups List Columns 180Lapsed Groups List 183

Lapsed Group List Columns 184Lapsed Registrant List 186

Lapsed Registrant List Columns 188Registrants List 191

Registrant List Columns 192Sponsorship Details Report 196

INDEX 197

Friends Asking FriendsEvent SetupSetup Checklist for Friends Asking Friends Events 2

Friends Asking Friends Events 3

Create and Map Friends Asking Friends Users 7

Search for Friends Asking Friends Events 10

Event Registrant Search 12

Search for Friends Asking Friends Constituents 13

Friends Asking Friends Event Dashboard 14

Batches for Friends Asking Friends Events 15

Auto Match Criteria 16

Friends Asking Friends Business Processes 18

Friends Asking Friends Smart Fields 20

Friends Asking Friends Site Security 21

Friends Asking Friends Data Warehouse 22

To create a Friends Asking Friends event, you must add the event to your database, specify the eventinformation, and configure the website. The program automatically creates the event site as a child site of yourorganization’s primary CMS website when you add the Friends Asking Friends event to the database. In addition,the program automatically creates a designation and associates it with your Friends Asking Friends event.After you set up the event, you can preview and test it on the website. When you are satisfied with the setup,you can publish the event so website users can participate and support the event.

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Setup Checklist for Friends Asking FriendsEventsThis checklist includes the tasks to complete within the program to successfully create a Friends Asking Friendsevent. Although your consultant will help you with each of the steps during implementation, you should reviewthis list so you can provide the necessary configuration details.

q To allow application users to manage your Friends Asking Friends website, the system administrator mustcreate and map user records in the program to user records on the website. For information, see Create andMap Friends Asking Friends Users on page 7.

q Add a merchant account to process credit card payments for the event. For information, see the RevenueGuide.

q To offer benefits such as T-shirts, add benefit options. Benefit options are groups of attributes that you applyto benefits to avoid adding attributes to each benefit. For example, if you offer small, medium, and large sizesfor T-shirts, you can create one "size" benefit option for sizes and add it to benefits instead of “small,”“medium,” and “large” attributes. For information, see Benefits on page 71.

q After you create benefit options and add attributes to them, add benefits with options to the Benefits Cat-alog. When you create registration options, sponsorship options, and incentive levels, you select benefitsfrom the Benefits Catalog. For information see Benefits Catalog on page 75.

q Add an event location such as a park or sports facility so you can select it when you add the event. For infor-mation about how to add an event location, see the Events Guide.

q Add a constituent record that contains an email address for the event contact so you can select the con-stituent when you add the event. The event uses the constituent's email address as the default reply addressfor all event communications. For information about how to add a constituent record, see the ConstituentsGuide.

q Add the Friends Asking Friends event to your database. For information, see Add a Friends Asking FriendsEvent on page 3.

q To process matching gift claims, you must enableMatchFinder Online. For information, see the RevenueGuide.

q To allow donors and participants to donate to a specific location, add designation and merchant account selec-tion based on ZIP code and geography. For information, discuss custom ZIP code and designation mappingwith your consultant.

q Configure event information such as the details to display on the event website, in reports, and in com-munications to event constituents. For information, see Friends Asking Friends Configure Tabs on page 79.

q Select design elements, web page content, form layouts, and publication settings for the Friends AskingFriends website. For information, seeWebsite Tab on page 80.

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q Integrate your website with Janrain, a third-party authentication service to managemultiple logins for yourCMS and social network websites, such as Facebook and Twitter. For information, see the social media sec-tion of the CMS help file.

q To create a process to run ETL for all lists except the Donations List, navigate to Queue, Add a queue underAdministration. We recommend you schedule the process to run daily after 12 a.m. For information aboutETL, see Friends Asking Friends Data Warehouse. For information about queues, see theQueue Guide.

Friends Asking Friends EventsWith Friends Asking Friends, you can create online fundraising event websites. These websites allowwebsiteusers to register for events and use online tools to solicit donations from their friends and family. To create aFriends Asking Friends event, you add the event to your database, specify event information, and configure thewebsite. After you set up the event, you can preview and test the website. When you are satisfied with thewebsite, you publish it to allowwebsite users to participate and support the event.

Note: When you add a Friends Asking Friends event to the database, the program creates an appeal and adefault designation to associate with the event. The appeal and designation use the event name. You can selecta different designation and appeal for the event on the Revenue tab. For information about appeals anddesignations, see the Fundraising Guide.

Note: If you define an account structure in the General Ledger set up area in Administration, the Friends AskingFriends event uses the structure you specify to post transactions. If you do not define an account structure, theprogram creates a default General Ledger account. If the General Ledger is disabled, the event disregards theGeneral Ledger entirely.

On the website, participants can register for the event and join fundraising groups such as companies, teams orhouseholds. Participants can then access their personal headquarters pages, where they can support yourevent. Participants can design personal and group fundraising pages, solicit donations from friends and family,and coordinate efforts with other members of their groups.To manage the event website, you access the Friends Asking Friends event page. From this page, you can viewand manage data about event registrants and sponsors, the fundraising group hierarchy, donations, emailmessages sent through the website, and additional details related to themanagement of the event website. Youalso can use dashboards to visually measure the performance of the event.

Add a Friends Asking Friends EventWhen you add a Friends Asking Friends event, you create an event or copy an existing one. Typically, you copyan event if your organization has a template for multiple events. For information about event templates, seeFriends Asking Friends Event Templates on page 39.When you create an event, you enter the name, description, dates, times, location, event contact, and customersupport information. You can also select a previous Friends Asking Friends event to compare results and torestart fundraising groups.Event information appears on the website, in email acknowledgements, and in reports.

} Add a Friends Asking Friends event

1. From Events, click Add a new event under Friends Asking Friends. The Add a Friends Asking Friendsevent screen appears.For information about the items on this screen, see Add a Friends Asking Friends

FRIENDS ASKING FRIENDS EVENT SETUP 3

Event Screen on page 5

2. Under General, enter a name and description to identify the event.

Note: To copy configuration settings from an existing event, select it in the Copy configuration fromfield under Copy event. Typically, you use this field if you have a template event with yourorganization's branding. After you select a template event, most fields populate with information fromthat event, but you still need to enter a name, dates, and a previous event. For information abouttemplate events, see Friends Asking Friends Event Templates on page 39.

3. In the Event type field, select a program-defined event type to use in reports for comparison purposes.

4. In the Category field,select a category for the event. Event categories are code table entries that yourorganization defines in Administration. For information about how to manage code tables, see theAdministration Guide.

5. In the Alternate lookup ID field, enter an internal event identification number.

6. In the Event campaign field, select the group of related events with which to associate the event. Eventcampaigns allow you to group up to 1,000 related events for reporting, national fundraising groupmanagement, and national campaign and group website creation. For information about eventcampaigns, see 25

7. In the Site security field, click the icon to select the sites to assign to the new event. Only users withaccess to an event's site can view the event.

8. Under Details, enter the dates and times for the event, the report year, a location, and an event contact.

Note: The constituent record for the event contact must include an email address. Consider the emailaddress carefully because it is the default reply address for all event communications including donoracknowledgements, participant notifications, and marketing messages. If necessary, you can changethe email address for individual event messages from the Communications and Marketing tabs of theevent's Configure page.

9. In the Previous event field, enter a previous Friends Asking Friends event to use as a comparison for theevent. Comparison data is available in reports for configuration fields such as goals. The program alsouses the previous event to identify fundraising groups and group members to restart participation from

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households, teams, and companies. Previous group information appears in the participant’s fundraisingheadquarter’s address book.

10. Under Customer support information, enter contact information for participants to contact yourorganization for support.

11. Click Save. After the program loads the default website templates and enables the option to publish thewebsite, the event's Configure page appears.

Add a Friends Asking Friends Event ScreenScreen Item Description

Copyconfigurationfrom

To copy configuration settings from an existing event, enter the event. Typically, you usethis field if you have a template event with your organization's branding. To search foran event, click themagnifying glass. A search screen appears.After you select a template event, most fields populate with information from thatevent, but you still need to enter a name, dates, and a previous event. For informationabout template events, see Friends Asking Friends Event Templates on page 39.

Name Enter a unique name to identify the event.Description Enter a detailed description.Event type Select a program-defined event type to use in reports for comparison purposes.

CategorySelect a category for the event. Event categories are code table entries that yourorganization defines in Administration. For information about how to manage codetables, see the Administration Guide.

Site security

Click the icon to select the sites to assign to the new event. When you assign a site to anevent, only users with access to the site can view the event. If your user record isassigned to a default site, you must include the default site to save the event.You manage site security on the Security tab of the event’s Configure page, and you canalso select a site to associate with data that participants submit on your event website.

Alternatelookup ID Enter an internal event identification number.

Eventcampaign

Select the group of related events with which to associate the event. Event campaignsallow you to group up to 1,000 related events for reporting, national fundraising groupmanagement, and national campaign and group website creation. For informationabout event campaigns, see 25.

Start dateand End date Enter the event start and end dates. You can enter the same date.

Start timeand End time Enter the event start and end times.

Report year Enter the report year when the event occurs.

Location

Enter a location. To search for a location, click themagnifying glass. A search screenappears. You can add a location from the search screen or from Events.Friends Asking Friends events are not restricted by the capacity of the event location.Instead, event capacity is determined by theNumber available field that you set on theRegistrations tab of the event's Configure page. For information about registrationoptions, see Add a Friends Asking Friends Registration Option Screen on page 100.

Event contact

Enter the constituent who is the contact for the event. To search for a constituent, clickthemagnifying glass. A search screen appears.The constituent record for the event contact must include an email address. Considerthe email address carefully because it is the default reply address for all eventcommunications including donor acknowledgements, participant notifications, and


Screen Item Descriptionmarketing messages. If necessary, you can change the email address for individual eventmessages on the Communications and Marketing tabs of the event's Configure page.

Previousevent

Enter a previous Friends Asking Friends event to use as a comparison for the event.Comparison data is available in reports for configuration fields such as goals. To searchfor a previous event, click themagnifying glass. A search screen appears.The program also uses the previous event to identify fundraising groups and groupmembers to restart participation from households, teams, and companies. Previousgroup information appears in the participant’s fundraising headquarter’s address book.

Supportphone

Enter a customer support phone number for participants and donors to contact yourorganization. The phone number appears on the event website and inacknowledgements.

Support URL Enter a customer support website link for participants and donors to contact yourorganization. The URL appears on the event website and in acknowledgements.

Eventsupportemail

Enter a customer support email address for participants and donors to contact yourorganization. The email address appears on the event website and inacknowledgements .

Edit Friends Asking Friends EventsAfter you add a Friends Asking Friends event, you can edit the event information as necessary.

} Edit a Friends Asking Friends event

1. On the Friends Asking Friends event record, click Edit FAF event under Tasks. The Edit a Friends AskingFriends event screen appears.

2. Make changes as necessary. The items on this screen are the same as on the Add a Friends AskingFriends event screen. For a detailed explanation of the options, see Add a Friends Asking Friends EventScreen on page 5.

3. Click Save. You return to the Friends Asking Friends event record.

Delete Friends Asking Friends EventsYou can delete a Friends Asking Friends event if transactions or registrations are not associated with it. Thisremoves all the event’s configuration selections from the database.

Note: If you delete an event with a published website, the program automatically unpublishes the site.

Note: If you do not want to delete the event but do not want to include it in search results, mark it as inactive.When you mark an event as inactive, it does not appear in search results unless you select Include inactive onthe Search for an event screen.

} Delete a Friends Asking Friends event

1. On the Friends Asking Friends event record, click Delete event under Tasks. A confirmation messageappears.

Note: TheDelete event task does not appear if transactions or registrations exist for the event.

2. Click Yes. You return to Events.

Note: If you delete an event with a published website, the program automatically unpublishes the site.

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Create and Map Friends Asking Friends UsersBefore application users can manage your Friends Asking Friends website, the system administrator must createand map user records in the program to user records on the website. When you add users, consider how youwant to assign access within the program. Typically, organizations havemultiple people who manage andconfigure Friends Asking Friends events, and a smaller more select group of people who also administeradvanced system functionality.To create a Friends Asking Friends user, you must complete several steps in different areas of the program.

1. Add a domain user on page 7.

2. Link the application user to a CMS user on page 7.

3. Add a Friends Asking Friends system role to the application user on page 9.

4. Add a CMS role to the CMS user on page 10.

} Add a domain user

1. From Administration, click Organizational units under Configuration. The Domain Users page appears.

2. Click Add. The Add a new user screen appears.

Note: During implementation, an organizational unit is configured for your organization. This is used to manageall users. The system administrator can add, edit, and delete users within the organizational unit, as well asreset passwords, disable accounts, and unlock accounts.

3. In theUser name and Description fields, enter a name and description to identify the user.

Note: The primary CMS site name is automatically added to the end of the user name.

4. In the Password and Confirm password fields, enter the password for the user to access theorganizational unit.

5. Click Save. You return to the organizational unit record. When you create the domain user, the programautomatically creates an application user record.

For detailed information about organizational units, application users, and system roles, see the Security Guide.

6. Link the application user to a CMS user on page 7.

} Link the application user to a CMS user

1. From Administration, click Security under Administration. The Security page appears.


2. Click Application users.The Application Users page appears.

3. Select an application user and click Edit. The Edit application user screen appears.

4. Under Constituent link, select whether the user is linked to a constituent record. If you selectApplication user is linked to, select the constituent record to link the user to.

5. In the Site field, edit the primary site of the user as necessary. This site defines “My site” and “My site’sbranch” in filters and restricts the user’s access to data based on the site and constituent securitypermissions established on the system roles to which the user belongs. For information, see the SecurityGuide.

6. Under CMS link, select Link to CMS user. The content management system (CMS) user search fieldenables.

• To link to an existing CMS user, enter first name, last name, or user name information and clickSearch. The CMS User Search screen appears.

• To create a new CMS user, click Add on the CMS User Search screen. The Add CMS User screenappears.

a. To grant the new user supervisor rights in the CMS, select the checkbox. Next, enter logincredentials for the new user and the additional information you want to include such as emailaddress and last name.

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Note: Grant CMS supervisor rights only if you want users to have full access in CMS. The programautomatically assigns the FAF Event Admin role to those who do not have supervisor rights when theyaccess the website configuration screens so they can edit Friends Asking parts and pages.

b. Click Save. You return to the Edit application users screen.

7. Click Save. You return to the application user page.

8. Add a Friends Asking Friends system role to the application user on page 9.

} Add a Friends Asking Friends system role to the application user

1. Select the application user to assign the role.

2. On the application user record, select the System roles tab.

3. Click Add. The Add system role screen appears.

4. In the System role field, select the system role to assign. Use the Internet Admin role for users whomanage and configure Friends Asking Friends events, and use the Internet System Admin role for userswho also administer advanced system functionality such as job schedules and credit card processes.Typically a Blackbaud representative helps your organization configure advanced features when youimplement Friends Asking Friends, but you should designate certain users to make changes whennecessary.

5. On the Site security tab, select the record access for the user within the role based on the site security.You can assign access to all records, records with no site assigned, records for specific sites, or recordsaccessible within a branch of the site hierarchy. For information about site security, see the Security


Guide.

6. On the Constituent security tab, select the record access for the user within the role based onconstituent security groups. You can assign access to all records, records with no security groupassigned, or records for specific security groups. For information about security groups, see the SecurityGuide.

7. Click Save. You return to the System Roles tab.

8. Add a CMS role to the CMS user on page 10.

} Add a CMS role to the CMS user

1. FromWeb, click Site administration under Configuration. The CMS page appears.

2. Click Users & security. The Users & security page appears.

3. Click Users. The Users page appears.

4. Select the user to assign a CMS role, and click Click here to edit this user. The User editor page appears.

5. Under Role Membership, select FAF Event Admin. The FAF Event Admin role provides a subset of CMSfunctionality with select rights for users to manage a Friends Asking Friends site.

Note: Before you assign users to the FAF Event Admin role, create a task group to specify the CMSfeature permissions for the role. Next, assign the FAF Event Admin role to the task group. For detailedinformation about CMS users, roles, and task groups, see theUsers & Security Guide.

6. Click Save. You return to the Users page.

Note: If you do not add CMS roles to users, the program automatically assigns the FAF Event Adminrole to those who do not have supervisor rights when they access the website configuration screens.For information about CMS roles and user security, see theUsers & Security Guide.

Search for Friends Asking Friends EventsYou can enter search criteria to narrow results when you search for a Friends Asking Friends event.

} Search for a Friends Asking Friends event

1. From Events, click Search for an event under Friends Asking Friends events. The Search for an eventscreen appears. For information about the items on this screen, see Search for an Event Screen on page11.

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2. Enter search criteria and click Apply. The first 100 Friends Asking Friends events that match the searchcriteria appear.

Note: If you do not enter criteria, the results alphabetically list the first 100 events in your database.

3. Select the event to open and click Select. The event record appears.

Search for an Event ScreenScreenItem Description

NameEnter the event name or the beginning of the name. For example, if you enter W, all eventnames that begin with W appear, such as Walkathon Event 2009. If you enter E or Event, theWalkathon Event 2009 does not appear.

Location Enter the name of the event location or the beginning of the name.Eventcontact Enter the name of the event contact or the beginning of the name.

Site Select a site filter for the search results. Only events for the site appear.AlternatelookupID

Enter an internal event identification number or the beginning digit. When you run a searchusing this field, the program searches the Alternate lookup ID field on the Add a FriendsAsking Friends event screen to return results.

LookupID Enter the event identification number from the program or the beginning digit.

Category Select a category filter for the search results. Only events in that category appear.Includeinactive Select the checkbox to include inactive events in the search results.


Event Registrant SearchYou can search for Friends Asking Friends event registrants from the Registrant search screen. After you entersearch criteria and generate results, you can select a record and access the registrant record.Typically, you search Friends Asking Friends event registrants when you want a quick way to search forregistrants of events only. For example, you may want to search for a registrant when a registrant contacts yourorganization, or when you need to update a small number of records. When you search event registrants, theresults can include registrants from any Friends Asking Friends event in your database.

} Search for a Friends Asking Friends registrant

1. From Events, click Registrant search under Friends Asking Friends. The Registrant search screenappears. For information about the items on this screen, see Search for an Event Screen on page 11.

2. Enter search criteria and click Search. The first 100 Friends Asking Friends registrants that match thesearch criteria appear.

Note: If you do not enter criteria, the results alphabetically list the first 100 registrants in your database.

3. In theName column, select the registrant name to open. The registrant record appears.

Search Friends Asking Friends Registrant Search Screen

Screen Item Description

Last Name and First Enter the name of the event registrant to find such as companies, donors,

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Namehouseholds, individual participants, or teams. You can enter an entire name oronly the beginning letters. For example, if you enter “Sm”, all names that beginwith Sm appear, such as Smith and Smalls. Names are not case-sensitive, soyou can enter Smith, smith, or SMITH to return registrants named Smith.

Lookup IDEnter the primary identifier used at your organization. You can enter the entireID or only the beginning digits. For example, if you enter “1”, all lookup IDs thatbegin with the number 1 appear.

Email Enter the email address for a registrant associated with a Friends Asking Friendsevent.

AddressEnter the street address or post office box of the constituent to find, such as7930 Baker Street. To search only by street name, use a wildcard character inplace of the street number, such as “*Baker Street” or “%Baker Street”.

City Enter the city or town of the registrant to find.

State Select the state of the registrant to find.

ZIP/Postal code Enter the ZIP code of the registrant to find.

Event name Enter the event name. You can use any part of the event name to perform thesearch.

Sites Select a site filter for the search results. Only records for the site appear.

Search for Friends Asking Friends ConstituentsYou can search for Friends Asking Friends event constituents from the Search Friends Asking Friends eventrecords page. Event constituents can include donors, sponsors, individual participants, fundraising groups, orfundraising group members. After you enter search criteria and generate results, you can select a record andaccess the constituent record for the person, organization, or fundraising group.Typically, you search Friends Asking Friends event records when a participant or donor contacts yourorganization, or when you need to update a small number of records. When you search event records, theresults can include constituents from any Friends Asking Friends event in your database.

} Search for a constituent record related to a Friends Asking Friends event

1. From Events, click Registrant search under Friends asking friends events. The Search Friends AskingFriends event records page appears. For information about the items on this screen, see Search FriendsAsking Friends Event Records Page on page 14.


2. Enter search criteria and click Apply. The first 100 Friends Asking Friends records that match the searchcriteria appear.

3. To open a record, click the record name in theName column. The record appears.

For information about how to manage Friends Asking Friends event records, see Friends Asking FriendsEvent Management on page 129. For information about how to manage constituent records, see theConstituents Guide.

Search Friends Asking Friends Event Records PageScreen Item Description

NameEnter the name for an event constituent such as a donor, sponsor, individual participant,fundraising group, or fundraising group member. You use any part of the constituentname to perform the search.

Event Enter the event name. You can use any part of the event name to perform the search.Recordtype

Select a record filter for the search results. Only the records that match the type you selectappear.

Event year Enter the event year.Site Select a site filter for the search results. Only records for the site appear.Eventlocation

Enter the name of the event location.You can use any part of the event location toperform the search.

Constituentlookup ID

Enter a constituent or fundraising group ID. You can use any part of the ID to perform thesearch.

RegistrantLookup ID

Enter a registrant ID. The registrant ID is the number the program assigns to theregistration record when a person signs up for the event. You can use any part of the ID toperform the search.

Email Enter the email address for a constituent associated with a Friends Asking Friends event.

Friends Asking Friends Event DashboardThe Friends Asking Friends Event dashboard page allows you to select an event and view KPIs that provide a real-time snapshot of the event’s progress. From Events, click Event dashboard under Friends Asking Friends. TheEvent Dashboard page appears.

Under Friends Asking Friends events, you can view the event name, start date, end date, location, and eventcontact name. To view the dashboard for a specific event, click the event name. The Dashboard page appears.For information about the items on the page, see Dashboard on page 130. For information about KPIs, see theGeneral Features Guide.

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To narrow a long list of events, you can filter the grid by event name, location, site, or date. Under FriendsAsking Friends events, select the criteria of the event to view and click Apply. To remove the filter and view allevents, click Reset.

Batches for Friends Asking Friends EventsFriends Asking Friends batches enable you to enter data for registrations, gifts, and sponsorships you receiveoffline. You can also use batches to createmultiple events at one time. To manage Friends Asking Friendsbatches, go to Events and clickManage Batch Entry under Friends Asking Friends or click Batch Entry underTasks from an event record. The Batch Entry page appears.

Note: The program automatically downloads online transactions to the database.

On the batch entry page you can manage uncommitted and committed batches from one central location. Onthe Uncommitted Batches tab, you can add and manage batches and process them through their workflows. Onthe Committed Batches tab, you can view information about the batches that you commit to the database.The batch options for Friends Asking Friends events are the same as for batches elsewhere in the program, butcertain batch templates apply specifically to Friends Asking Friends events.• Use the Event Sponsorship Batch template to add or import data about the sponsors for the event. Forinformation about sponsors, see Sponsors on page 146.

• Use the Donation Batch, Enhanced Revenue Batch, or a custom batch template, to add or import data aboutpayments. For information about event payments, see Donations on page 136 and Pending Gifts on page 145.

• Use the Registrant Batch template to add or import data about participants who register for the event. Forinformation about registrants, see Registrants on page 132.

• Use the Friends Asking Friends Event Batch template to create new events. The template includes fields fromthe Add a Friends Asking Friends Event screen, as well as goal and data assignment fields from the EventDetails tab of the Configure page. For information about the Add a Friends Asking Friends Event screen, seeAdd a Friends Asking Friends Event Screen. For information about the Event Details tab, see Event Details Tab.

Note: If you enable the configuration options to notify the event contact when sponsorships and registrationsreach their limits,the programs sends the notifications if you reach capacity when you enter sponsorships andregistrations in batches.

Friends Asking Friends batch templates include a checkbox to send notifications and acknowledgements whenyou enter registrants, sponsors, and donors. The checkbox is selected by default, but you can clear it to enterhistorical data. For example, clear automatic emails if you create an event to store previous team information socurrent participants can restart the teams.To enter fundraising group registrants, first create a registrant batch to create the groups. You create a groupwhen you enter the group name and the registration information for the group leader. After you create thegroups, create another registrant batch for the group members and select the name of the group in the ParentGroup column. If you havemultiple levels in your fundraising group hierarchy, such as companies and teams,you must create a batch for each group level.

Note: If you select Event administrator must approve for new teams and companies on the Fundraising Rolestab, you must activate the groups from the Groups tab on the Friends Asking Friends event record before youcan select them from the Parent Group column.

You need to process credit card transactions before you commit Friends Asking Friends batches. Create a creditcard processing process under Revenue, Processing, EFT, Credit card processing and run it before you commit abatch. You can also create a job schedule to periodically process the transactions.For information about credit card processing, see the Payment Application Data Security Standards


Implementation Guide.For information about batches and the Batch Entry page, see the Batch and Import Guide.

Auto Match CriteriaFrom the Auto Match Criteria page, you can configure criteria to check for existing constituent records before theprogram adds constituents from website forms to the database. For each form transaction type, such as adonations or registrations, you can specify the criteria to use to identify matches.

Note: The program does not check for existing constituent records before it adds data from batches.

When a new constituent meets thematch criteria, the program merges the new record data with themostcurrent record in the database. If the new record originates from a form that requires a username and password,the program presents the user with a screen that lists the usernames of the existing records that match thecriteria. In these instances, the user must enter a password for one of the usernames before the program mergesthe new record.

Note: When forms require usernames and passwords, the program only checks existing records that containusernames to match new constituents.

To access the Auto Match Criteria page from Constituents, click Auto match criteria under Configuration.

Note: The Auto Match Criteria page is only available to users with system administrator rights, or who areassigned to the Friends Asking Friends Internet Admin role.

The page displays transaction types, the number of Zip code digits required for a match, and the confidence levelrequired to match a constituent from the website with an existing constituent.

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Edit AutoMatch CriteriaFor each website form transaction type, such as a donations or registrations, you can specify criteria to matchconstituents from website forms with existing ones in the database.

} Edit auto match criteria

1. From Constituents, click Auto match criteria under Configuration. The Auto Match Criteria pageappears.

2. Select a transaction type and click Edit. The Auto match criteria screen appears.

3. Under Exact email match, select the checkbox if you want to use email addresses to match constituents.If you select this option, the program checks for an exact email match before it checks the other automatch criteria to identify potential duplicates. If the email addresses match exactly, the programdisregards the other auto match criteria.

4. In the Consider these fields when auto matching constituents field, select the fields to compare newconstituents with existing ones.


5. In the Required confidence level to match field, select the accuracy you require for matches when youuse inexact match criteria. If you select “Low,” the program matches constituents when 70 percent of thecriteria match. For “Medium” and “High,” the program matches when 80 and 90 percent of the criteriamatch, and for “Exact” it matches when the criteria matches 100 percent.

6. In theNumber matched ZIP digits required for inexact match field, select the number of digits in theZip code that must match if you select “ZIP” as a field to consider for inexact matches. If you enter avalue, the program matches the digits from the left side of the ZIP code. For example if you enter four,the system will consider 92121 and 92126 Zip codes for constituent matches.

7. UnderOther match options, select additional criteria to use to determinematches such as whether toconsider inactive or deceased constituents as exisiting records.

8. Click Save. You return to the Auto Match Criteria page.

Auto Match Criteria ScreenScreen Item Description

Consider anyemail match ahigh confidencematch

Select the checkbox if you want to use email addresses to match new constituentsfrom website forms with existing constituents in the database. If you select thisoption, the program checks for an exact email match before it checks the otherauto match criteria to identify potential duplicates. If the email addresses matchexactly, the program disregards the other auto match criteria.

Consider thesefields when automatchingconstituents

Select the fields to compare new constituents with existing ones.

Requiredconfidence levelto match

Select the accuracy you require for matches when you use inexact match criteria. Ifyou select “Low,” the program matches constituents when 70 percent of the criteriamatch. For “Medium” and “High,” the program matches when 80 and 90 percent ofthe criteria match, and for “Exact” it matches when the criteria matches 100percent.

Number matchedZIP digitsrequired forinexact match

Select the number of digits in the ZIP or postal code that must match if you select“ZIP” as a field to consider for inexact matches. If you enter a value, the programmatches the digits from the left side of the ZIP or postal code. For example if youenter four, the system will consider 92121 and 92126 Zip codes for constituentmatches.

Other matchoptions

Select additional criteria to use to determinematches such as whether to considerinactive or deceased constituents as exisiting records.

Friends Asking Friends Business ProcessesFriends Asking Friends events use several business processes to automatically calculate data and perform systemtasks. For example, the program uses a process to calculate the incentive level benefits registrants earn whenthey raise money, send communications, and recruit other participants. Friends Asking Friends events usebusiness processes that are specific to Friends Asking Friends, and general system processes.The processes are available from the Business Process page in Administration and do not require configuration.To change a business process schedule, contact Blackbaud Support.For information about business processes, see theQueue Guide.

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Friends Asking Friends Business Process TableFriends Asking Friends events use the business processes below to automatically calculate data and performsystem tasks. For information about the system processes Friends Asking Friends events use, see Friends AskingFriends System Business Process Table on page 20.

Order Name Description FrequencyScheduledTime

1Friends AskingFriends FundraisingGroup Summary

Calculates the number of groups, group members,communications sent, gifts received, and donors foreach group in a fundraising group hierarchy. It alsocalculates the total fundraising amount and thegroup and group member retention percentages.The program uses the values in participant head-quarter pages, lists, and the Local groups tab ofnational fundraising group records.

5minutes N/A

2Friends AskingFriends IncentiveLevel Updates

Updates the benefits registrants earn when theyraise money, send communications, or recruit par-ticipants for the event.

24 hours 11:00 PM

3

Friends AskingFriends Totals andAggregates for Data-mart Business Proc-ess

Updates totals for calculations such as participantbenefits.

24 hours 11:30 PM

Independent

Friends AskingFriends DonationReport BusinessProcess

Collects donation related data from multiple data-base tables for the Donations list. The processcreates a single table which improves performancefor list generation.

24 hours 11:30 PM

IndependentFriends AskingFriends Email Proc-ess

Merges values into merge fields for email contentand queues themessages for email processing.

5minutes N/A

Independent

Friends AskingFriends NationalFundraising GroupSummary

Calculates the number of groups, group members,communications sent, gifts received, and donors fora national fundraising group. It also calculates thetotal fundraising amount and the group and groupmember retention percentages. The program usesthe values on the Group hierarchy and National fund-raising group tabs of national fundraising group rec-ords.

13min-utes

N/A


Friends Asking Friends System Business Process TableThe business processes below are not specific to Friends Asking Friends events, but the program uses them toperform functions for events.

Order Name Description FrequencyScheduledTime

1Query ViewAdd AttributeExtension Business Process

Adds attribute categories to the available columnsin lists.

24 hours 11:00 PM

2Data Warehouse Add Attrib-ute Business Process

Adds attribute categories to the available columnsin lists that refresh data from the Data Mart. Theprogram includes data from the new categorieswhen it executes the next process to refresh thedata.

24 hours 11:30 PM

3Data Mart Start ETL RefreshJob Business Process

Refreshes data such as donation information fromthe Data Mart for use in lists.

24 hours 12:00 AM

Friends Asking Friends Smart FieldsFriends Asking Friends smart fields are available under Events on the Smart Fields page in Administration. Smartfields are configured to quickly calculate complex information from your database. When you include the fields inqueries, you improve the time it takes to generate them. You create queries on the Query page in Analysis.For information about smart fields, see the Administration Guide. For information about queries, see theQueryand Export Guide.

Friends Asking Friends Smart Field ValuesThe tables below explain the smart field definitions you can use for Friends Asking Friends data.

Note: Link the Friends Asking Friends event for which you use the fields to a previous event on the event recordso the program can calculate comparison data. If you do not link to a previous event, fields that calculate valuesfor new and retained fundraising sources will not populate.

Smart Field Type Description

Amount raised by companies The amount ofmoney raised by organizations in the current event.

Amount raised by donors The amount ofmoney raised by donors in the current event.

Amount raised by householdsThe amount ofmoney raised by groups of family members in the currentevent.

Amount raised by independentparticipants

The amount ofmoney raised by independent participants in the currentevent.

Amount raised by newcompanies

The amount ofmoney raised by organizations who registered for the cur-rent event, but not the previous event.

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Smart Field Type Description

Amount raised by new donorsThe amount ofmoney raised by donors who donated to the current event,but did not the previous event.

Amount raised by newhouseholds

The amount ofmoney raised by groups of family members who registeredfor the current event, but not the previous event.

Amount raised by newindependent participants

The amount ofmoney raised by independent participants who registeredfor the current event, but not the previous event.

Amount raised by newregistrants

The amount ofmoney raised by people and organizations who registeredfor the current event, but not the previous event.

Amount raised by new sponsorsThe amount ofmoney raised by sponsors who registered for the currentevent, but not the previous event.

Amount raised by new teamsThe amount ofmoney raised by teams who registered for the currentevent, but not the previous event.

Amount raised by registrantsThe amount ofmoney raised by people and organizations who registeredfor the current event.

Amount raised by retainedcompanies

The amount ofmoney raised by organizations who registered for the cur-rent event and the previous event.

Amount raised by retaineddonors

The amount ofmoney donated by donors who donated to the currentevent and the previous event.

Amount raised by retainedhouseholds

The amount ofmoney raised by groups of family members who registeredfor the current event and the previous event.

Amount raised by independentparticipants

The amount ofmoney raised by independent participants who registeredfor the current event.

Amount raised by retainedregistrants

The amount ofmoney raised by people and organizations who registeredfor the current event and the previous event.

Amount raised by retainedsponsors

The amount ofmoney raised by sponsors who registered for the currentevent and the previous event.

Amount raised by retained teamsThe amount ofmoney raised by teams who registered for the current eventand the previous event.

Amount raised by sponsorsThe amount ofmoney raised by sponsors who registered for the currentevent.

Amount raised by teamsThe amount ofmoney raised by teams who registered for the currentevent.

Friends Asking Friends Site SecurityTypically, organizations that use Friends Asking Friends have either a hierarchical or federated organizationalstructure. A hierarchical model often consists of a national office, regional or divisional offices beneath the


national office, and local offices beneath the regional or divisional offices. A federated model usually includes anational or central office and independent local offices beneath it.You can configure a site security hierarchy for Friends Asking Friends events to match the levels in yourorganization's structure and assign users to roles with access to sites that match the levels. The sites limit therecords users can access. For example, you can create a national site with western, central, and eastern divisionsand local chapters in the western division for San Diego, Los Angeles, and San Francisco. Next, create roles fornational, regional, and local administrators, and then create users. When you create a user, add a default site theuser can access. You can assign additional sites when you assign the user to roles. For this example, grant thenational administrator access to all sites, the western regional administrator access to the western region and allthree cities, and the local San Diego administrator access to San Diego. Configure site security in Administrationbefore you add events to your database. For information about sites, see the Administration Guide.Users can assign their default sites or other sites assigned to their roles to new Friends Asking Friends events.When users copy, edit, or search for events, the program automatically filters the events based on the users' siteprivileges.By default, new constituent data for an event is associated with the default site of the user who creates theevent. On the Security tab of the event’s Configure page, you can edit the site to assign to constituent data.Similarly, the default designation and appeal are associated with the default site of the user who creates theevent. On the Revenue tab of the Configure page, you can select a different designation and appeal.

Friends Asking Friends Data WarehouseFriends Asking Friends uses a data warehouse and ETL processes for several event lists.

Tip: ETL (Extract, Transform, and Load) is a data warehousing process in which data is gathered from variouslocations (extracted), processed (transformed), and placed in a data warehouse (loaded).

A data warehouse contains business information organized and stored in such a way that queries and reportscan be run quickly with less impact on a transactional database.

Note: The terms 'data mart' and 'data warehouse' are sometimes used interchangeably. But generally, 'datawarehouse' indicates a large repository of business information at an organization and 'data mart' indicates asmaller or specialized repository that accommodates a department or division of an organization. A datawarehouse feeds a data mart, from which queries and reports are created.

The data warehouse for your Friends Asking Friends data, is maintained separately from your day-to-daytransactional database system. As such, the database for a data warehouse is periodically updated with datafrom the transactional database. Updates occur when traffic to the transactional database is low, such as duringnon-working hours. This separation ensures that queries and reports run on the data warehouse do not affectthe operation of the transactional database.Data warehouses are also structured differently than transactional databases. While transactional databases aredesigned to perform well for a variety of functions such as small queries and updating records, data warehousesare designed to perform well for reports and queries that involve a large number of records.For smaller organizations, the data warehouse will be installed and run on the same hardware as your OLTP (Online Transaction Processing) database. For larger organizations, the data warehouse can be installed and runon a separate server. However, as a hosted organization, you will not notice whether your OLTP and datawarehouse is on the same server.How does the use of data warehouse and ETL processes affect Friends Asking Friends?

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l Friends Asking Friends has a nightly process to run ETL for all lists except the Donations List. To create theprocess, navigate to Queue, Add a queue under Administration. We recommend you schedule theprocess to run daily after 12 a.m.

l Friends Asking Friends has a nightly business process to update the cache table for the Donations List.

Note: Because your event lists are updated nightly from the data warehouse, when you update data inFriends Asking Friends, your lists do not update in real time.

l All attribute types for revenue, constituent, and registration, if the attribute category was made availablein lists, is automatically added to the data warehouse by a nightly business process.

Tip: We recommend you monitor your attribute usage and remove attributes no longer in use. Themore attributes you have, the longer the nightly business process and ETL.

l When you access your event lists in Friends Asking Friends, in the upper right corner of the list, you cansee the last time your data refreshed from the data warehouse.

} Add an attribute category to lists

All attribute types for revenue, constituent, and registration, if the attribute category was made available in lists,is automatically added to the data warehouse by a nightly business process.

1. From Administration, click Attribute Categories. The Attribute Categories page appears.

2. On the Attribute categories tab, select a category and click Edit. The Edit attribute category screenappears.

3. SelectMake available in lists.

4. Click Save. You return to the Attribute Categories page and your attribute type is now available for listsand will be updated to the data warehouse by the nightly business process.


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Friends Asking FriendsEvent CampaignsSearch for a Friends Asking Friends Event Campaign 25

Add Friends Asking Friends Event Campaigns 26

Event Campaigns Events Tab 28

Event Campaigns National Fundraising Groups Tab 29

Friends Asking Friends National Fundraising Groups 32

To group related Friends Asking Friends events, create an event campaign. For example, you can create a 2014Spring Season event campaign that includes your annual zoo and walk-a-thon Friends Asking Friends eventrecords. Event campaigns allow you to group up to 1,000 related events for reporting, national fundraising groupmanagement, and national campaign and group website creation. For information about national fundraisinggroups, see Friends Asking Friends National Fundraising Groups on page 32.The event campaign record contains tabs to add and edit the events and national fundraising groups in thecampaign. From the record, under Tasks, you can edit the campaign record details, mark the campaign inactive,or delete it.

Search for a Friends Asking Friends EventCampaignFrom Events, click Event campaign search under Friends Asking Friends. The Event campaign search screenappears.

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Enter search criteria and click Search. The first 100 Friends Asking Friends event campaigns that match the searchcriteria appear. Under Results, select the campaign to open and click Select. The campaign appears.

Note: If you do not enter criteria, the results alphabetically list the first 100 event campaigns in your database.

Add Friends Asking Friends Event CampaignsFrom the Events page, under Friends Asking Friends, click Add an event campaign to create a new campaign.When you add a campaign, you create a campaign or copy an existing one. Typically, you copy a campaign if youwant to retain the configuration of an existing campaign so you do not have to manually enter settings, re-creategroup hierarchies, and other time consuming tasks.To create a new campaign, enter the name and description then select the events to include. You can also selecta site to associate with the campaign for security purposes, and a previous campaign to perform point in timecomparisons.

} Add a Friends Asking Friends event campaign

1. From Events, click Add an event campaign under Friends Asking Friends. The Add a Friends AskingFriends event campaign screen appears. For information about the items on this screen, see Add aFriends Asking Friends Event Campaign Screen on page 27

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2. Under General, enter a name and description to identify the event campaign.

Note: To copy configuration settings from an existing campaign, select it in the Copy configurationfrom field under Copy event campaign. Typically, you copy a campaign if you want to retain theconfiguration of an existing campaign so you do not have to manually enter settings, re-create grouphierarchies, and other time consuming tasks.

3. In the Site security field, click the icon to select the sites to assign to the new event campaign. Only userswith access to an event campaign's site can view the campaign.

4. In the Previous campaign field, enter a previous Friends Asking Friends event campaign to use as acomparison for the current event campaign in reports.

5. Under Events in campaign, select the event records to assign to the campaign in the Events field. Tosearch for an event record, click themagnifying glass. A search screen appears.

Note: From the search screen, you can select multiple events.

6. Click Save. The event campaign record appears.

Add a Friends Asking Friends Event Campaign Screen


Copyconfigurationfrom

To copy configuration settings from an existing event campaign, enter the event campaign.Tosearch for a campaign, click themagnifying glass. A search screen appears.The configurationsettings include the website content, national fundraising groups,national fundraising groupsettings, group hierarchies, and site permissions from the existing event campaign.Note: If you include site permissions on the new event campaign, the program adds them tothose you copy from the existing campaign.

Name Enter a unique name to identify the event campaign.

Description Enter a detailed description.

Previouscampaign

Enter a previous Friends Asking Friends event campaign to use as a comparison for thecurrent event in reports. Comparison data is available in reports and lists. To search for a

FRIENDS ASKING FRIENDS EVENT CAMPAIGNS 27

Screen Item Descriptionprevious event campaign, click themagnifying glass. A search screen appears.

Site securityClick the icon to select the sites to assign to the new event campaign. When you assign a siteto a campaign, only users with access to the site can view the event campaign. If your userrecord is assigned to a default site, you must include the default site to save the campaign.

EventsSelect the event records to assign to the campaign in the Events field. To search for an eventrecord, click themagnifying glass. A search screen appears.

Event Campaigns Events TabOn the Events tab, you can view a list of events associated with an event campaign.

Under Events in campaign, information about each event assigned to the campaign appears. The details includethe event's name, fundraising amount raised, dates, event contact name, and sites. To access a campaign event,select the event name in the grid. The event record appears. For information about the items on this page, seeFriends Asking Friends Event Management on page 129From the grid, you can also assign additional events to the campaign.

Assign Events to Event CampaignsYou assign events to an event campaign when you create the event. To assign additional events, use the Eventstab of the event campaign record.

} Assign an additional event to a Friends Asking Friends event campaign

1. On the Events tab of the Friends Asking Friends event campaign record, click Assign events under Eventsin campaign. The Select events screen appears.

28 CHAPTER 2

2. Enter the filter criteria and click Filter. You can filter by event name and you can include inactive events inthe filter. Events that match the filter criteria appear.

3. Select the events to use and click Add or click Add all. The events appear in the Selected box.

Note: To remove events from the Selected box, select them and click Remove or click Remove all.

4. To return to the event campaign record, click OK. The campaign now includes the event records.

Event Campaigns National Fundraising GroupsTabFrom the event campaign record, use the National fundraising groups tab to manage the national organizationsthat participate in multiple events.


UnderNational fundraising groups, information about each organization associated with the campaignappears. The information includes the organizational contact, fundraising group type, total amount raised,fundraising goal, and number of participants.To access additional details about a national fundraising group such as website information, group hierarchies,and local groups within hierarchy levels, select the group name in the grid. The national fundraising group recordappears. For information about national fundraising groups, see Friends Asking Friends National FundraisingGroups on page 32.From the grid, you can add national fundraising groups or remove groups from the campaign.To narrow a long list of national fundraising groups, you can filter the grid by group name or type. UnderNational fundraising groups, select the criteria of the groups to view and click Apply. To remove the filter andview all groups, click Reset.

AddNational Fundraising Groups to Event CampaignsAfter you create an event campaign, identify the national organizations that participate in multiple events so youcan track their fundraising progress and promote them as supporters of your cause.

} Add a national fundraising group to a Friends Asking Friends event campaign

1. On the National fundraising groups tab of the Friends Asking Friends event campaign record, click AddunderNational fundraising groups. The Add national fundraising group screen appears. For informationabout the items on this screen, see Add a National Fundraising Group Screen on page 31.

2. Under Summary, in theName for website field, enter the name of the national fundraising group toappear on the event campaign website.

3. In theOrganization field, enter the organization to associate with the national fundraising group record.To search for an organization, click themagnifying glass. A search screen appears. Organization recordsallow you to track a national fundraising group's participation in multiple campaigns in multiple years.

4. In the Type of group field, select a category. The categories allow you to display specific groups togetherwhen you configure the event campaign website. For example, you might create a page for participantsto join health center organizations and another to join companies. The category labels also appear on

30 CHAPTER 2

local event websites when participants search for local groups that are associated with nationalfundraising groups.

Note: You can change the default code table values for the Type of group field in Administration.

5. In theOrganization contact field, enter the constituent who is the contact for the national fundraisinggroup. To search for a constituent, click themagnifying glass. A search screen appears.

6. In the Sites field, click the icon to select the sites to assign to the national fundraising group. When youassign a site, the national fundraising group only appears in events that include the site. For example, ifyou assign the California site to a national fundraising group, the group appears in events that use theCalifornia or west coast sites. It does not appear for east coast events.

Note: If your user record is assigned to a default site, you must include the default site to save thenational fundraising group.

7. Under Registration settings, select the options to control how local fundraising groups can associatethemselves with the national group.

8. Under Goals, enter the revenue, recruitment, and communications goals for the group. If you specifiedan event campaign in the Previous campaign field on the event campaign record, enter the percentageof participants and fundraising groups to retain from the previous year's campaign.

9. Click Save. The national fundraising group record appears.

Add a National Fundraising Group ScreenScreen Item Description

Name for website Enter the name of the national fundraising group to appear on the event campaignwebsite.

OrganizationEnter the organization to associate with the national fundraising group record. Tosearch for an organization, click themagnifying glass. A search screen appears.Organization records allow you to track a national fundraising group's participationin multiple campaigns in multiple years.

SitesClick the icon to select the sites to assign to the national fundraising group. Whenyou assign a site, only users with access to the site can view the nationalfundraising group.

Type of group

Select a category. The categories allow you to display specific groups togetherwhen you configure the event campaign website. For example, you might create apage for participants to join health center organizations and another to joincompanies.You can change the default code table values for the field inAdministration.

Organization contact Enter the constituent who is the contact for the national fundraising group. Tosearch for a constituent, click themagnifying glass. A search screen appears.

Allow households andteams to join group

Select the checkbox to make the national fundraising group available for selectionwhen households and teams register from the event campaign website.

Allow local companies tojoin group

Select the checkbox to make the national fundraising group available for selectionwhen company fundraising groups register from the event campaign website.

Allow households, teams,and companies to chooselevels when joining

Select the checkbox to allow households, teams, and company fundraising groupsto select a hierarchy level within the national fundraising group when they register.For example, the San Diego office might register as a company under theWestCoast division of a national fundraising group. If you are concerned that localfundraising groups may select the wrong level, or not understand national


Screen Item Descriptionfundraising groups during registration, do not select this option. If you do notselect the checkbox, only event administrators can assign local groups to nationalfundraising groups.

Total fundraising Enter the total amount ofmoney you want the national fundraising group to raise.

Total donors Enter the number of donors you want the national fundraising group to recruit.

Participants recruited Enter the number of participants you want the national fundraising group torecruit.

Participants retained

Enter the percentage participant recruitment you want the national fundraisinggroup to retain from the previous year's event campaign.This field is only available if you enter a Friends Asking Friends event campaign inthe Previous campaign field on the Add a Friends Asking Friends event campaignscreen. Reports and lists use the previous event campaign to calculate retentionprogress.

Fundraising groupsrecruited

Enter the number of fundraising groups you want the national fundraising groupto recruit.

Fundraising groupsretained

Enter the percentage fundraising group recruitment to retain from the previousyear's event campaign.This field is only available if you enter a Friends Asking Friends event campaign inthe Previous campaign field on the Add a Friends Asking Friends event campaignscreen. Reports and lists use the previous event campaign to calculate retentionprogress.

Communications to sendEnter the number of email, letter, and social network communications you wantthe national fundraising group participants to send.

Friends Asking Friends National FundraisingGroupsA national fundraising group is an organization that participates in multiple events to raise money and awarenessfor your cause. To track an organization's progress across multiple events, create a national fundraising groupfrom an event campaign. You specify registration settings, goals, information to display on the event campaignwebsite, and hierarchy levels for each national fundraising group you add. You can also add local fundraisinggroups to national groups when participants register their groups with campaign events, but do not associatetheir local groups with national groups.

Note: When you add a national fundraising group, you can associate it with an organization record.Organization records allow you to track a national fundraising group's participation in multiple campaigns inmultiple years.

National Fundraising Group RecordsWhen you add a national fundraising group to an event campaign, the program creates a constituent group anda national fundraising group. The constituent group aggregates national fundraising group performance acrossevents, and the national fundraising group page contains the group summary details, website information,hierarchy levels, and local fundraising groups associated with it from the event campaign.For information about constituent groups, see the Constituents Guide.

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You can access national fundraising groups from event campaigns or constituent groups. To view a nationalfundraising group from an event campaign, click the name of the group in the grid underNational fundraisinggroups from the National fundraising groups tab. To view a national fundraising group and its event performanceover time from a constituent group, select the National fundraising group constituency view under View as andclick the group name under Event campaigns.

To access constituent groups, click Go to constituent under Tasks from the national fundraising group or use theconstituent search from Constituents.

Remove National Fundraising Groups from Event CampaignsAfter you add a national fundraising group to an event campaign, you can remove it as necessary.

Note: When you remove a national fundraising group, you delete the group hierarchy, website content, andother settings associated with the campaign.

} Remove a national fundraising group from an event campaign

1. On the National fundraising groups tab of the Friends Asking Friends event campaign record, select anational fundraising group name underNational fundraising groups. The national fundraising groupsrecord appears.

2. Under Tasks, click Remove group from campaign. A confirmation message appears.

3. Click Yes. You return to the National fundraising groups tab.

Note: When you remove a national fundraising group, you delete the group hierarchy, websitecontent, and other settings associated with the campaign.

National Fundraising Group Constituency ViewIf a constituent group in your database is a national fundraising group, you can access a national fundraisinggroup constituency view that displays information about the event campaigns with which the group isassociated. To view the constituent group as a national fundraising group, click National fundraising groupunder View as from the constituent group.From the constituency view, information about the national fundraising group for each event campaign appearsunder Event campaigns. The details include the national fundraising group name that appears on the eventcampaign website, event campaign name, fundraising total,the number of participants, and the date the group


was added to the campaign. From the grid, you can click the website name to access the national fundraisinggroup or the event campaign name to access the event campaign.

Note: You can access the national fundraising group and event campaign records for the event campaigns towhich you have site access. For information about site security, see the Security Guide.

Delete National Fundraising Group RecordsWhen you delete the constituent group, the program removes the constituent group and national fundraisinggroup. The program also removes the group and its associated hierarchy levels from event campaigns.Access constituent groups from national fundraising groups, or from the constituent search in Constituents.

Note: To keep a national fundraising group but remove it from an event campaign,click Remove fromcampaign on the national fundraising group record.

Friends Asking Friends National Fundraising Group TabOn the National fundraising group tab of the national fundraising group record,information about the group appears. You specify the information when you add the group to an eventcampaign.

UnderNational fundraising group details, summary information such as the group name, group type,organization record associated with the group, and registration settings appear. Below the summary details, thegroup's fundraising, recruitment, and communications goals appear. The results of the goals also appear belowthe summary details.From the tab, you can edit the group's summary information, registration settings, and goal information.

Edit National Fundraising Group DetailsAfter you add a Friends Asking Friends national fundraising group, you can edit the group information asnecessary.To access the national fundraising group record, click the group name on the National fundraising

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groups tab of the event campaign record.

} Edit a national fundraising group

1. On the National fundraising groups tab of the Friends Asking Friends event campaign record, click agroup name underNational fundraising groups. The national fundraising group record appears.

2. Click Edit underNational fundraising group details. The Edit national fundraising group screen appears.

3. Make changes as necessary. The items on this screen are the same as on the Add a national fundraisinggroup screen. For a detailed explanation of the options, see Add a National Fundraising Group Screen onpage 31.

4. Click Save. You return to the National fundraising group tab.

National Fundraising Group Hierarchy TabOn the Group hierarchy tab, you manage the levels local fundraising groups use to register under a nationalfundraising group. Group hierarchies allow national fundraising groups to specify levels that are unique to theirorganizational structure. When a national fundraising group uses a hierarchy, participants in local events canassociate their fundraising groups with the national group at any level within the hierarchy. For example, a teamin the San Diego office of a national fundraising group can join under the organization's human resourcesdepartment in the west coast division.

Under Group hierarchy, you view the group hierarchy level names, contact names, total fundraising amounts,fundraising goals, and sites. To view a group level's web page URL, total donors, participants, fundraising groups,and communications sent, click the level name in the grid.From the grid, you can add, edit, and remove hierarchy levels. You can also rearrange levels within the hierarchyas necessary.

Add Levels to Group HierarchiesTo specify levels that are unique to a national fundraising group's organizational structure, add group hierarchylevels. For example, add hierarchy levels to allow a team in a national fundraising group's San Diego office to joinunder human resources department in the west coast division.

} Add a level to a group hierarchy

1. On the National fundraising groups tab of the Friends Asking Friends event campaign record, click agroup name underNational fundraising groups. The national fundraising group record appears.


2. Click Add under Group hierarchy on the Group hierarchy tab. The Add a level to group hierarchy screenappears.

3. Under Summary, in theName field, enter a name for the group hierarchy level.

4. In theOrganization contact field, enter the constituent who is the contact for the group hierarchy level.To search for a constituent, click themagnifying glass. A search screen appears.

5. In the Sites field, click the icon to select the sites to assign to the group hierarchy level. When you assigna site, only users with access to the site or registrants for events in that site can assign local groups tothat level within the hierarchy. For example, assign the west coast division site to the California officesgroup hierarchy level. The level will not appear for east coast site users.

6. Under Goals, enter the revenue, recruitment, and communications goals for the local groups thatregister under the hierarchy level.

7. Click Save. You return to the Group hierarchy tab.

Add a Level to Group Hierarchy Screen


Name Enter the name of the group hierarchy level. The name appears on the websiteand in the program with the national fundraising group details.

Sites Click the icon to select the sites to assign to the group hierarchy level. When youassign a site, only users with access to the site can view the level.

Organization contact Enter the constituent who is the contact for the group hierarchy level. To searchfor a constituent, click themagnifying glass. A search screen appears.

Total fundraising Enter the total amount ofmoney you want the participants in the grouphierarchy level to raise.

Total donors Enter the number of donors you want the participants in the group hierarchylevel to recruit.

Participants to recruit Enter the number of participants you want participants in the group hierarchy torecruit.

Fundraising groups torecruit

Enter the number of fundraising groups you want participants in the grouphierarchy to recruit.

Communications to send Enter the number of email and social network communications you wantparticipants in the group hierarchy to send.

Edit National Fundraising Group Hierarchy Level PositionsAfter you add a level to a national fundraising group hierarchy, you can change its position within the hierarchy.

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} Edit a national fundraising group hierarchy level position

1. On the National fundraising groups tab of the Friends Asking Friends event campaign record, select agroup name underNational fundraising groups. The national fundraising group record appears.

2. On the Group hierarchy tab, click a hierarchy level name under Group hierarchy. Details about the levelappear.

3. Click Edit group hierarchy. The Edit level hierarchy screen appears.

4. Select a level and click the arrows to reposition it in the group hierarchy.

5. Click Save. You return to the Group hierarchy tab.

National Fundraising Groups Local Groups TabOn the Local groups tab, you manage fundraising groups associated with the national fundraising group. Onlyfundraising groups registered for events in the event campaign appear.

Under Local fundraising groups, you view fundraising group names, hierarchy levels, fundraising totals,fundraising goals, roles, and events. To access a fundraising group registration record, click the name in the grid.The fundraising group registration record appears. For information about fundraising group records, see Add aLevel to Group Hierarchy Screen on page 36.

Note: A blank value in theGroup hierarchy level column indicates the local fundraising group is assigneddirectly to the national fundraising group.

From the grid, you can assign groups to different levels in the national fundraising group hierarchy or associateother fundraising groups from the event campaign with the national fundraising group.Typically, you add localfundraising groups to national groups when participants register their groups with campaign events, but do notassociate their local groups with national groups.

Add Local Fundraising Groups to National Fundraising GroupsFrom the Local groups tab of a national fundraising group record, you can add a fundraising group from an eventcampaign event to the national fundraising group. Typically you add local fundraising groups to national groupswhen participants register their groups with event campaign events, but do not associate their local groups withnational groups.

Assign Event Companies and Groups to National Company ScreenTo assign fundraising groups to the national fundraising group, or to assign a group to a different level in thenational fundraising group hierarchy, click Add local fundraising groups on the Local groups tab of the nationalfundraising group record. The Assign event companies and groups to national company screen appears. Typicallyyou assign local groups to national fundraising groups when participants register their groups with eventcampaign events, but do not associate their local groups with national groups.


Enter search criteria, and click Search. The first 100 fundraising groups that match the criteria appear. The listincludes fundraising groups from the events in the national fundraising group's event campaign. You can use thefilter options to view fundraising groups that are already assigned to the national group, or do not have a currentnational group assignment.Under Results, you can view the group names, events the groups are assigned to, group leader names, groupfundraising roles,and current hierarchy level assignments. To assign a group to a level in the national fundraisinggroup hierarchy or change a current group level assignment, select the group row and make the selection in theNew assignment column.After you assign groups, click Save. You return to the Local groups tab.

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Friends Asking FriendsEvent TemplatesCreate a Friends Asking Friends Event Template 39

Copy a Friends Asking Friends Event from a Template 43

Update a Friends Asking Friends Template 43

You can create a Friends Asking Friends event to use as a template for other events. For example, if yourorganization hosts walks in multiple cities, you can create a template event for these walks and then copy theconfiguration when you create events for each city. You can copy any event in your database, but werecommend that you configure and test a template before you create copies. Template events help yourorganization save time and create consistency between events.

Create a Friends Asking Friends EventTemplateTo create a Friends Asking Friends template, add an event to your database, specify the event information, andconfigure the website. The event should include the information you want for copied events. For informationabout how to configure an event, see Friends Asking Friends Configure Tabs on page 79. Copies include thegeneric event configuration details and the event website.

Tip: We recommend that you indicate that events are templates in the event name, such as Walk for Hope 2012Template.

When you configure the website template, use the Share parts across sites option when it is available for a part.The option creates a single instance of the part when you copy the site so you only have to make changes to oneversion. For information about the option, see Share Part Across Sites on page 40.To create links from website content to other pages within the website, usemerge fields. Merge fields link towebsite pages in the site where the field appears. For example, create a page that contains content about theregistration process and then include a merge field that links to the registration page. When the site is copied,themerge field links to the registration page in the copied site instead of the template site.After you set up the template event, preview and test it on the website. We recommend that you test thefunctionality locally with trusted users before you make it generally available. For information about how tomodify the template after it is copied, see Update a Friends Asking Friends Template on page 43.

Tip: If you anticipate website style sheet changes after you copy the event, we recommend you share a stylesheet. For information about how to share a style sheet, see Shared Style Sheets for Friends Asking FriendsEvents on page 42.

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Share Part Across SitesWhen you create an event site to use as a template for multiple sites, you can use the Share part across sitesoption for select parts. The option creates a single instance of the part when you copy the site so you only haveto make changes to one version. To limit the users who can edit the shared content, you can assign securityrights from the Targeting & Security tab on the part. For example, you can select to share a Formatted Text andImage part that contains your organization's logo and then specify that only national administrators can updateit.You can select the Share part across sites option from these parts:• Formatted Text and Images• FAF Event Total• FAF Offline Form• FAF Registration Roles• FAF Top Supporters• Slideshow• Unformatted Text

Note: The Share part across sites option differs from shared website part functionality because you mustenable the option to use it. When a part is a shared website part, the program automatically shares it when youcopy a site. For information about shared website parts, see the CMS Administration Guide.

When you use the Share part across sites option, you can allow users who do not have permission to edit thetemplate content to create local copies. For example, you can allow users to create local copies of parts thatdescribe event locations. Local copies are not connected to the template content, so they are not updated whenyou update the template. Changes to local copies do not affect other sites.

Note: If a circumstance requires you to overwrite local copies of parts that use the Share part across siteoption, you can use the updatemultiple sites functionality. For information about how to updatemultiple sites,see Update Parts on Multiple Friends Asking Friends Websites on page 68.

To modify parts that use the Share part across site option, edit the template content and update all websitesthat use the content. The program updates copied sites that do not use local versions. If you have security rightsto edit template content from a copied site, you can use theOnly update this website option to create a localcopy and only apply changes to the copy.

Note: If you only have security rights to create local copies of parts, a message appears when you edit a part toask whether to create a local copy. The local copy functionality must be enabled on the template part for themessage to appear.

} Share a website template part across sites

1. On theWebsite tab of the Configure page, click Edit content. The Friends Asking Friends website contentscreen appears.

Note: To access the website content screen, your application user record must link to a CMS userrecord. For information about how to link the records, see the Create and Map Friends Asking FriendsUsers topic.

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2. Navigate to the page where the part appears. The page is in previewmode.

3. Click Edit this page. The page appears in edit mode.

4. On the part to share, click the gear button and select Edit. The part appears in design mode.

5. Click Advanced edit. The part appears in advanced edit mode.

6. Select the Properties tab, and then select Share part across sites.

7. To allow users to create local copies, select Allow users who do not have permission to edit content tocreate local copy.

Note: Local copies are not connected to the template content, so they are not updated when youupdate the template. Changes to local copies do not affect other sites.

8. To restrict the users who can edit the template content, select the Targeting & Security tab. Forinformation about how to assign security rights, see the CMS Parts Guide.

9. Click Save. You return to the page in edit mode.

} Edit a shared website template part



FRIENDS ASKING FRIENDS EVENT TEMPLATES 41

2. Navigate to a page where the part appears. The page appears in previewmode.


4. On the shared website template part, click the gear button and select Edit. Amessage tells you to selectan update type.

• To edit the part for all sites, select Update all websites that use this shared content. After you savechanges, the program updates copied sites that do not use local versions of the content.

• To apply changes to the current website and create a local copy, select Only update this website.Use this option if you have the security rights to edit template content from a copied site and youonly need to apply changes to the copy.

5. Click OK. The part appears in design mode.

6. Edit content and click Save. You return to the page in edit mode.

Shared Style Sheets for Friends Asking Friends EventsTo avoid multiple style sheets for copied Friends Asking Friends websites, you can create shared style sheets. Werecommend you use "@importurl(“yourmailstylesheet.css”)" to include a link to a shared style sheet in the firstline of each template style sheet you create. When you copy the template event, the newwebsite uses theshared style sheet to prevent duplicate style sheets.For information about style sheets and layouts, see the CMSWebsite Design Guide.

Note: We strongly recommend that only users knowledgeable in HTML and CSS edit your style sheets.

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Copy a Friends Asking Friends Event from aTemplateTo copy a Friends Asking Friends template event, use the Copy configuration from field on the Add a FriendsAsking Friends event screen. After you select a template, most fields on the screen populate with informationfrom the template. In the name, dates, and previous event fields, enter information for the new event and savethe changes. The copied event includes the generic event configuration details from the template and the eventwebsite.Next, review the event information on the Configure page and use the tabs to make changes as necessary. Forinformation about the configuration tabs, see Friends Asking Friends Configure Tabs on page 79.Copies do not include the following details from the template because they are specific to the local event:• Form and site end dates and redirect URLs on theWebsite tab• Retention goals on the Event Details tab• Early discount and late fee dates for registration and sponsorship options on the Registration and Sponsorshiptabs

• Custom marketing messages on theMarketing tabAfter you update the event information, review and test the website. To preview the site, click View site underWebsite tasks. To update content, click Edit content on theWebsite tab of the Configure page. For informationabout how to edit content, see Edit content for a Friends Asking Friends website on page 84.If content parts use the Share part across sites option and you do not have permission to edit template content,you may need to create local copies to update parts. When you edit a local version of a part, the changes youmake do not affect the other sites that use the parts. You can create your own instance of a part that uses theoption if the local copy functionality is enabled on the template.When you are satisfied with the configuration, click Publish website underWebsite Tasks so website users canparticipate in and support the event.

Update a Friends Asking Friends TemplateAfter you create copies of an event, use global updates, website template parts you share across sites, and theupdatemultiple sites functionality to update a template event and distribute the changes to the copied events.

Friends Asking Friends Global ChangesAfter you create Friends Asking Friends templates, you can update event information such as attributes,acknowledgements, participant communication templates, registration and sponsorship options, and waivers.Typically, you edit event information from the template and then use theUpdate multiple events link in Eventsto update copied events.

Note: You can also use the Global Changes page in Administration to distribute changes.

For information about Friends Asking Friends global change definitions, see the Administration Guide.


Friends Asking Friends Global Change DefinitionsDepending upon the global change that you process, there are parameters specific to that change. This sectioncontains definitions and procedures for each global change.

Add or Change Event AttributesEvent attributes allow you to define and store special information about events. If you find you need to changeevent attribute values for a template event that is copied, you can use the global change functionality to updateall the events at once. For example, if you enter the value of "Spring" for the attribute category "Season" in atemplate event, you can access one location in your database to change the value to "Summer" for the templateand all the copies. The global change functionality is available for Friends Asking Friends events from theUpdatemultiple events link in Events, or from the Global Changes page in Administration.

} Globally add or change an event attribute for Friends Asking Friends events

1. From Events, click Update multiple events. The Global Changes page appears.

2. Click Add. The Select a global change definition screen appears.

3. Under Friends Asking Friends Events, select Add or change event attribute.

4. Click OK. The Add global change screen appears.

5. In theName field, update the name that identifies this global change process if necessary. The nameappears in theGlobal changes grid on the Global Changes page in Administration.

6. In the Site field, select that site that you want to use to secure this global change instance. This fieldcontains only sites to which you have rights.

When you select a site and save the process:

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• Only users with access to the selected site can run the global change process.

• Other users cannot edit the Site entry. The system administrator or the user who created theprocess can edit the Site.

• The site automatically appears in the Site field on the Assign Permissions screen (only systemadministrators and the process owner can access this screen).

• On the Global Changes page, an Owner column appears so you can see who created the process.

7. In the Events field, click themagnifying glass to select the events to modify. The Select events screenappears for you to narrow your search.

a. Enter the filter criteria and click Filter. You can filter by event name or event program. You can alsoinclude inactive events in the filter.

b. Events that match the filter criteria appear. Select the events to use and click Add or click Add all.The events appear in the Selected box. To remove events from the Selected box, select them andclick Remove or click Remove all.

c. Click OK. You return to the Add global change screen.

8. In the Category field, select the event attribute category that contains the value to change. Your systemadministrator configures the attribute categories.

9. In the Value field, enter the new value for the attribute category. For example, if you selected thecategory Seasons, you might need to update the value to Summer.

10. In the Start date and End date fields, enter the dates that the attribute is valid for the events. Forexample, enter September 1 as the end date for Summer events.


11. In the Comment field, enter any note information you want to add to the event attribute. Thisinformation displays in the Comment column in the Attributes grid. The Attributes grid is available fromthe Event Details tab of the event's Configure page.

12. In the Rules for existing values field, select whether to keep, overwrite, or add to existing values.

• To keep an existing value and not overwrite or add to it with the new or updated value, select Donot update or add attribute.

• To replace an existing value with the new value, or to add the new category with the selected valueto event records, select Update existing values.

• To add the new value to existing values, select Add new attribute. This option is available whenmultiple values are enabled for the attribute.

13. Click Save. You return to the Global Changes page.

14. When you are ready to execute the changes, select it on the page and click Process global change.

Delete Event AttributesEvent attributes allow you to define and store special information about events. If you need to delete the valuesassociated with attribute categories for a template event that is copied, you can use the global changefunctionality to update all the events at once. For example, if you use the attribute category "Season" in atemplate event that has the value "Spring," you can access one location in your database to delete the valuefrom the template and all the copies. The global change functionality is available for Friends Asking Friendsevents from theUpdate multiple events link in Events, or from the Global Changes page in Administration.

} Globally delete an event attribute for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Delete event attribute.


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8. In the Category field, select the event attribute category for the value to delete. Your systemadministrator configures the attribute categories.




Change Event WaiverEvent waivers are agreements that participants accept to register for events. If you need to change the waiver fora template event that is copied, you can update the template and then use the global change functionality toupdate all the copied events at once. The global change functionality is available for Friends Asking Friendsevents from theUpdate multiple events link in Events, or from the Global Changes page in Administration.

} Update the template event

1. From Events, open a template Friends Asking Friends event.

2. On the Registrations tab of the Configure page, click Edit underWaiver. The Edit waiver text screenappears.

3. Update the waiver text in the HTML editor.

Note: For information about the buttons and menus on the HTML editor toolbar, see theGeneral FeaturesGuide.

4. Click Save. You return to the Registrations tab.

5. Distribute the change to copied events. For information about how to distribute the change, seeGlobally change an event waiver for Friends Asking Friends events

} Globally change an event waiver for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Change event waiver.


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7. In theWaiver field, select the event that contains the updated waiver. To search for an event, click themagnifying glass. A search screen appears.

8. To preview the waiver for the selected event, click Preview waiver.








Change Event Acknowledgement MessageThe program sends event acknowledgement messages when constituents provide their email addresses andsubmit event forms. If you find you need to change the content of an acknowledgement message for a templateevent that is copied, you can update the template and then use the global change functionality to update all thecopied events at once. The global change functionality is available for Friends Asking Friends events from theUpdate multiple events link in Events, or from the Global Changes page in Administration.



2. On the Communications tab of the Configure page, select an email message under Acknowledgementmessages and click Edit. The HTML editor appears.

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3. Update the acknowledgement text in the HTML editor. For information about the items on this screen,see the Edit an acknowledgement message for a Friends Asking Friends event topic.

4. Click Save. You return to the Communications tab.

5. Distribute the change to copied events. For information about how to distribute the change, seeGlobally change an event acknowledgement message for Friends Asking Friends events.

} Globally change an event acknowledgement message for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Change event acknowledgement message.










7. In the Event field, select the event that contains the updated acknowledgement. To search for a event,click themagnifying glass. A search screen appears.

8. In theMessage field, select the acknowledgement message to use.

9. To preview the acknowledgement message for the selected event, click Preview message.



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Add or Change Event Participant Communication TemplateParticipant communication templates aremessages you create for participants to send from the event website'spersonal headquarters. These templates provide text to help registrants request donations and recruit otherparticipants. To add or change the content of a participant communication template for a copied event, youupdate the template and then use global change to update all the copied events at once. The global changefunctionality is available for Friends Asking Friends events from theUpdate multiple events link in Events. Youcan also access it on the Global Changes page in Administration.



2. On the Communications tab of the Configure page, click Add under Participant communicationtemplates to create a new participant communication template or select the name of an existingmessage and click Edit. The Participant communication screen appears.

3. Add or update the information as necessary. For information about the items on this screen, see the Adda participant communication template for a Friends Asking Friends event topic.


5. Distribute the change to copied events. For information about how to distribute the change, seeGlobally add or change an event participant communication template for Friends Asking Friends events.

} Globally add or change an event participant communication template for Friends Asking Friends events




3. Under Friends Asking Friends Events, select Add or change event participant communicationtemplate.









7. In the Event field, to search for an event that contains the participant communication template tochange, click themagnifying glass. A search screen appears for you to find the event. After you select itand return to the Add global change screen, the Template subject field enables.

8. In the Template subject field, to search for the participant communication template subject to change,click themagnifying glass. The Select template screen appears for you to select the template.

9. Under Choose events to update, select the events to modify.

• To globally add the participant communication template to events you identify, select Add templateto specific events.

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Note: If a participant communication template with the same name already exists in the event to which youadd a template, the program includes a time stamp on the name of the template you add.

• To globally edit existing participant communication templates for events you identify, select Replaceexisting templates.

10. After you select the option to modify, click themagnifying glass. A screen appears for you to narrow yoursearch.

Note: When you filter, only events and event programs in the site your user role is assigned areavailable for selection. If your user role is not assigned to a site, only events and event program that arenot assigned to sites appear.

a. Enter the filter criteria and click Filter.





Delete Event Participant Communication TemplateParticipant communication templates aremessages you create for participants to send from the event website'spersonal headquarters. Templates provide text to help registrants solicit donations and recruit otherparticipants. If you need to delete a participant communication template for a template event that is copied, youcan use the global change functionality to update all the events at once. The global change functionality isavailable for Friends Asking Friends events from theUpdate multiple events link in Events, or from the GlobalChanges page in Administration.

} Globally delete an event communication template for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Delete event communication template.










7. In the Communication templates field, select the event communication templates to remove. Click themagnifying glass and the Select participant communication templates screen appears for you to narrowyour search.

a. Enter the filter criteria and click Filter. You can filter by communication templates, event name orevent program. You can also include inactive events in the filter.

Note: When you filter, only events and event programs in the site your user role is assigned areavailable for selection. If your user role is not assigned to a site, only events and event program that arenot assigned to sites appear.





Add or Change Event Registration OptionRegistration options are the selections participants use to sign up for an event such as Adult Runner, ChildWalker, or Virtual Participant. If you need to add or change a registration option for a template event that iscopied, you can update the template and then use the global change functionality to update all the copiedevents at once. The global change functionality is available for Friends Asking Friends events from theUpdatemultiple events link in Events, or from the Global Changes page in Administration.



2. On the Registrations tab of the Configure page, click Add under Registration options to create a newregistration option or click the name of an existing option and click Edit. The Registration option screenappears.

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3. Add or update the information as necessary. For information about the items on this screen, see the Adda registration option for a Friends Asking Friends event topic.


5. Distribute the change to copied events. For information about how to distribute the change, seeGlobally add or change an event registration option for Friends Asking Friends events.

} Globally add or change an event registration option for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Add or change event registration option.










7. In the Event field, select the template event that contains the new or updated registration option. Tosearch for a template event, click themagnifying glass. A search screen appears.

8. In the Registration option field, select the registration option to use.


Note: Registration option names must be unique in each event. If you attempt to add a registrationoption to an event in which the registration option name already exists, the global change process doesnot add the new option or update the existing one.

• To globally add the registration option to events you identify, select Add registration option tospecific events.

• To globally edit existing registration options for events you identify, select Replace existingregistration options.

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Note: When you search, only events and event programs in the site your user role is assigned areavailable for selection. If your user role is not assigned to a site, only events and event programs thatare not assigned to sites appear.






Delete Event Registration OptionRegistration options are the selections participants use to sign up for an event such as Adult Runner, ChildWalker, or Virtual Participant. If you need to delete a registration option for a template event that is copied, youcan use the global change functionality to update all the events at once. The global change functionality isavailable for Friends Asking Friends events from theUpdate multiple events link in Events, or from the GlobalChanges page in Administration.

} Globally delete an event registration option for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Delete event registration option.










7. In the Registration options field, select the registration options to remove. Click themagnifying glassand the Select registration options screen appears for you to narrow your search.

a. Enter the filter criteria and click Filter. You can filter by registration option name, event name, orevent program. You can also include inactive events in the filter.

Note: When you filter, only options, events, and event programs associated with the site your user roleis assigned are available for selection. If your user role is not assigned to a site, only options associatedwith events and event programs that are not assigned to sites appear.





Add or Change Event Sponsorship OptionSponsorship options are the selections sponsors use to sign up for an event such as Gold Sponsor, LocalSponsor, or Premium Partner. If you need to add or change a sponsorship option for a template event that iscopied, you can update the template and then use the global change functionality to update all the copiedevents at once. The global change functionality is available for Friends Asking Friends events from theUpdatemultiple events link in Events, or from the Global Changes page in Administration.



2. On the Sponsorships tab of the Configure page, click Add under Sponsorship options to create a newsponsorship option or click the name of an existing option and click Edit. The Sponsorship option screenappears.

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3. Add or update the information as necessary. For information about the items on this screen, see the Adda sponsorship option for a Friends Asking Friends event topic.

4. Click Save. You return to the Sponsorships tab.

5. Distribute the change to copied events. For information about how to distribute the change, seeGlobally add or change an event sponsorship option for Friends Asking Friends events.

} Globally add or change an event sponsorship option for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Add or change event sponsorship option.










7. In the Event field, select the template event that contains the new or updated sponsorship option. Tosearch for a template event, click themagnifying glass. A search screen appears.

8. In the Sponsorship option field, select the sponsorship option to use.


Note: Sponsorship option names must be unique in each event. If you attempt to add a sponsorshipoption to an event in which the sponsorship option name already exists, the global change processdoes not add the new option or update the existing one.

• To globally add the sponsorship option to events you identify, select Add sponsorship option tospecific events.

• To globally edit existing sponsorship options for events you identify, select Replace existingsponsorship options.


Note: When you filter, only events and event programs in the site your user role is assigned areavailable for selection. If your user role is not assigned to a site, only events and event programs thatare not assigned to sites appear.






Delete Event Sponsorship OptionSponsorship options are the selections sponsors use to sign up for an event such as Gold Sponsor, LocalSponsor, or Premium Partner. If you need to delete a sponsorship option for a template event that is copied,you can use the global change functionality to update all the events at once. The global change functionality isavailable for Friends Asking Friends events from theUpdate multiple events link in Events, or from the GlobalChanges page in Administration.

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} Globally delete an event sponsorship option for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Delete event sponsorship option.









7. In the Sponsorship options field, select the sponsorship options to remove. Click themagnifying glassand the Select sponsorship options screen appears for you to narrow your search.

a. Enter the filter criteria and click Filter. You can filter by sponsorship option name, event name, orevent program. You can also include inactive events in the filter.

Note: When you filter, only options, events, and event programs associated with the site your user roleis assigned are available for selection. If your user role is not assigned to a site, only options associatedwith events and event programs that are not assigned to sites appear.






Add or Change Event Incentive LevelIncentive levels are elements within your event's benefit structure that motivate participants to reach eventgoals. For example, you can offer a sweatshirt to participants who raise $100 to $500 and a gym membership tothose who raise $501 to $1000. If you need to add or change an incentive level for a template event that iscopied, you can update the template and then use the global change functionality to update all the copiedevents at once. The global change functionality is available for Friends Asking Friends events from theUpdatemultiple events link in Events, or from the Global Changes page in Administration.



2. On the Incentives tab of the Configure page, click Add under Incentive levels to create a new incentivelevel or click the name of an existing level and click Edit. The Incentive level screen appears.

3. Add or update the information as necessary. For information about the items on this screen, see the Adda registration option for a Friends Asking Friends event topic.

4. Click Save. You return to the Incentives tab.

5. Distribute the change to copied events. For information about how to distribute the change, seeGlobally add or change an event incentive level for Friends Asking Friends events.

} Globally add or change an event incentive level for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Add or change event incentive level.


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7. In the Event field, select the template event that contains the new or updated incentive level. To searchfor a template event, click themagnifying glass. A search screen appears.

8. In the Incentive level field, select the incentive level to use.


Note: Incentive level names must be unique in each event. If you attempt to add an incentive level toan event in which the incentive level name already exists, the global change process does not add thenew level or update the existing one.

• To globally add the incentive level to events you identify, select Add incentive level to specificevents.

• To globally edit existing incentive levels for events you identify, select Replace existing incentivelevels.

10. After you select the level to modify, click themagnifying glass. A screen appears for you to narrow yoursearch.


Note: When you search, only events and event programs in the site your user role is assigned areavailable for selection. If your user role is not assigned to a site, only events and event programs thatare not assigned to sites appear.






Delete Incentive Levels for Friends Asking Friends EventsYou can delete an incentive level.

} Globally delete an event incentive level for Friends Asking Friends events



3. Under Friends Asking Friends Events, select Delete event incentive level.






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7. In the Incentive levels field, select the incentive levels to remove. Click themagnifying glass and theSelect incentive levels screen appears for you to narrow your search.

a. Enter the filter criteria and click Filter. You can filter by incentive level name, event name, or eventprogram. You can also include inactive events in the filter.

Note: When you filter, only levels, events, and event programs associated with the site your user role isassigned are available for selection. If your user role is not assigned to a site, only options associatedwith events and event programs that are not assigned to sites appear.





Edit Shared Parts for Friends Asking Friends EventsTo modify shared parts, edit the content from the template and update all websites that use the content. Whenyou update content from shared parts, only the copied sites that do not use local copies receive the updates. Forinformation about shared parts, see Share Part Across Sites on page 40.

Note: If you have the security rights to edit shared parts for a copied site, you can update shared content fromthe copied site and only apply changes to the copy.

} Create a local copy of a website template part

1. On theWebsite tab of the Configure page, click Edit content.The Friends Asking Friends website contentscreen appears.



2. Navigate to a page where the part appears. The page appears in previewmode.


4. On the part to edit, click the gear button and select Edit. Amessage tells you that you do not havepermission to edit template content.

5. To create a local copy, click Create copy. The copied part appears in design mode.

Note: Local copies of parts are not connected to the template content, so they are not updated whenyou update the template. Changes to local copies do not affect other sites.

6. Edit the content and click Save. You return to the page in edit mode.

Update Parts onMultiple Friends Asking FriendsWebsitesFor circumstances that require you to updatemultiple instances of parts with the same part name, you can usethe updatemultiple sites functionality. You can update parts on multiple websites when the websites are:• Copied from an event template and the parts use the Share part across sites option• Copied from an event template and the parts use the Share part across site option, but the copied websitesuse local versions of the content

• Copied from an event template and the parts do not use the Share part across site option• Not copied from an event template and the parts do not use the Share part across site optionWhen you updatemultiple sites, you have the options to overwrite existing parts but keep them separate, orupdate websites to use a single shared part.Overwrite existing parts and keep them separate if you need to make a one-time update for websites you select.Select this option if you use the share option on template parts and allow users to create local copies, or if you donot use the share option but you need to update parts for more than one site. When you updatemultiple sites,the changes you apply overwrite local versions of content. For example, after you create a national eventtemplate and share it with your 50 offices who manage their local content, you learn that the default text on theGet Involved page is inaccurate. Since you are not sure which offices created local versions of the content, you

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need to updatemultiple sites instead of simply updating the content on the template part. You also need tooverwrite the existing parts and keep them separate since the update is a one time change and each officemanages local content.Update sites to use a single shared part if the parts are not connected by the share option from a template part,or if they use the share option but there aremultiple local copies and you need to manage content changes froma single location. For example, you do not use the Share part across site option on the About Us Formatted Textand Images part when you create the template because you do not anticipate updates. After the event is copied,you learn that ongoing organizational changes will require several modifications to the text so you create a singleshared part.The updatemultiple sites functionality is available for these parts:• FAF Event Total• FAF Offline Form• FAF Registration Roles• FAF Top Supporters• Formatted Text and Images• Slideshow• Unformatted Text

} Update a part on multiple Friends Asking Friends websites

1. On theWebsite tab of the Configure page, click Edit content.The Friends Asking Friends website contentscreen appears.


2. Navigate to the page where the part appears. The page in previewmode.


4. On the part to update, click the gear button and select Edit. The part appears in design mode.


Note: If the part is shared website template part and you have security rights to edit template content,you are prompted to update all websites that use the content or only the current website. Make aselection and click OK.

5. Update the part and click Save. You return to the page in edit mode.

6. Click the gear button again and select Update multiple sites. Amessage tells you to select an updatetype.

• To make a one-time update for all websites you select, select Overwrite existing parts, but keepthem separate. Select this option if you use the Share part across sites option on template partsand allow users to create local copies, or if you do not use the share option but you need to updatethe parts for more than one site. When you updatemultiple sites, the changes you apply overwritelocal versions of content.

• To create one instance of the part, select Update websites to use a single shared part. Select thisoption if the parts are not connected by the share option from a template part, or if they use theshare option but there aremultiple local copies and you need to manage content changes from asingle location. When you create a single shared part, users can only edit local versions if you grantthem permission.

7. Click OK. A grid of all the parts with the same name appears. The grid includes parts from all of yourorganization's Friends Asking Friends websites.

To filter the grid, enter your criteria and click Filter. The grid displays the parts that meet the criteria.

8. Select the parts to update and click Apply Changes. To select all parts, click the checkbox at the top ofthe grid. The program updates all pages that use the part for each site you select. You return to the pagein edit mode.

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Friends Asking FriendsEvent ConfigurationTasksBenefits 71

Before you create a Friends Asking Friends event, we recommend you set up configuration options. From Events,you can access these options under Configuration. Configuration options can affect multiple areas in theprogram. For example, you can create benefits to associate with registration options for an event.

BenefitsBenefits are gifts to thank registrants and sponsors who support your event. For example, you can give them T-shirts or coffeemugs. You associate benefits with registrations, sponsorships, and incentive levels when youcreate a Friends Asking Friends event. You can allow participants to waive benefits.

Friends Asking Friends Benefits: Process OverviewTo add benefits for a Friends Asking Friends event, you perform several steps in different areas of the program.Before you add benefits, you define and group attributes to associate with them. Attributes allow you to storespecial information for a benefit. You group attributes into benefit options so you do not have to individually addthe attributes to each benefit. For example, you can create a Sizes benefit option and add attributes such asSmall, Medium, and Large. After you create benefit options and add attributes to them, you add benefits withoptions to the Benefits Catalog. You select benefits from the Benefits Catalog when you create Friends AskingFriends events. Using the previous example, add a T-shirt benefit and select the Sizes benefit option. Next, selectthe T-shirt when you add a registration option. Small, Medium, and Large appear as the T-shirt sizes available onthe registration form.

Add Attribute Categories

Add attribute categories for benefit options in Administration. When you create an attribute category, you spec-ify the record type for the attribute such as Constituent or Benefit Option and a data type such as Text or Cur-rency. To help organize attribute data, you can create attribute categories to match your organization’s benefitoptions. For example, you might create a Sizes category and specify the Text data type so you can enter valuessuch as Small, Medium, and Large when you create attributes for a Sizes benefit option. For information abouthow to manage attribute categories, see the Administration Guide.

Add Benefit Options

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Add benefit options to associate with benefits. When you add a benefit option, you specify the name and descrip-tion. For example, to add the T-shirt benefit option, enter Sizes in theName field. From Events, you add benefitoptions under Configuration.

Add Attributes to Benefit Options

After you add a benefit option, add the attribute values to associate with it. For the Sizes benefit option example,add attributes such as Small, Medium, and Large. To add attribute values for a benefit option, access the Benefitoptions page and select an option.

Add Benefits with Options to the Benefits Catalog

After you create benefit options and associate attribute values, add the benefits to the benefits catalog. To addthem, access the Benefits Catalog page in Fundraising. When you add benefits, you can select the availableoptions.

Add Benefits to Friends Asking Friends Events

When you create Friends Asking Friends registrations, sponsorships, and incentives, you select benefits from theBenefits Catalog. Benefits appear on registration and sponsorship forms so people can select them when theysign up for the event. Incentive benefits are assigned to registrants when they achieve event goals. For infor-mation about how to select benefits from the Benefits Catalog, see Add Registration Options for Friends AskingFriends Events on page 98, Add Sponsorship Options for Friends Asking Friends Events on page 103, or EditIncentive Options for Friends Asking Friends Events on page 105.

Benefit OptionsBenefit options are groups of attributes you can apply to benefits so you do not have to individually add theattributes to each benefit. For example, if you offer small, medium, and large sizes for T-shirts and sweatshirts,you can create one benefit option for sizes and add the Size benefit option to the benefits instead of Small,Medium, and Large.

The Benefit options page displays the available Friends Asking Friends benefit options for your organization. Toaccess the Benefit options page from Events, click Benefit options under Configuration.Under Benefit options, you can view the name and description of each benefit option. To find a specific benefitoption, you can filter the grid by name. To filter the grid, enter a benefit option name to view and click Apply. Toremove the filter, click Reset.From the grid, you can add and manage benefit options as necessary. After you create a benefit option, you canspecify attributes and then add the option to a benefit from the Benefits Catalog page in Fundraising.To view the attributes for a specific benefit option, select it in the grid. The Benefit option attributes pageappears. For information about the items on this page, see Benefit Option Attributes on page 73.

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Add Benefit OptionsFrom the Benefit options page, you can add benefit options to associate with benefits. After you create a benefitoption, you can specify attributes and then add the benefit with the option to the Benefits Catalog inFundraising. For example, you can create a Sizes benefit option, add attributes such as Small, Medium, andLarge, and then add a T-shirt benefit with the Sizes benefit option.

} Add a benefit option

1. From Events, click Benefit options under Configuration. The Benefit options page appears.

2. Click Add. The Add a benefit option screen appears.

3. In theName field, enter a name to appear on the website when you associate the option with the benefitfor a registration, sponsorship, or incentive level. For example, enter “Size” to create a benefit option touse with clothing benefits for registrations.

4. In theDescription field, enter a description to appear on the website with the benefit option.

5. Click Save. You return to the Benefit options page.

Note: After you add the benefit option, add attributes to it. For information about how to add the attributes,see Add Attributes to a Benefit Option on page 74.

Benefit Option AttributesFrom the Benefit option attributes page, you can store the attributes that are specific to a benefit option.Attributes allow you to define and store special information to use with a benefit. For example, if you offer T-shirts to event registrants, you can create attributes such as Small, Medium, and Large to associate with a Sizesbenefit option. When attributes are associated with a benefit option, you add the option to the benefit insteadof the individual attributes.To view the attributes associated with a benefit option, go to Events and click Benefit options underConfiguration. On the Benefit options page, select the name of the benefit option from the Benefit options grid.

Under Attributes, you can view attributes for the benefit option. For each attribute, the grid displays itscategory, attribute group, value, and valid date range. You can also view any comments entered about thebenefit option attribute. From the grid, you can manage the attributes assigned to the benefit option.

Note: Your organization sets up benefit option attribute categories in Administration. For information about

FRIENDS ASKING FRIENDS EVENT CONFIGURATION TASKS 73

how to manage benefit option attribute categories, see the Administration Guide.

Add Attributes to a Benefit OptionFrom the Benefit option [attribute name] page, you can create attributes to store specialized information about abenefit option. For example, if you offer T-shirts to event registrants, you can create attributes such as Small,Medium, and Large to associate with a Sizes benefit option. You can add an unlimited number of attributes tothe benefit option.

} Add an attribute to a benefit option

1. From Events, click Benefit options under Configuration. The Benefit options page appears.

2. Select a benefit option. The Benefit option [attribute name] page appears.

3. Click Add. The Add attribute screen appears. For a detailed explanation of the options on this screen, seeAdd Attribute Screen on page 74.

4. In the Category field, select the type of attribute to assign to the benefit option. Your organization setsup attribute categories in Administration. When you create an attribute category, you specify the recordtype for the attribute such as “Constituent” or “Benefit Option” and the data type to use such as “Text”or “Currency.”

5. In the Value field, enter or select the value to appear for the attribute. For example, enter “Large” for asize attribute. The type of data you can enter depends on the category you select in the Category field.

6. If the attribute only applies for a specific period of time, select start and end dates.

7. In the Comment field, enter any additional information about the benefit option attribute.

8. Click Save. You return to the Benefit option [attribute name] page.

Note: After you add attributes to a benefit option, add the benefit with the option to the Benefits Catalog. Forinformation about how to add a benefit and options to the Benefits Catalog, see Add Benefits with Options tothe Benefits Catalog on page 75.

Add Attribute Screen

ScreenItem Description

Category Select the type of attribute to assign to the benefit option. After you save a benefit option

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attribute, you cannot edit this field.Your organization sets up attribute categories in Administration. When you create anattribute category, you specify the record type for the attribute such as “Constituent” or“Benefit Option” and the data type to use such as “Text” or “Currency.” For informationabout how to manage attribute categories, see the Administration Guide.

Value

Enter or select a value to appear for the attribute. For example, for a Size category, enterSmall or XL.Your organization defines attribute categories and the data types for values inAdministration. Depending on the data type, the field provides a menu, accepts free-formtext, requires a number, requires a date, and so on. For information about how to manageattribute categories and values, see the Administration Guide.

Start dateand Enddate

If the attribute only applies for a specific period of time, select the start and end dates.

Comment Enter any additional information about the attribute.

Benefits CatalogBenefits are gifts you give to constituents in return for a donation to your organization, such as a free shirt orcoffeemug to thank them for the donation. You associate benefits with appeals inMarketing andCommunications or transactions in Revenue. Some benefits may have a value equal to a percentage of thetransaction amount. You can assign benefits a monetary or percentage value. When you add a revenuetransaction and associate it with an appeal, the program automatically calculates the value of its benefits anddeducts the value from the receipt amount. When you add a transaction, you can waive benefits or modify thereceipt amount if needed.The Benefits Catalog page displays all the available benefits offered by your organization. To access the BenefitsCatalog page from Fundraising, click Benefits catalog under Configuration.Under Benefits catalog, you can view the category, description, and value of each benefit. The Send benefitcolumn indicates whether constituents receive the benefit when you commit a pledge or after the pledge is fullypaid. To help find a specific benefit, you can filter the grid by criteria such as name and category. To filter the grid,on the action bar, select the criteria of the benefits to view and click Apply. To remove the filter, click Reset.From the grid, you can add and manage benefits as necessary.

Add Benefits with Options to the Benefits CatalogFrom the Benefits Catalog page in Fundraising, you can add benefits with options to associate with FriendsAsking Friends registrations, sponsorships, and incentive levels. For example, you can add a T-shirt benefit with aSizes benefit option. When you add a registration option and select the T-shirt as a benefit, Small, Medium, andLarge appear as the T-shirt sizes available on the registration form.

} Add a benefit with options

1. From Fundraising, click Benefits catalog under Configuration. The Benefits Catalog page appears.

2. Click Add a benefit with options. The Add a benefit with options screen appears. For a detailedexplanation of the options on this screen, see Add a Benefit with Options Screen on page 76.


3. Enter a unique name and description to appear on a Friends Asking Friends registration or sponsorshipform.

4. In the Value field, enter the value of the benefit.

5. In the Category field, select a a category for the benefit, such as “Apparel” or “Service.” Your organizationdefines categories on the Code Tables page in Administration. Benefit categories help maintainconsistency in benefits data entry. For information about how to manage code tables, see theAdministration Guide.

6. Under Benefit option, select a benefit option. To search for a benefit option, click themagnifying glass. Asearch screen appears.

7. Click Save. You return to the Benefits Catalog page.

Note: After you add a benefit with options to the Benefits Catalog, add the benefit to a Friends Asking Friendsregistration, sponsorship, or incentive level. For more information about how to add benefits to Friends AskingFriends events, see Add Registration Options for Friends Asking Friends Events on page 98, Add SponsorshipOptions for Friends Asking Friends Events on page 103, or Add Incentive Levels for Friends Asking FriendsEvents on page 105.

Add a Benefit with Options Screen

ScreenItem

Description

Name Enter a unique name for the benefit. The name appears in reports and on Friends Asking Friendsregistration and sponsorship forms.

Description Enter a description to appear in reports and on Friends Asking Friends registration andsponsorship forms.

CategorySelect a category for the benefit such as "Apparel" or "Service." Your organization definescategories on the Code Tables page in Administration. Benefit categories help maintainconsistency in benefits data entry. For information about how to manage code tables, see theAdministration Guide.

Benefitoptions

In the Benefit Option column, to search for a benefit option, click themagnifying glass. In theDescription column, the benefit option from the Benefit options page appears.Note: Before you can associate a benefit option with a benefit, you must add it on the Benefitoptions page in Events.

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ScreenItem

Description

Resetbenefitoptions

To clear benefit options, click this button.


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Friends Asking FriendsConfigure TabsConfigure Page for Friends Asking Friends Events 79

Home Tab 80

Website Tab 80

Event Details Tab 86

Fundraising Groups Tab 92

Registrations Tab 97

Sponsorships Tab 102

Incentives Tab 104

Revenue Tab 106

Communications Tab 110

Marketing Tab 118

Security Tab 125

After you add a Friends Asking Friends event to your database, you use the tabs on the Configure page to specifythe event information. Event information includes details to display on the event website, use in reports, andsend in communications to event constituents. After you save changes, you can return to the Configure page toupdate and edit the information. From the Configure page, you can also view or publish the event website.

Configure Page for Friends Asking FriendsEventsThe Configure page for a Friends Asking Friends event contains the tabs you access to set up an event. After yousave changes, you can return to the Configure page to update and edit your event information. Event

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information includes details to display on the event website, use in reports, and send in communications toevent constituents.From the Configure page, under Tasks, you can also select to manage the event, edit the event record, andupdatemultiple events. UnderWebsite tasks, you can select to view or publish the event website.

Home TabOn the Home tab, you can quickly access and edit settings for an event. For example, to edit content thatappears on the website, click Content.

Instructional text appears for each configurable section to explain some of the tasks you can perform. The tasksare also accessible from other tabs on the Configure page. For example, to manage content on your website, youcan click Content on the Home tab or on theWebsite tab. When you use the Home tab to access configurationtasks, you eliminate the need to open the tasks on the tabs to find the one you need.

Website TabOn theWebsite tab, you can configure your Friends Asking Friends event website and customize the site tomatch your organization’s branding.

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UnderWebsite, the website name, publication status, and URL appear. End dates and redirect URLs for thewebsite and forms that process financial transactions also appear if you enter them.

Note: The URL only appears if the site is published.

To specify the URL website visitors will use to access the site, or to enter end dates and redirect URLs for variousportions of the site, you edit the settings. You can then select the design elements to determine the overall lookand feel of the website and add web page content.

Note: When you create an event, the program loads the default website templates. The program alsoautomatically creates the website as a child site of your organization’s primary CMS website.

Under Forms, links to the event’s forms appear so you can access the Form Designer and customize the layouts.

Edit Settings for Friends Asking FriendsWebsitesWhen you edit the settings for an event website you specify the URL website visitors will use to access the site.You also enter end dates and redirect URLs for various portions of the site.

} Edit settings for a Friends Asking Friends website

1. On theWebsite tab of the Configure page, click Edit settings. The Friends Asking Friends website settingsscreen appears.

FRIENDS ASKING FRIENDS CONFIGURE TABS 81

2. Under URL settings, enter the URL for the event website.

• To modify the URL for your organization’s primary CMS website, select Create a friendly URL. Theprogram adds the name of the Friends Asking Friends event after the domain, and you can edit thisportion of the URL as necessary.

Note: The primary website uses the domain your organization provided during your implementation.

• To use a separate URL from your primary website, click Use a new URL and enter the URL.

Warning: Before you select this option, you must map the URL to a CMS website. For moreinformation, please contact Blackbaud Support.

3. Under Expiration dates, select end dates for various portions of the site, and enter redirect URLs to useafter end dates.

• In the Registration end date, Donation end date, Sponsorship end date, andWebsite end datefields, select when to disable the event website and its forms.

Note: To reactivate a form or the website, you can edit the end date.

• In the Registration form redirect URL, Donation form redirect URL, Sponsorship form redirectURL, andWebsite redirect URL fields, enter where to redirect users after the end dates. To searchfor a URL, click the binoculars. The Create link screen appears. You can redirect users to pages on theevent website or to an unrelated website.

4. Click Save. If the website is not published, a message appears to ask you if you want to publish the eventsite. After you indicate whether to activate the link, you return to theWebsite tab.

Edit Design for Friends Asking FriendsWebsitesWhen you edit the design for an event website, you select a theme to determine the overall look and feel of thesite and then customize the design elements to match your organization’s branding.

Note: If a website designer creates a theme and custom design for your website, you do not need to completethis procedure.

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} Edit design for a Friends Asking Friends website

1. On theWebsite tab of the Configure page, click Edit design. The Friends Asking Friends website designscreen appears.

Note: To access the website design screen, your application user record must link to a CMS user record.For information about how to link the records, see the Create and Map Friends Asking Friends Userstopic.

2. To select a theme to determine the overall look and feel of the event website, select Theme. Images thatrepresent the default themes appear so you can select the one to use. A theme is selected by default anda sample page that displays the areas you can change appears under Design preview area.

Note: To zoom in and out of the sample page, click themagnifying glass icons.

3. To select font settings for the event website, select Text settings.

Tip: As you edit design elements, your changes appear under Design preview area.

• Under Body text, Title, Subtitle, Article title, and Article subtitle, select the fonts, font faces, textsizes, and text colors to use for text on the event website.

• UnderOrdered lists and Unordered lists, select the fonts, font faces, text sizes, and text colors touse for lists, as well as the numbering and bullet styles.

4. To select background colors for the event website, select Layout areas.

• Under Background colors, select background colors for various areas on the website.

• In the Page background and Exterior frame fields, select images or colors to appear in themaincontent section and the border of the website’s web pages. To select an image, click Select. TheSelect Image From Image Library screen appears. For information about this screen, see the CMSProgram Basics Guide.

5. To select font settings for themenu, selectMenu.


• UnderMain menu item, select the font, font face, text size, text color, underline or overline, andbackground color for menu items in the event website’s main menu. Themain menu typicallyincludes links to registration and donation forms, as well as to the personal headquarters section.Other menus such as the personal headquarters menu use the default template style.

• Under Active , Hover,and Selected, select the text and background colors for menu items whenwebsite users click them, hover the cursor over them, or select them. You can also select underlinesor overlines.

• In theOrientation field, select whether to display themain menu in a horizontal or vertical line.

Tip: To undo or redo up to ten actions, click Undo or Redo. To undo all of your changes, click Restore default.When you click Restore default, all design elements revert to the default settings that were in place before youmade any changes.

6. To select font settings for links, select Links.

• Under Links, select font, font face, text size, text color, and underline or overline for standard linkson the event website.

• Under Visited and Hover, select the text color and underline or overline for links after a website userclicks them or when the user hovers the cursor over them.

• Under Status links and Action links, select font, font face, text size, text color, and underline oroverline for website links that highlight progress or encourage website users to take action. Forexample, a status link can display the number of donors to date, and an action link can urge users to“Donate Now.” The program uses the event template to determine which status and action linksappear.

7. Click Save.

8. Click Close. You return to theWebsite tab.

Edit Content for Friends Asking FriendsWebsitesWhen you manage website content, you enter the text and images to appear on each of the website pages.

} Edit content for a Friends Asking Friends website



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2. To edit content, select a page in the website navigation. The page appears in previewmode.


Note: From edit mode, you can use the website navigation to select other pages to edit.

• To edit, insert, change positions, or remove parts on a page, click the gear buttons and select theappropriate option in themenu that appears. Changes you make to template parts appear on allpages that use the template. For information about parts, see the CMS Parts Guide.

Note: For parts that include a help icon, open the part to configure the online help settings.

• To edit a form, select its web page and click the gear button for the Form part. The form designerappears. For information about how to design a form, see the CMS Forms Guide.

Note: You can also access forms from theWebsite tab.

• To change an image, select the web page where it appears. Next, click the gear button for the partwith the image and open the HTML editor. From the HTML editor, you can use the Insert imagebutton to select and insert an image from the Image library. Changes you make to template partimages appear on all pages that use the template. For information about how to insert an image,see the CMS Program Basics Guide. For information about how to add and edit images in theImage library, see the CMSWebsite Design Guide.

Note: Profile images for personal and fundraising group pages are added by event participants.

Tip: We recommend you upload and save images for the event site in the Image library. If you store the imageson another website and link to them, a security message appears for users when they access pages that containthem.

4. To viewmenu pages that are not active, click Show disabled pages when you are in previewmode. Thedisabled pages appear in themenus so you can edit them. When you access an inactivemenu item, thenavigation at the top of the page indicates it is disabled.


Note: To activate a menu page, click the gear button for the FAF menu part from the edit mode. Forinformation about the FAF menu part, see the CMS Parts Guide.

5. To return to a recently viewed part or page, click History. Under History, you can access the past 10 partsor pages that you edited.

6. From edit mode, click Close. You return to theWebsite tab.

Event Details TabOn the Event Details tab, you can manage fundraising and participant goals for an event, add attributes, select amerchant account to process credit cards, and customize labels.

Under Goals, the event’s revenue, recruitment, and communication goals appear. Event goals are overall targetsthat you specify to evaluate progress. You can enter new goals, use goals from a previous event, or specifyretention goals.If you copy an event, its goals are copied, and you can edit them as necessary.If you link an event to a previous event, you can set up retention goals. However, if you copy an event that hasretention goals, retention goals are inactive for the new event. To configure retention goals, you must link thecopied event to a previous event when you create it.

Note: You enter the goals for individual participants, fundraising groups, and sponsors when you set upregistration and sponsorship options. For more information, see Add Registration Options for Friends AskingFriends Events on page 98 and Add Sponsorship Options for Friends Asking Friends Events on page 103.

Under Event attributes, you can assign attributes to categorize the event for queries and reports. For example,you can assign a Spring attribute to compare all Spring events when you generate reports.UnderMerchant accounts, you can select a merchant account to use to process credit card payments on theevent website. You set up merchant accounts on theMerchant Account page in Revenue.Under Event labels, you can edit the terms for people and organizations that appear on the event website tomatch your organization’s terminology. For example, if you change "participant" to "runner," the ParticipantSearch option on the website displays as Runner Search.

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Edit Goals for Friends Asking Friends EventsYou can enter or update revenue, recruitment, and communication goals to track progress in reports. Eventgoals are not required to configure an event, but they help measure success.

} Edit goals for a Friends Asking Friends event

1. On the Event Details tab of the Configure page, click Edit under Goals. The Edit Friends Asking Friendsevent goals screen appears. For information about the items on this screen, see Edit Friends AskingFriends Event Goals Screen on page 88

Note: When you create a Friends Asking Friends event, you can copy goals from a previous event. Onthe Add a Friends Asking Friends event screen, enter the event in the Previous event field. You can editthe goal information as necessary. After you save the information, changes to the previous event’sgoals or the Previous event field do not change the goals on this screen. For information about how toadd a previous event, see Add a Friends Asking Friends Event Screen on page 5.

2. Under Revenue, enter the amount ofmoney you want to raise in total as well as each month, week, andday. You can also specify the amount ofmoney you want to raise from sponsors, registrations,companies, teams, households, and individual participants. If you specified a Friends Asking Friendsevent in the Previous event field on the event record, enter the percentage of revenue to retain from theprevious year's event.

3. Under Recruitment, enter the number of donors, sponsors, companies, teams, households, andindividual participants you want to recruit. If you specified a Friends Asking Friends event in the Previousevent field on the event record, enter the percentage of recruitment to retain from the previous year'sevent.

4. Under Communication, enter the number of email, letter, personal page post, and social networkcommunications you want participants to send in total, as well as each month, week, and day. You canalso specify the number of communications you want companies, teams, households, and individualparticipants to send.

5. Click Save. You return to the Event Details tab.


Edit Friends Asking Friends Event Goals ScreenScreen Item Description

TotalEnter the total amount ofmoney you want to raise, or number of email, letter,personal page post, and social network communications you want participants tosend.

MonthlyEnter the amount ofmoney you want to raise, or number of email, letter, personalpage post, and social network communications you want participants to send eachmonth.

WeeklyEnter the amount ofmoney you want to raise, or number of email, letter, personalpage post, and social network communications you want participants to send eachweek.

DailyEnter the amount ofmoney you want to raise, or number of email, letter, personalpage post, and social network communications you want participants to send eachday.

Percentage of[revenue orrecruitment] toretain

Enter the percentage of revenue or recruitment to retain from the previous year'sevent.This field and the other retention fields are only available if you enter a Friends AskingFriends event in the Previous event field on the Add a Friends Asking Friends eventscreen. Reports use the previous event to calculate retention progress.

Sponsors Enter the amount of revenue you want to raise from sponsors, or the number ofsponsors you want to recruit.

Registration Enter the amount ofmoney you want to raise from registration fees.

CompaniesEnter the amount of revenue you want to raise from companies, the number ofcompanies you want to recruit, or the number of emails, letters, personal page post,and social network communications you want company team members to send.

HouseholdsEnter the amount of revenue you want to raise from households, the number ofhouseholds you want to recruit, or the number of emails, letters, personal page post,and social network communications you want household members to send.

Individualparticipants

Enter the amount of revenue you want to raise from individual participants, thenumber of individual participants you want to recruit, or the number of emails,letters, and social network communications you want individual participants to send.

TeamsEnter the amount of revenue you want to raise from teams, the number of teamsyou want to recruit, or the number of emails, letters, personal page post, and socialnetwork communications you want team members to send.

Donors Enter the number of donors you want to recruit.

AttributesAttributes allow you to store useful information about events. You can set up event attributes in Administration,and you can add them to events on the Attributes tab of the event page or on the Event Details tab of theFriends Asking Friends Configure page. Event attributes can supplement the information already stored on eventrecords so that you can track information that is important to your organization. You can create an unlimitednumber of attributes for events.

} Add an event attribute to a Friends Asking Friends event

1. From Events, open a Friends Asking Friends event.

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2. On the Configure page of a Friends Asking Friends event, select the Event Details tab and click Add in theAttributes section. The Add event attribute screen appears. For information about this screen, seeAddEvent Attribute Screen.

3. In the Category field, select a category for the attribute. Your system administrator sets up attributecategories in Administration.

4. In the Value field, enter a value or description for the attribute. For example, if the category is Season,you might enter "Spring." Make sure to enter a value that accurately identifies the attribute throughoutyour database.

5. In the Start date and End date fields, enter the dates when the attribute is valid for the event.

6. In the Comment field, enter any additional information or comments about the attribute.


Add Event Attribute ScreenThe table below explains the items on this screen.


Category Select a category for the attribute. Your system administrator sets up attributecategories in Administration.

ValueEnter a value or description for the attribute. For example, if the category is Awards,you might enter "Service Award." Make sure to enter a value that accurately identifiesthe attribute throughout your database.

Start date/End date Enter the start date and end date when the attribute is valid for the event.Comment Enter any additional comments or information about the attribute.

} Edit an event attribute for a Friends Asking Friends event

1. From Events, open a Friends Asking Friends event.

2. On the Event Details tab of the Configure page, click Edit in the Attributes section. The Edit eventattribute screen appears.

3. Make changes as necessary. The items on this screen are the same as the Add event attribute screen. Forinformation about the options, see Add Event Attribute Screen on page 89.


Note: You cannot edit an event attribute category after you create the attribute. However, you can delete theattribute and create a new version in the appropriate category.


} Copy attributes from another Friends Asking Friends event

1. On the Configure page of a Friends Asking Friends event, select the Event Details tab and click Copy fromin the Attributes section. The Copy attributes screen appears.

2. In the Copy from field, click the binoculars to search for an event.


} Delete an event attribute for a Friends Asking Friends event

1. On the Configure page of a Friends Asking Friends event, select the Event Details tab and click Delete inthe Attributes section. A confirmation message appears.

2. Click Yes. You return to the Event Details tab.

Select Merchant Accounts for Friends Asking Friends EventsYou select a merchant account to use to process all credit card transactions for the event.Before you select a merchant account, you must designate a default in Revenue. For information about how toset up merchant accounts and designate the default account, see the Revenue Guide.

} Select a merchant account for a Friends Asking Friends event

1. On the Event Details tab of the Configure page, click Edit underMerchant accounts. The Select merchantaccount screen appears.

• To use your organization’s default account, select Use default merchant account.

• To use a different merchant account, select Choose a merchant account and select the account intheMerchant account field.


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Enter Labels for Friends Asking Friends EventsYou can globally edit the event website’s terminology for people and organizations to match your organization’sterminology.

} Edit labels for a Friends Asking Friends event

1. On the Event Details tab of the Configure page, click Edit under Event labels. The Edit Friends AskingFriends event labels screen appears. For information about the items on this screen, see Edit FriendsAsking Friends Event Labels Screen on page 91.

2. Edit the singular and plural forms for the event terminology as necessary.


Edit Friends Asking Friends Event Labels ScreenScreenItem Description

Participant Edit the terms that appear on the event website for participants. For example, you can userunner and runners, or walker and walkers.

Donor Edit the terms that appear on the event website for donors. For example, you can usesupporter and supporters, or giver and givers.

Household Edit the terms that appear on the event website for households. For example, you can usefamily and families, or unit and units.

HouseholdLeader

Edit the terms that appear on the event website for heads of households. For example, youcan use parent and parents, or family administrator and family administrators.



HouseholdMember

Edit the terms that appear on the event website for members of households. For example,you can use family member and family members.

Team Edit the terms that appear on the event website for teams. For example you can use groupand groups, or classroom and classrooms.

TeamMember

Edit the terms that appear on the event website for team members. For example, you canuse group participant and group participants, or classroom fundraiser and classroomfundraisers.

TeamLeader

Edit the terms that appear on the event website for team leaders. For example, you canuse group leader and group leaders, or classroom teacher and classroom teachers.

Company Edit the terms that appear on the event website for companies. For example, you can useorganization and organizations, or school and schools.

CompanyTeam

Edit the terms that appear on the event website for company teams. For example, you canuse organization team and organization teams, or school classroom and schoolclassrooms.

CompanyLeader

Edit the terms that appear on the event website for company leaders. For example, youcan use company owner and company owners, or school principal and school principals.

Sponsor Edit the terms that appear on the event website for sponsors. For example, you can usepromoter and promoters, or partner and partners.

Fundraising Groups TabOn the Fundraising Groups tab, you specify the types of groups that participants can form. For example, you canallow participants to form teams and allow former team leaders to reactivate teams from previous events.Participants can register as individuals or as members of households, teams, or companies.

The options you select on this tab determine the group hierarchy for an event. The following graphic is anexample.

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Fundraising roles determine the address book, fundraising pages, and dashboards that participants view online.Generally, participants can view information such as fundraising and recruitment progress about otherparticipants beside or below them in the hierarchy. They cannot view information about participants abovethem.

Company leader

Views information about company co-leaders, teams, and households. A company leader also views informationabout individuals who register for the company.

Team leader

Views information about team members and team co-leaders. When a team includes a household, a team leaderviews information about the household leader, but not household members.

Household leader

Views information about household members and household co-leaders. If the household is part of a team, thehousehold leader cannot view information about team members.

Team member, Household member, and Individual participant

Fundraising group members who do not serve as leaders, only view their own personal information.

For more information about fundraising groups, see Groups on page 134.

Edit Fundraising Groups for Friends Asking Friends EventsYou can allow participants to form groups to raise money for the event. When you activate a fundraising group,you enter settings such as whether event administrators must approve new groups and whether to placemember and leader limits on groups.

Note: After you create a registration option for a fundraising group type, the option to inactivate thefundraising group is disabled.


} Edit fundraising groups for a Friends Asking Friends event

1. On the Fundraising Groups tab of the Configure page, click Edit under Fundraising groups. The EditFriends Asking Friends fundraising groups screen appears.For information about the items on thisscreen, see Edit Friends Asking Friends Fundraising Groups Screen on page 96.

2. Under Individual participants, indicate whether individual participants can register and use personalfundraising pages to raise money and achieve personal goals.

3. Under Households, indicate in theHouseholds can fundraise field whether participants can register andstart or join groups of family members who raisemoney together to achieve a common goal amount.When households fundraise, household members raise money through individual and household webpages.

• To allow household leaders to select other household members to assist with group leadershipresponsibilities, enter the number of people they can appoint in the Household leader can appointup to [] household co-leaders field. Typically, the household leader is the person who creates thehousehold during registration.

• To limit the number of participants who can join each household, enter themaximum number inthe Households are limited to [] field. Typically, you enter limits so group leaders can effectivelymanage fundraising efforts.

• To enable household registrants to join teams so the household can fundraise individually and aspart of a larger fundraising group, select the Households can join teams checkbox. If you select thisoption, also select Teams can fundraise under Teams.

• To enable participants to reactivate households from a previous event, select the Participants canreactivate households checkbox. Next, select the types of participants who can restart thehouseholds. Allow participants to reactivate households so they can use previous fundraising,recruitment, and communication data to determine goals for the current event

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4. Under Teams, indicate in the Teams can fundraise field whether participants can register and joingroups of people who raisemoney to achieve a common goal amount. When teams fundraise, teammembers raise money through individual and team web pages.

• To require the event administrator to approve new teams before they can begin fundraising, selectthe Event administrator must approve new teams checkbox. Select this option if you need to limitthe number of teams, or if you have special requirements for teams to join the event. For example,teams might need to complete a special training to qualify for the event. If you select the checkbox,you can edit email status messages for participant requests under Acknowledgement messages onthe Communications tab.

• To allow team leaders to select other team members to assist with group leadership responsibilities,enter the number of people they can appoint in the Team leader can appoint up to [] team co-leaders field. Typically, the team leader is the person who creates the team during registration.

• To enable teams to change their names after registration, select the Team name can change afterregistration checkbox. Consider how your organization tracks or publishes team names before youselect this option.

• To limit the number of participants who can join each team, enter themaximum number in theTeams are limited to [] team members field. Typically, you enter limits so group leaders caneffectively manage fundraising efforts.

• To enable participants to reactivate teams from a previous event, select the Participants canreactivate teams checkbox. Next, select the types of participants who can restart the teams. Allowparticipants to reactivate teams so they can use previous fundraising, recruitment, andcommunication data to determine goals for the current event.

5. Under Companies, indicate in the Companies can fundraise field whether organizations can register andraisemoney for the event. When companies fundraise, the organizations raise money through acompany web page. If you also enable team and household fundraising, teams and households can raisemoney toward company fundraising goals when they register under the company.

• To require the event administrator to approve new companies before they can begin fundraising,select the Event administrator must approve new companies checkbox. Select this option if youneed to limit the number of companies, or if you have special requirements for companies to jointhe event. For example, companies might need to agree to recruit a specific number of teams for theevent. If you select the checkbox, you can edit email status messages for participant requests underAcknowledgement messages on the Communications tab.

• To allow company leaders to select other company members to assist with group leadershipresponsibilities, enter the number of people they can appoint in the Company leader can appointup to [] company co-leaders field. Typically, the company leader is the person who creates thecompany during registration.

• To enable companies to change their names after registration, select the Company name canchange after registration checkbox. Consider how your organization tracks or publishes companynames before you select this option.

• To limit the number of teams for each company, enter themaximum number in the Companies arelimited to [] company teams field. Typically you enter a limit so companies can effectively managefundraising efforts.

• To limit the number of participants who can join each company team, enter the number in theCompany teams are limited to [] team members field. Typically, you enter limits so group leadersan effectively manage fundraising efforts.


• To enable participants to reactivate companies from a previous event, select the Participants canreactivate teams checkbox. Next, select the types of participants who can restart the companies.Allow participants to reactivate companies so they can use previous fundraising, recruitment, andcommunication data to determine goals for the current event.

6. Click Save. You return to the Fundraising Groups tab.

Edit Friends Asking Friends Fundraising Groups ScreenScreen Item DescriptionIndividualparticipantscan fundraise

Select the checkbox to enable individual participants to register and use personalfundraising pages to raise money and achieve personal goals.

Householdscan fundraise

Select the checkbox to enable participants to register and start or join groups of familymembers who raisemoney together to achieve a common goal amount. Whenhouseholds fundraise, household members raise money through individual andhousehold web pages.

Teams canfundraise

Select the checkbox to enable participants to register and join groups of people whoraisemoney to achieve a common goal amount. When teams fundraise, team membersraise money through individual and team web pages.

Companiescan fundraise

Select the checkbox to enable organizations to register and raisemoney for the event.When companies fundraise, the organizations raise money through a company webpage. If you also enable team and household fundraising, teams and households canraisemoney toward company fundraising goals when they register under the company.

Eventadministratormustapprove newgroups

Select the checkbox to require the event administrator to approve new teams orcompanies before they can begin fundraising. Select this option if you need to limit thenumber of teams or companies, or if you have special requirements for groups to jointhe event. For example, teams might need to complete a special training to qualify forthe event. If you select the checkbox, you can edit email status messages for participantrequests under Acknowledgement messages on the Communications tab.

Group leadercan appointco-leaders

Enter the number of participants the household, team, or company leader can select toassist with group leadership responsibilities. Typically, the group leader is the personwho creates the group during registration.

Group namecan changeafterregistration

Select the checkbox to enable teams or companies to change their names afterregistration. Consider how your organization tracks or publishes team or companynames before you select this option.

Groups arelimited to []teammembers

Enter themaximum number of participants for each household, team or company.Typically, you enter limits so group leaders can effectively manage fundraising efforts.

Householdscan jointeams

Select the checkbox to enable household registrants to join teams so the household canfundraise individually, and as part of a larger fundraising group. If you select this option,also select Teams can fundraise.

Companiesare limited to[] companyteams

Enter themaximum number of teams for each company. Typically you enter a limit socompanies can effectively manage fundraising efforts.

Participantscanreactivategroups

Select the checkbox to enable participants to reactivate households, teams, orcompanies from a previous event, and then select the types of participants who canrestart the groups. Allow participants to reactivate groups so groups can use previousfundraising, recruitment, and communication data to determine goals for the currentevent.

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Registrations TabOn the Registrations tab, you can add a waiver and registration options for the registration form thatparticipants use to sign up for the event.

UnderWaiver, add text to enable a waiver section on the registration form. The waiver is the agreement thatparticipants accept to register for the event. The version of the terms that a participant accepts during theregistration process saves to the database so you have a record of the agreement.Under Registration options, you can view the different registration selections available for the event such asAdult Runner, Child Walker, or Virtual Participant. Details include the name, description, registration amount,benefits, fundraising groups that can use it, number that remain if there is a limit, and an active or inactivestatus.

Edit Waivers for Friends Asking Friends EventsOn the Registrations tab, you enter or edit the waiver that participants must accept to register for the event. Ifthe waiver text is blank, the waiver section does not appear on the registration form .

} Edit the waiver for a Friends Asking Friends event

1. On the Registrations tab of the Configure page, click Edit underWaiver. The Edit waiver text screenappears.

2. Enter the waiver text in the HTML editor.

Note: For information about the buttons and menus on the HTML editor toolbar, see theGeneral FeaturesGuide.



AddRegistration Options for Friends Asking Friends EventsWhen you add a registration option, you select the fundraising groups that can use it. You can also select fees,benefits, goals, and restrictions. Registration options appear on the registration form alphabetically byregistration type, amount, and name.

Note: You can only apply registration options to the fundraising groups that you activate on the FundraisingRoles tab.

} Add a registration option for a Friends Asking Friends event

1. On the Registrations tab of the Configure page, click Add under Registration options. The Add a FriendsAsking Friends registration option screen appears. For information about the items on this screen, seeAdd a Friends Asking Friends Registration Option Screen on page 100.

2. On the Option tab, enter the registration option details under Registration. To enter goals orrestrictions, select the Goals, Household goals, Team goals, Company goals, and Restrictions tabs.

• In the Registration type field, select a default event registration type to associate with the newoption, or click themagnifying glass to search for a specific registration type. For information abouthow to add a registration type, see the Events Guide.

• In the Name and Description fields,enter a name for the registration option (for example, AdultRunner, Child Walker, Virtual Participant, and so on), and a detailed description.

• Select theNot available online checkbox if you only want event administrators to access theregistration option (for example, free registrations you offer to your board of directors).

• In the Available for the following fundraising groups field,select the checkboxes for eachparticipant type that can access the registration option.

3. Under Fees, specify the amount to charge participants when they use the option to register.

• In the Amount field, enter the regular fee participants must pay to register for the event with thisoption.

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• In the Tax deductible amount field, enter the registration option's charitable contribution value.This is the amount participants can claim for tax purposes. The field and the value appear in theonline confirmation, and can also be inserted into email acknowledgements.

• In the Early discount date field, click the calendar icon to select the last day participants can receivea discounted registration fee.

• In the Early discount amount field, enter the discount amount for participants who sign up on orbefore the early discount date.

• In the Late fee date field, click the calendar icon to select the first day to charge participants apenalty amount for late registration.

• In the Late fee amount field, enter the penalty amount for participants who sign up on or after thelate fee date.

• In the Allow participant to waive benefits field, select the checkbox to enable an option on theregistration form for registrants to decline registration benefits.

Note: To enable a goals tab, select the checkbox for the leader of the fundraising group to activate underAvailable for the following fundraising groups. For example, to enable the Team goals tab, select the Teamleaders checkbox.

Note: Goals for registration options apply to individual participants and fundraising groups. You enter the goalsfor all participants and groups when you edit event goals. For information about event goals, see Edit Goals forFriends Asking Friends Events on page 87.

4. To associate benefits such as T-shirts or water bottles with the registration option, click Benefits. TheBenefit details screen appears. For information about the items on this screen, see Friends AskingFriends Benefit Details Screen on page 102.

a. In the Benefit column, click themagnifying glass to search for a benefit. A search screen appears.

b. To save the benefit selections, click OK. You return to the Add a Friends Asking Friends registrationoption screen.

5. On the Goals, Household goals, Team goals, Company goals, tabs enter goals for individual participantsand fundraising groups.

• In the Minimum fundraising goal field, enter the lowest acceptable goal amount for each individualparticipant to raise for the event.

• In the Fundraising total amount field, enter the goal amount for each household, team, orcompany to raise for the event.

• In the Cannot be lower field, select the checkbox to indicate that a participant or group leadercannot lower the goal in the headquarters area of their personal or group web page.

• In the Participant must pay balance field, select the checkbox to indicate that participants must paythe fundraising balance if the goal is not met. The checkbox also activates participant credit cardfields on the registration form and the event’s Run auto-charge option so you can process theremaining amounts after the event.

• In the Participant pays balance message field,edit as necessary the text that appears on theregistration form to explain participants must pay the fundraising balance if the goal is not met.Themessage appears next to the description of the registration type on the registration form.

• In the Target fundraising goal field, enter the ideal goal amount you want each individualparticipant to raise for the event. This is the goal amount that appears in the participant's web page.


• In the Number of participants to recruit field, enter the number of participants you want eachparticipant or fundraising group to recruit for the event.

• In the Percentage of donors to retain field, enter the percentage of donors you want eachparticipant to retain from the previous year's event.

Note: To enable this field, you must link the event to a previous event on the Add an event screen.

• In the Number of communications to send field, enter the number of email and social networkcommunications you want each participant or fundraising group to send.

• In theNumber of group members field, enter the number ofmembers you want each fundraisinggroup to recruit.

• In the Percentage of group members to retain field, Enter the percentage of group members youwant each fundraising group to retain from the previous year's event.

Note: To enable this field, you must link the event to a previous event on the Add an event screen.

6. On the Restrictions tab, enter limitations for the registration option.

• In the Number available field, enter the number of registrations that are available. If you do notenter a value, the number is unlimited.

• In theDisplay number available field, select the checkbox if you want the number of remainingregistrations to appear on the registration form.

• In theNotify event contact when registration reaches limit field, select the checkbox to if you wantthe event contact to receive an email message when registration reaches capacity.

• In the Age minimum and Age maximum fields, enter theminimum and maximum age forparticipants to sign up for the event.


Add a Friends Asking Friends Registration Option ScreenScreen Item Description

Registrationtype

Select a default event registration type to associate with the new option, or click themagnifying glass to search for a specific registration type. For information about howto add a registration type, see the Events Guide.

Name Enter a name for the registration option (for example, Adult Runner, Child Walker,Virtual Participant, and so on).

Description Enter a detailed description of the registration option.Not availableonline

Select the checkbox if you only want event administrators to access the registrationoption (for example, free registrations you offer to your board of directors).

Available forthe followingfundraisinggroups

Select the checkboxes for each participant type that can access the registrationoption.

Amount Enter the regular fee participants must pay to register for the event with this option.

Tax deductibleamount

Enter the registration option's charitable contribution value. This is the amountparticipants can claim for tax purposes. The field and the value appear in the onlineconfirmation, and can also be inserted into email acknowledgements.

Early discountdate

Click the calendar icon to select the last day participants can receive a discountedregistration fee.

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Screen Item DescriptionEarly discountamount

Enter the discount amount for participants who sign up on or before the earlydiscount date.

Late fee date Click the calendar icon to select the first day to charge participants a penalty amountfor late registration.

Late fee amount Enter the penalty amount for participants who sign up on or after the late fee date.Allowparticipant towaive benefits

Select the checkbox to enable an option on the registration form for registrants todecline benefits.

BenefitsClick the button to select benefits to assign to the registration option. Before you canselect a benefit, you must first add it to the Benefit Catalog in Fundraising. Forinformation about Friends Asking Friends benefits, see Benefits on page 71.

Minimumfundraising goal

Enter the lowest acceptable goal amount for each individual participant to raise forthe event.

Fundraisingtotal amount Enter the goal amount for each household, team, or company to raise for the event.

Cannot be lower Select the checkbox to indicate that a participant or group leader cannot lower thegoal in the headquarters area of their personal or group web page.

Participant mustpay balance

Select the checkbox to indicate that participants must pay the fundraising balance ifthe goal is not met. The checkbox also activates participant credit card fields on theregistration form and the event’s Run auto-charge option so you can process theremaining amounts after the event.

Participant paysbalancemessage

Edit the text that explains to participants that they must pay the fundraising balanceif the goal is not met.Themessage appears next to the registration type description on the registrationform.

Targetfundraising goal

Enter the ideal goal amount you want each individual participant to raise for theevent. This is the goal amount that appears in the participant's web page.

Number ofparticipants torecruit

Enter the number of participants you want each participant or fundraising group torecruit for the event.

Percentage ofdonors to retain

Enter the percentage of donors you want each participant to retain from theprevious year's event.Note: To enable this field, you must link the event to a previous event on the Add anevent screen.

Number ofcommunicationsto send

Enter the number of email, letter, and social network communications you want eachparticipant or fundraising group to send.

Number ofhouseholdmembers

Enter the number ofmembers you want each household to recruit.

Number of teammembers Enter the number ofmembers you want each team to recruit.

Percentage ofhouseholdmembers toretain

Enter the percentage of household members you want each household to retainfrom the previous year's event.Note: To enable this field, you must link the event to a previous event on the Add anevent screen.

Percentage ofteam members

Enter the percentage of team members you want each team to retain from theprevious year's event.



to retain Note: To enable this field, you must link the event to a previous event on the Add anevent screen.

Number ofteams Enter the number of teams you want each company to recruit.

Percentage ofteams to retain

Enter the percentage of teams you want each company to retain from the previousyear's event.Note: To enable this field, you must link the event to a previous event on the Add anevent screen.

Numberavailable

Enter the number of registrations that are available. If you do not enter a value, thenumber is unlimited.

Display numberavailable

Select the checkbox if you want the number of remaining registrations to appear onthe registration form.

Notify eventcontact whenregistrationreaches limit

Select the checkbox to send the event contact an email message when registrationreaches capacity.

Age minimumand Agemaximum

If necessary, enter theminimum and maximum age for participants to sign up for theevent.

Friends Asking Friends Benefit Details ScreenScreenItem Description

Resetbenefits To clear selected benefits, click this button.

BenefitClick themagnifying glass to search for a specific benefit option to assign to theregistration, sponsorship, or incentive level. To select a benefit, you must first add it to theBenefit Catalog in Fundraising. For information about Friends Asking Friends benefits, seeBenefits on page 71.

Quantity When you add a benefit, the default quantity is 1. If necessary, update the quantity of thebenefit the constituent receives.

Unit value The value of the benefit specified in the Benefits Catalog appears.

Total value The total value of the benefits appears.To calculate this total, the program multiplies the benefit quantity by the unit value.

Description The description of the benefit specified in the Benefits Catalog appears.Totalbenefitamount

The total value of all benefits the constituent receives appears.

Sponsorships TabOn the Sponsorships tab, you can add options that appear on sponsorship forms when sponsors sign up for theevent. Typically, sponsors are organizations that receive promotional opportunities to support the event. Forexample, a company might sponsor an event and add a logo to the event T-shirt.

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The tab displays the sponsor level names such as Gold Sponsor, Local Sponsor, or Premium Partner, as well asthe description, sponsorship amount, and benefits. It also displays the number that remains if there is a limit andwhether the sponsorship is active.

Add Sponsorship Options for Friends Asking Friends EventsWhen you add a sponsorship option, you select the fees, benefits, and restrictions.

} Add a sponsorship option for a Friends Asking Friends event

1. On the Sponsorships tab of the Configure page, click Add under Sponsorship options. The Add a FriendsAsking Friends sponsorship option screen appears.

2. Enter the sponsorship option details. For information about the items on this screen, see Add a FriendsAsking Friends Sponsorship Option Screen on page 104.

3. To associate benefits with the sponsorship option such as company logos on the website, click Benefits.The Benefit details screen appears. For information about the items on this screen, see Friends AskingFriends Benefit Details Screen on page 102.

a. In the Benefits column, click themagnifying glass to search for a benefit. A search screen appears.

b. To save the benefit selections, click OK. You return to the Add a Friends Asking Friends sponsorshipoption screen.

4. Click Save. You return to the Sponsorships tab.


Add a Friends Asking Friends Sponsorship Option ScreenScreen Item Description

NameEnter a name for the sponsorship option (for example, Gold Sponsor, LocalSponsor, Premium Partner, and so on). Sponsorship options are also known assponsorship levels.

Description Enter a detailed description of the sponsorship option.Not availableonline

Select the checkbox if you only want event administrators to access thesponsorship option (for example, sponsorship options that require authorization).

Allow sponsor towaive benefits

Select the checkbox to enable an option on the sponsorship form for sponsors todecline benefits.

BenefitsClick the link to select benefits to assign to the sponsorship option. Before you canselect a benefit, you must first add it to the Benefit Catalog in Fundraising. Forinformation about Friends Asking Friends benefits, see Benefits on page 71.

Amount Enter the regular fee sponsors must pay for this option.

Tax deductibleamount

Enter the sponsorship option's charitable contribution value. This is the amountsponsors can claim for tax purposes. The field and the value appear in the onlineconfirmation, and can also be inserted into email acknowledgements.

Early discountdate Click the calendar icon to select the last day sponsors can receive a discounted fee.

Late fee date Click the calendar icon to select the first day to charge sponsors a penalty amountfor this option.

Early discountamount

Enter the discount amount for sponsors who sign up on or before the earlydiscount date.

Late fee amount Enter the penalty amount for sponsors who sign up on or after the late fee date.

Number available Enter the number of sponsorships that are available. If you do not enter a value,the number is unlimited.

Display numberavailable

Select the checkbox to display the number of remaining sponsorships available onthe sponsorship form.

Notify eventcontact whensponsorshipreaches limit

Select the checkbox to send the event contact an email message when thesponsorship reaches capacity.

Incentives TabOn the Incentives tab, you can create a benefit structure to motivate participants to achieve fundraising,recruitment, and communication goals.

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Under Incentive options, you select the benefit rules such as whether participants can receivemultiple prizes ordecline their gifts.Under Incentive levels, you can create a benefit structure with incentive levels to motivate participants to reachevent goals. For example, you can offer a sweatshirt to participants who raise $100 to $500 and a gymmembership to those who raise $501 to $1,000. The grid displays the incentive level names, the descriptions,benefits, minimum goal values, and the type of goal that enables participants to qualify for the incentive.

Edit Incentive Options for Friends Asking Friends EventsFrom Incentive options, specify the benefit rules for incentive levels. If you do not add incentive levels, theselections you make apply to all of the event’s benefits.

} Edit an incentive option for a Friends Asking Friends event

1. On the Incentives tab of the Configure page, click Edit under Incentive options. The Edit Friends AskingFriends incentive options screen appears.

• To allow participants to receive benefits for each incentive level they reach, select Allow participantto receive benefits from each level.

• To restrict benefits to the benefits for the highest incentive level that participants reach, select Allowparticipant to only receive benefits from the highest level.

The incentive benefits that registrants earn appear in the registrant record and in the ParticipantsList report.


Add Incentive Levels for Friends Asking Friends EventsFrom Incentive levels, create a benefit structure to motivate participants to reach event goals.

} Add an incentive level for a Friends Asking Friends event

1. On the Incentives tab of the Configure page, click Add under Incentive levels. The Add a Friends AskingFriends incentive level screen appears.


2. Enter the incentive level details. For information about the items on this screen, see Add a FriendsAsking Friends Incentive Level Screen on page 106.

3. To associate benefits with the incentive level, click Benefits. The Benefit details screen appears. Forinformation about the items on this screen, see Friends Asking Friends Benefit Details Screen on page102.

a. In the Benefits column, click themagnifying glass to search for a benefit. A search screen appears.

b. To save the benefit selections, click OK. You return to the Add a Friends Asking Friends incentivelevel screen.


Add a Friends Asking Friends Incentive Level ScreenScreen Item DescriptionName Enter a name for the incentive level such as Top Walkers or $500 Club.Description Enter a detailed description to appear on the event website.Type Select the type of goal that enables participants to qualify for the incentive.Minimumto qualifyforincentive

Enter theminimum value participants must achieve to qualify for the incentive. Forexample, you might require participants to recruit at least 10 volunteers to receivebenefits from theMember level, and 20 volunteers for the Deluxemember level.

BenefitsClick the link to select benefits to assign to the incentive level. Before you can select abenefit, you must first add it to the Benefit Catalog in Fundraising. For information aboutFriends Asking Friends benefits, see Benefits on page 71.

Revenue TabOn the Revenue tab, you can select a different designation or appeal to use for the event and specify revenuerules for the event.

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Under Designation and Appeal, you can edit the designation and appeal associated with the event.Under Revenue options, you can specify the revenue rules that determine the amounts to display on fundraisingpages and reports. If you require participants to pay the difference when fundraising goals are not met, theserules also calculate their balances.The tab displays your revenue selections such as the types of revenue to include in raised-to-date calculationsand the types of donations to allow. If you allow recurring gifts and pledges, the Recurring Gifts and Pledges tabsdisplay the options for payment frequency and start and end dates.

Revenue RulesRevenue rules apply to a participant’s fundraising totals. These rules are included in the following participantcalculations on your Friends Asking Friends site:• The Information, Donate, and Thermometerwidgets on a fundraising page.• Top Fundraisers on the event site.• Event totals on an event page.


• Total raised, goal amount, and participation history in the address book from the participant’s personalheadquarters.

Revenue rules do not apply to the following on your Friends Asking Friends site:• Donations or giving history in the address book.• Dashboards.• Gift amount merge fields.• Donor recognition information.

Note: Donor recognition information uses the first payment amount for recurring gifts. Only the first paymentamount appears regardless of whether the amount is paid, or whether the recurring gift has an end date.

• The Informationwidget for donors.

Select Designations and Appeals for Friends Asking FriendsEventsYou can edit the designations and appeals associated with events, although you cannot change appeals after youreceive revenue for events. By default when you create events, the program creates designations and appeals toassociate with revenue from the events.

} Edit the designation and appeal associated with a Friends Asking Friends event

1. On the Revenue tab of the Configure page, click Edit in theDesignation and Appeal section. The EditDesignation and Appeal screen appears.

2. In theDesignation field, edit the designation to associate with revenue from the event. Unless youchange the designation, the event uses a default designation that is created when you create the event.

3. In the Appeal field, edit the appeal to associate with revenue from the event. Unless you change theappeal, the event uses a default appeal that is created when you create the event.

Note: You cannot change the appeal after you receive revenue for the event.

4. Click Save. You return to the Revenue tab.

Edit RevenueOptions for Friends Asking Friends EventsYou can edit the revenue rules that determine the amounts to display on fundraising pages and reports. If yourequire participants to pay the difference when fundraising goals are not met, these rules also calculate theirbalances.

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} Edit revenue options for a Friends Asking Friends event

1. On the Revenue tab of the Configure page, click Edit in the Revenue options section. The Edit revenueoptions for a Friends Asking Friends event screen appears.

2. Select the event’s revenue options. To specify gift frequency details for recurring gifts and pledges, selectthe Recurring Gifts or Pledges tabs. For information about the items on this screen, see Edit RevenueOptions for a Friends Asking Friends Event Screen on page 110.

When you do not select a checkbox under Include the following in event raised to date totals, “No”appears for the options on the Revenue tab. For these options, the event's amount-raised totals includepayments from pledges, additional donations from sponsorships and registrations, recurring giftpayments received, gifts participants enter on behalf of donors, and confirmed gift claims are included inevent raised totals.

3. Click Save. You return to the Revenue tab.


Edit Revenue Options for a Friends Asking Friends Event ScreenScreen Item DescriptionInclude the following inthe raised to date totals

Select the types of payments to use to calculate revenue for raised to datetotals. Raised to date totals appear on fundraising pages and reports.

Allow gift typeSelect whether the event accepts one-time donations, recurring gifts, orpledges. When you select “Recurring” or “Pledge,” use the Recurring Gifts orPledges tabs to specify the payment frequencies, start, and end dates.

Allow gifts to Select whether to allow donors to give to teams, companies, or households.Donors can always give to individual participants.

Allow gifts fromorganizations Select whether to allow gifts from organizations.

Gift amountEnter theminimum and maximum gift amount. To cover transaction fees,we recommend you enter at least $5 in theMinimum field. If your merchantaccount defines minimum and maximum amounts for payment processing,you can enter those amounts.

Frequencies availableonline

Select the payment frequency options for donors to make recurring gifts orpledges.

Start dateSelect whether to allow the donor to select the payment start date or to usethe submit date. If you allow donors to select start dates, enter the last daya payment can bemade.

Donors must schedulerecurring gifts to end orschedule last pledgepayment on or beforethis date

To require recurring gifts or pledges to end on a specific day, enter a date.For example, you can enter the last day of your fiscal year.

Communications TabOn the Communications tab, you can edit themessages constituents receive when they submit event forms orare notified of actions such as donations to personal or group fundraising pages. You can also create templatesfor participants to use to send messages to friends and family.

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Under Acknowledgement emails, a list of email acknowledgement messages appears. The program sends themessages when constituents provide their email addresses and submit event forms.In the list of acknowledgement messages, email status messages for participant requests to start fundraisinggroups appear. The status message links are available when, on the Fundraising Roles tab, the Eventadministrator must approve checkboxes are selected for new teams or companies. The program automaticallysends request received messages when constituents use the registration form to start fundraising groups. Theprogram sends status messages after the administrator accepts or declines group requests from the Registrantstab on the Friends Asking Friends event record.Under Confirmation screens, a list of screens that display after constituents submit event forms appears.Confirmation screens typically include basic acknowledgement text and calls to action that encourage formsubmitters to use their social networks to share event information.Under Social network sharing configuration, a list of constituent types for social network sharing appears.Social network sharing is available from participant headquarters and event form confirmation screens if you usethe Social network share icon merge field when you configure the confirmation screens. The icon opens a socialnetwork sharing screen that allows users to post messages about their interactions with your website to theirsocial network accounts such as Facebook and Twitter. You can configure a different social media sharing screenfor each type of constituent who completes an event form.


Note: Before you can configure social network sharing for event form confirmation screens, you must configuresocial media for your website. For information about social media configuration, see the CMS AdministrationGuide.

Under Participant notifications, a list of emails the event sends to update participants after people take actionon the website appears. For example, when a registrant joins a team, the team leader receives a notificationmessage. The details that appear for each notification include the name, subject, status, and fundraising groupmember email recipients.Under Participant communication templates, messages you create for participants to send from the eventwebsite’s personal headquarters appear. These templates provide text to help registrants request donations andrecruit other participants. The details that appear for each template include the participant headquarters taskthe template applies to, whether the template is the default template for the task, the subject, and the date thetemplate was last updated.

Edit Acknowledgement Messages for Friends Asking FriendsEventsFrom Acknowledgement messages, click a message name to access an HTML editor and enter an emailacknowledgement message. When you do not configuremessages, the program uses default text.

} Edit an acknowledgement email for a Friends Asking Friends event

1. On the Communications tab of the Configure page, select an email message under Acknowledgementmessages and click Edit. The HTML editor appears.

Note: In the list of acknowledgement messages, email status messages for participant requests to startfundraising groups appear. The status message links are available when, on the Fundraising Roles tab, theEvent administrator must approve checkboxes are selected for new teams or companies.

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2. In the Subject and From fields, enter the email subject and from information. By default, the eventcontact’s name and email address appear in the fields.

3. To receive responses from recipients at a different email address than the one you use to send themessage, enter a return address in the Reply address field.

4. To send a copy of themessage to an email address you specify, enter an address in the Copy address(es)field. If you enter multiple addresses, use semicolons to separate them.

5. In the HTML editor, enter the content for the email message and format the appearance and layout. Toinclude personalized information, usemerge fields. To restore default messages, click Restore default.

Note: The list of available merge fields depends on the acknowledgement message you edit.

• To include content that only appears in the acknowledgement message when a specific condition istrue, use begin and end sections. For example, if you allow donors to select whether to give one-time or recurring gifts, you can include the conditional merge fields Recurring payment beginsection and Recurring payment end section. The fields indicate that the text and merge fields in thesection should only appear in acknowledgements when donors give recurring gifts.

• To include text such as "Click here" that represents event login hyperlinks, use the Event login linkbegin and Event login link endmerge fields. The fields are available in registration and donationacknowledgement messages.The text you enter between themerge fields appears as a link in theacknowledgement messages. When users click the link, the headquarters login page appears.

• To include a participant or fundraising group page hyperlink that tracks the people who click it, usethe Participant page URL with tracking or Group page URL with trackingmerge fields. To include ahyperlink without tracking information appended to the end of it, use the Participant page URL orGroup page URLmerge fields.The fields are available in registration and donation acknowledgementmessages. Include the tracking link to allow users to copy and paste the URL for emails. The trackinglinks identify prospects who click the link when users send emails from their headquarters.

Note: Users can also include the tracking merge field from the email editor in their headquarters.

For information about the HTML editor, see theGeneral Features Guide.


Edit Confirmation Screens for Friends Asking Friends EventsFrom Confirmation screens, click a screen name to access an HTML editor and enter an onscreen confirmationmessage. When you do not configuremessages, the program uses default text.

} Edit a confirmation screen for a Friends Asking Friends event

1. On the Communications tab of the Configure page, select an confirmation screen under Confirmationscreens and click Edit. The HTML editor appears.


2. In the HTML editor, enter the content for the confirmation message and format the appearance andlayout. To include personalized information, usemerge fields. To restore default messages, click Restoredefault.

Note: The list of available merge fields depends on the confirmation message you edit.

• To include content that only appears in the confirmation message when a specific condition is true,use begin and end section merge fields. For example, if you allow donors to select whether to giveone-time or recurring gifts, you can include the conditional merge fields Recurring payment beginsection and Recurring payment end section. The fields indicate that the text and merge fields in thesection should only appear in confirmations when donors give recurring gifts.

• To include text such as "Click here" that represents event login hyperlinks, use the Event login linkbegin and Event login link endmerge fields. The fields are available in registration and donationconfirmation messages. The text you enter between themerge fields appears as a link in theconfirmation screens. When users click the link, the headquarters login page appears.

• To include a participant or fundraising group page hyperlink that tracks the people who click it, usethe Participant page URL with tracking or Group page URL with trackingmerge fields. To include ahyperlink without tracking information appended to the end of it, use the Participant page URL orGroup page URLmerge fields. The fields are available in registration and donationacknowledgement messages. Include the tracking link to allow users to copy and paste the URL foremails. The tracking links identify prospects who click the link when users send emails from theirheadquarters.


• To allow users to post messages about their interactions with your website to their social networkaccounts such as Facebook and Twitter, use the Social network sharing iconsmerge field. Whenusers click the icons, a social media sharing screen appears. Configure the screen under Socialnetwork sharing configuration on the Communications tab of the Configure page.

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Note: Before you can include the social network sharing merge field, you must configure social media for yourwebsite. For information about social media configuration, see the CMS Administration Guide.


3. To preview the confirmation screen, click Preview. The preview displays content with merged event datafields such as event name, but does not include the theme or graphics from the actual web page wherethe confirmation appears.


Edit Social Network Sharing Configuration for Friends AskingFriends EventsFrom Social network sharing configuration, click a constituent type to access a social network sharingconfiguration screen. For each constituent type, enter text to encourage users to post messages about theirinteractions with your website to their social network accounts such as Facebook and Twitter. After youconfigure social network sharing, include the Social network share iconmerge field in the confirmation screensfor each event form type. The social network sharing you configure is also available from participantheadquarters.

Note: Before you can configure social network sharing, you must configure social media for your website. Forinformation about social media configuration, see the CMS Administration Guide.

} Edit social network sharing configuration for a Friends Asking Friends event

1. On the Communications tab of the Configure page, select a constituent type under Social networksharing configuration and click Edit. A configuration screen appears.

2. In the configuration screen, click a pencil to edit each section. You can include a samplemessage andinformation to appear with themessage such as a logo, mission, and call to action that links to the eventwebsite The samplemessage can contains 140 characters or less and should encourage people to registeror donate. Users can edit the default message you provide, but not the organizational details.

Note: The Recipient name and Payment amountmerge fields appear in the default message for donors. Whendonors view the screen, the fields display themerged individual, fundraising group, or event name and the


donation amount. If you remove the fields from the default message, you can re-enter them or click RestoreDefault.

To restore default messages, click Restore default.


To include social network sharing in the confirmation screens that appear after users complete eventforms, use the Social network share iconmerge field when you configure the screens. Configure thescreens under Confirmation screens on the Communications tab of the Configure page.

Edit Participant Notifications for Friends Asking Friends EventsFrom Participant notifications, click a notification name to access an HTML editor and enter a message. Theprogram sends the emails to notify participants when a person takes action such as joins a team or makes adonation. When you do not configuremessages, the program uses default text.

} Edit a participant notification for a Friends Asking Friends event

1. On the Communications tab of the Configure page, select a notification under Participant notificationsand click Edit. The HTML editor appears.

2. In the Subject and From fields, enter the notification subject and from information. By default, the eventcontact’s name and email address appear in the fields.

3. To receive responses from recipients at a different email address than the one you use to send themessage, enter a return address in the Reply address field.

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4. In the HTML editor, enter the content for the email message and format the appearance and layout. Toinclude personalized information, usemerge fields. To restore default messages, click Restore default.

• To include content that only appears in the participant notification when a specific condition is true,use begin and end sections. For example, if you allow donors to select whether to give one-time orrecurring gifts, you can include the conditional merge fields Recurring payment begin section andRecurring payment end section. The fields indicate that the text and merge fields in the sectionshould only appear in notifications when donors give recurring gifts.

• To include text such as "Click here" that represents event login hyperlinks, use the Event login linkbegin and Event login link endmerge fields. The text you enter between themerge fields appearsas a link in the notifications. When users click the link, the headquarters login page appears.

• To include a participant or fundraising group page hyperlink that tracks the people who click it, usethe Participant page URL with tracking or Group page URL with trackingmerge fields. To include ahyperlink without tracking information appended to the end of it, use the Participant page URL orGroup page URLmerge fields. Include the tracking link to allow users to copy and paste the URL foremails. The tracking links identify prospects who click the link when users send emails from theirheadquarters.




Add Participant Communication Templates for Friends AskingFriends EventsParticipant communication templates aremessages you create for participants to send from the event website’spersonal headquarters. These templates provide text to help registrants request donations and recruit otherparticipants. Participants can adjust the content to fit their needs and select to save the unique template as thedefault template.When you add a new participant communication template, you select the participant headquarters task toassociate with the template. You also select whether it is the default template for the task, enter a subject, andenter content for the email. You use the HTML Editor to change themessage's content, appearance, and layout.

Note: The program provides a participant communication template for each participant headquarters task tominimize your time and effort. You can use these templates on your site without making changes, you canmakeminor changes according to your needs, or you can use the templates as a starting point and completelyoverwrite it.

} Add a participant communication template for a Friends Asking Friends event

1. On the Communications tab of the Configure page, click Add under Participant communicationtemplates. The Participant communication template screen appears.


2. In the Participant headquarters task field, select the task for participants on your Friends Asking Friendssite to associate with the template.

3. If this is the default template to use for the participant task, select Default template for task.

4. In the Email subject field, enter the subject to appear for the email.

5. In the HTML editor, enter the content for the email message and format the appearance and layout. Toinclude personalized information, usemerge fields.

• To include text such as "Click here" that represents event login hyperlinks, use the Event login linkbegin and Event login link endmerge fields. The text you enter between themerge fields appearsas a link in the emails users send from their headquarters. When other users click the link, theheadquarters login page appears. Typically, you include login links when you configure templates forgroup leaders.

• To include a participant or fundraising group page hyperlink that tracks the people who click it, usethe Participant page URL with tracking or Group page URL with trackingmerge fields. To include ahyperlink without tracking information appended to the end of it, use the Participant page URL orGroup page URLmerge fields. The tracking links identify prospects who click the link when userssend emails from their headquarters.



Marketing TabOn theMarketing tab, you can schedule email jobs for participants. You can schedule an email to be sent 1, 7, 30,60, 90, or 120 days before the event. You can also send an email 7 days after the event. For example, you canschedule an email to team leaders 30 days before the event to encourage them to work harder to meetfundraising goals. Alternatively, you can schedule an email to participants 7 days after the event to thank themfor their efforts.

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When you create an event, several marketing email schedules appear for you to send emails to participants. Eachschedule has a specific date to send the email. You can use the default email schedule, edit a schedule, or create anew schedule. The date the email is sent is based on the event start date and when the schedule was created. Tosend the email, you must confirm the email schedule. For example, if the event start date is February 28 and youwant participants to receive your email 30 days before the event on January 29, use the 30 days before eventschedule. This ensures that participants receive your email before the event starts.

Note: If you change the event start date after you confirm an email schedule, the schedule cannot adjust toreflect the new start date. You must manually update the email schedule.

Note: If the event is linked to a previous event, or if it was copied from another event, all marketing templatesfor the previous event copy to theMarketing tab.

Design Email Messages for Friends Asking Friends EventsFrom Scheduled marketing messages, add or edit marketing messages and schedule when to send them toFriends Asking Friends constituents.

Note: After an event is published, the Save and Confirm schedule buttons appear when you design the emailmessage.

After you create an email schedule, send a test email to constituents you add to a test list. When you are satisfiedwith the test email, confirm the email schedule is correct for when you want to send the email to participants.

} Design an email message for a Friends Asking Friends event

1. On theMarketing tab of the Configure page, click Add. The New Email screen appears.


Note: To see the scroll bar on an email message, use a screen resolution greater than 800 x 600.

2. In the Recipient lists field, click the binoculars to select lists of recipients. The Select Target Lists screenappears.

Email lists for participants and fundraising groups appear in the grid. You can create and storeadditional lists in Lists. For information about Lists, see the CMS Email Guide.

Note: When you create queries for email lists, you must select whether to create dynamic or static selections.Otherwise, the queries are not available to use for the lists.

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a. To add a list, select it and click Add. The list appears in the Selected Lists box. You can includemultiple email lists.

To filter the grid, enter your criteria and click Filter. The grid displays the lists that meet the criteria.

Tip: Depending on your website environment and configuration, sending to a large list of recipients may causeperformance issues. If you experience this, we recommend you include smaller queries or fewer queries in thelist. For more information, see the CMS Email Guide.

b. To remove a list from Selected Lists box, select it and click Remove.

c. Click OK. You return to the New Email screen.

3. In the Test lists and Test emails fields, specify recipients for a test version of themessage.

• In the Test lists field, click the binoculars to select the lists of recipients for the test version. TheSelect Test Lists screen that appears has the same options as the Select Target Lists screen.

• In the Test emails field, enter email addresses if you do not use email lists or if you want to includerecipients who are not in your lists.

Note: We recommend that you send the email message to test recipients before the final recipients.The test recipients can review themessage and verify its design in multiple email client readers. You cancreate lists of test recipients in Lists. For information about lists, see the CMS Email Guide.

4. In the email identifier fields, enter a name for the email message, a subject to include in its Subject field ofthe email message, and an email address and name to include in the From field.

Note: If the template includes a subject, it automatically appears in the Subject field. You can edit the subject asnecessary.

5. In the Issue date field, enter when you created the email message. By default, the current date and timeappear.

6. In the Scheduled date field, enter when to send the email message. By default, the current date and timeappear. However, you can schedule the email for a future date or time. For example, you may be out ofthe office for the next month but need to send your regular weekly email during that time. Or you maydesign an event marketing campaign and schedule email messages to send as reminders one week, threedays, and the day before the event.

7. To receive responses from recipients at a different email address than the one you use to send themessage, clickMore options and enter the address in the Reply address field.

8. UnderNotifications are to be sent to the following addresses, select Failures to receive failuremessages when email messages are not delivered. In the field beside the checkbox, enter an emailaddress to receive failuremessages.

Note: Failures are email addresses that do not receivemessages. Failures can also be called non-deliveryreceipts, bouncebacks, UnDeliverables, or Delivery Status Notifications (DSN). For information about how theprogram handles failures, see the CMS Email Guide.

9. In the bottom pane, enter the email’s content. To format the appearance and layout, use the HTMLeditor. For information about the HTML editor, see theGeneral Features Guide.

Warning: Blackbaud recommends that you use inline styles, such as <div style=”background-color:Blue;”>Welcome color</div>, when you create and design the email content. Do not define classes or useexternal references because email vendors such as Gmail and Outlookmay not render the styles correctly.

Tip: When you design an email message, you must include hyperlinks to the Privacy Page specified on the


Settings tab inWeb, Administration, Sites & settings and a User Email Preferences Form on your website. Formore information, see the CMS Administration Guide.

To personalize themessage with information about the participants, add merge fields.

• To include text such as "Click here" that represents event login hyperlinks, use the Event login linkbegin and Event login link endmerge fields. The text you enter between themerge fields appearsas a link in the emails. When users click the link, the headquarters login page appears.

• To include a participant or fundraising group page hyperlink that tracks the people who click it, usethe Participant page URL with tracking or Group page URL with trackingmerge fields. To include ahyperlink without tracking information appended to the end of it, use the Participant page URL orGroup page URLmerge fields. Include the tracking link to allow users to copy and paste the URL foremails. The tracking links identify prospects who click the link when users send emails from theirheadquarters.


10. Click Save.

11. Send themessage.

To send themessage to the test recipients, click Send test. Themessagemay take a fewminutes to sendif you use a large test list.

After the test recipients verify the email message and its components look and work correctly, confirmthe email schedule to allow themessage to be sent on schedule.

To confirm the email schedule, click Confirm schedule and save the schedule. You return to theMarketing tab, and the Schedule confirmed field indicates the email is scheduled. Depending on the onthe size of the email list, themessagemay take a fewminutes to send on the scheduled date.

Warning: To edit the email message after you confirm the schedule, you must cancel the schedule.

Note: Each email is sent with a text version in addition to its HTML-formatted version. Email client readers thatdisplay text only either display this text version or generate a text version from the HTML. You cannot alter thetext version of the email.

Cancel Marketing Email Schedules for Friends Asking FriendsEventsAfter you confirm a marketing email schedule, you can cancel it before the date it is schedule to send. After youcancel a schedule, you can edit themessage as necessary.

} Cancel a confirmed marketing email schedule for a Friends Asking Friends event

1. On theMarketing tab of the Configure page, select the confirmed email schedule to cancel. TheCancel schedule button appears.

2. Click Cancel schedule. A confirmation message appears.

3. Click Yes. You return to theMarketing tab, and the Schedule confirmed column displays No for themarketing email schedule you canceled.

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View Friends Asking Friends Marketing Email ReportsAfter you send a Friends Asking Friends marketing email message, you can view a report from theMarketing tabof the Configure page.

} View a Friends Asking Friends Marketing email report

1. On theMarketing tab of the Configure page, select a message and click View report. Themessage reportappears.

Note: IfView report is not available, the program has not sent the email.

2. On theMessage report tab, you can view summary information and statistics about themessage on aseries of tabs.

l The Delivery summary tab displays the status of the email and howmany recipients it was sent to.For information about email statuses, see the Email Delivery Status topic in the CMS Email Guide.

l TheMessages sent tab displays howmany emails were opened, not opened, and not delivered.

“Opened” indicates the recipient displayed the email's images or clicked a link in the email.

“Not opened” indicates the email was delivered but the recipient did not display its images or click alink.

“Not delivered” indicates the email "bounced," or could not be delivered. Email delivery may fail formultiple reasons, such as a temporary network issue, a full mailbox, a content filter, or an invalidaccount. For information about bounced email, see the Bounced Email Management topic in theCMS Email Guide.


Note: If delivery fails because the recipient’s Internet Service Provider (ISP) reports that the emailaddress is invalid, the email address is automatically added to Invalid accounts. An ISP considersan account invalid if it does not recognize the email address or recipient. For information aboutInvalid accounts, see the Invalid Accounts topic in the CMS Email Guide.

l TheMessages not sent tab displays howmany emails were not sent because of opt-outs, missingaddresses, and invalid accounts.

Note: TheMessages not sent tab does not appear if the program sends all copies of an email.

To prevent your email address from being blacklisted, the program does not send email to invalidaccounts. For information about invalid accounts, see the Invalid Accounts topic in the CMS EmailGuide.

l The Click-throughs tab displays all web pages that the email links to, along with howmany timesrecipients click the links and howmany unique recipients click the links. For example, if you includea link to an events page, it appears in the grid on the Click-throughs tab. If a recipient clicks that linkthree times, the Total views column for the events page increases by three and theUniqueviewers column increases by one.

To track click-throughs, the program associates email IDs with email messages. When you include alink in an email message, the program appends a destination link value that includes the email ID tothe site URL that you specify in Sites & settings underWeb, Administration. When an email recip-ient clicks the link, the program redirects the user to the page through the site and then associatesany resulting activity with the email ID.

l The Conversions tab displays howmany transactions your organization receives as a result of theemail message. Conversions include donations, event registrations, and advocacy actions.

For each type of conversion, the tab displays the payment methods used in response to the email,along with the number of transactions for each method and the total amount of those trans-actions.

l If themessage included conditional content, the Conditional Content tab appears. The grid lists sta-tistics about how each condition in a content block performed. It includes the number of recipientsthat received the condition, the number who opened the email, the number of click-throughs, thenumber of conversions (transactions), and the total gift amounts. For more information about con-ditional content, seethe Add Conditional Content topic in the CMS Email Guide.

3. For additional information about the status of the email message, click Status log. The status log appears.It displays the status and time of your email job at different points in the process, and you can click Showdetails to viewmore information. After you check the status, click Close.

4. To viewwho received themessage, select the Recipients tab.

5. The grid displays information for each recipient. To limit the addresses that appear, specify filter criteriaand click Filter. You can filter by recipient name, email address, and email message status.

Note: The grid displays up to 50 results at a time. If you havemore than 50 results, click Prev orNext topage through the results.

6. For each email address that the program sent the email to, view the name of the recipient and the date

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and timewhen the program sent the email. Also, view the date and timewhen the email was opened orbounced.

l If an email message cannot be delivered to a recipient, the Bounced column displays the date andtimewhen themessage delivery failed. For more information about bounced email, see theBounced Email Management topic in the CMS Email Guide.

l If the recipient opens themessage and displays its images or clicks on a link in the email, theOpened column displays the receipt details.

7. If the program cannot deliver an email, click Click here to view detailed bounce information in theActions column to view the bounce error. The Bounce Information screen appears and displays the exactwording of the bounce error. You can use this information to help determine the cause of the bounceerror. For more information about bounced email, see the Bounced Email Management topic in theCMS Email Guide.

8. To view property information and the content of themessage, select the Properties tab. The Property tabdisplays information about the email message, such as who it was sent to and from and its sent date. IntheMessage content box, the body of the email message appears.

9. To return to theMarketing tab, click Close.

Security TabOn the Security tab, you can manage site security for the event. Site security relates to the sites yourorganization creates in the program to manage a multi-tiered hierarchy of offices, chapters, or affiliates. Forinformation about sites, see the Security Guide.

Under Event site security, you manage the sites that have access the event. Only users with access to these sitescan access the event.Under Constituent site security, you select the site to associate new constituents with after you collect theirinformation as part of the event.


Under Auto match, you select the sites to include in the auto match process that checks for existing constituentrecords when website users submit their data through forms on your event website.

Edit Site Security for EventsAfter you add an event to the database, you can set site security to limit access to certain sites in yourorganization's site hierarchy. Only users with access to these sites can access the event.

Note: You can also manage the sites with access to an event when you create it or when you edit the eventrecord. When you create an event, you must include your default site if your user record is assigned to one.

} Edit sites with access to a Friends Asking Friends event

1. On the Security tab of the Configure page, click Edit site security in the Event site security section. TheSelect site screen appears.

2. In your organization's site hierarchy, select the sites with access to the event.

3. Click OK. You return to the Security tab.

Edit Site Security for ConstituentsYou use constituent site security to associate new constituents who submit their information through forms onyour event website with a particular site in your organization's site hierarchy. Only users with access to the sitecan access the resulting constituent records.

} Edit site for new constituents from a Friends Asking Friends event

1. On the Security tab of the Configure page, click Edit in the Constituent site security section. The Selectsite screen appears.

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2. In the Assign to field, select the site to assign new constituents to after they submit data through theforms on your event website. By default, the event uses the default site of the user who creates theevent.


Edit Site Security for AutoMatchYou use site security for auto match to determine which sites to include in the auto match process for an event.After website users submit forms on your event website, the auto match process compares their data toconstituent records in your database. With the site security setting for auto match, you can select whether toauto match all records in your database or to limit the auto match process to records for particular sites or torecords that are not associated with a site.

} Edit sites to include in the auto match process for a Friends Asking Friends event

1. On the Security tab of the Configure page, click Edit in the Auto match section. The Auto match datascreen appears.

2. In the Auto match with field, select whether to auto match all records in your database or to limit theauto match process to records for particular sites or records not associated with a site. For particularsites, you then select the sites to include in the auto match process in your organization's site hierarchy.By default, the event uses the default site of the user who creates the event.



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Friends Asking FriendsEvent ManagementFriends Asking Friends Event Record 129

Dashboard 130

Registrants 132

Groups 134

Donations 136

Pending Gifts 145

Sponsors 146

Tasks and Coordinators 147

Communications 148

Expenses 148

After you create a Friends Asking Friends website, you access its Friends Asking Friends event record to measureperformance and manage records related to the event. On the Dashboard tab, you can use dashboard tools tovisually monitor the event’s progress, while the other tabs on the record display data associated with the eventand allow you to access related records in the database. For example, the Registrants tab displays theconstituents who registered for the events and allows you to access their constituent records in the program.You can also view and manage data about event sponsors, the fundraising group hierarchy, donations, emailmessages sent through the website, and additional details related to themanagement of event website.

Friends Asking Friends Event RecordThe Friends Asking Friends event record is where you manage your Friends Asking Friends site. The recordincludes a series of tabs that allow you to measure its performance and manage records related to the event.From this record, you can view and manage data about event registrants and sponsors, the fundraising grouphierarchy, donations, email messages sent through the website, and additional details related to themanagement of event website. You also can use KPI tools to visually measure the performance of the event.The Friends Asking Friends event record appears when you access an event, or when you clickManage eventfrom the Configure event page.

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Run Auto-charge ProcessWhen you select Participant must pay balance on the Registration tab on the Configure page, Run auto-chargeappears under Tasks. This option calculates fundraising balances for participants and charges them for thebalance when theminimum is not met. After you click Run auto-charge, the Auto-charge list grid appears anddisplays information about participants with remaining balances. You can view important information such asthe participant name, amount raised to date, minimum goal, remaining amount to achieve theminimum goal,and target goal.

When you click Run auto-charge, a confirmation message appears to ask if you want to charge the paymentbalance to your credit card process. Click Yes. The program processes the payment as a pledge during the nextscheduled credit card processing job and add the payment to a batch. For information about credit cardprocessing, see the Revenue Guide.

Note: The program uses the rules you specify on the Revenue tab on the configuration page to calculate theamount to charge. For example, when you select Unpaid recurring gifts under Include the following in theraised to date totals, the program subtracts future payments from the balance.

DashboardOn the Dashboard tab of a Friends Asking Friends event record, you can view KPIs that provide a real-timesnapshot of the event’s progress.

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The default dashboard displays bar chart KPIs that detail monetary and numeric progress. To refresh the graphsto display themost up to date information, click Refresh.The table below explains the purpose for each graph.

Dashboard Name Description

Detailed Goal vs.Actual Money

Compares revenue goals you enter on the Event Details tab of the Configurepage to actual income from participant, team, and company registration feesand fundraising, as well as corporate sponsorships.

Detailed Goal vs.Actual Count

Compares recruitment goals you enter on the Event Details tab of the Configurepage to the actual number of participants, teams, companies, and corporatesponsorships.

CommunicationChannel Money

Displays the donation and registration revenue generated from email, socialmedia, and other communication channels.

CommunicationChannel Count

Displays the number of registrations and donations generated from email, socialmedia, and other communication channels.

Registration OptionsMoney

Displays the fees and additional donations generated from each registrationoption available on the registration form.

Registration OptionsCount

Displays the number of registrations and additional donations generated fromeach registration option available on the registration form.

Sponsorship OptionsMoney

Displays the fees and additional donations generated from each sponsorshiplevel available on the sponsorship form.

Sponsorship OptionsCount

Displays the number of sponsorships and additional donations generated fromeach sponsorship level available on the sponsorship form.

Company Money ByFundraising Levels Displays company fundraising revenue by gift amount range.

Company Count ByFundraising Levels

Displays the number of companies that generated revenue by gift amountrange.

Team Money ByFundraising Levels Displays team fundraising revenue by gift amount range.

Team Count ByFundraising Levels Displays the number of teams that generated revenue by gift amount ranges.

Household Money ByFundraising Levels Displays household fundraising revenue by gift amount range.

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Dashboard Name DescriptionHousehold Count ByFundraising Levels

Displays the number of households that generated revenue by gift amountranges.

Fundraiser Money ByFundraising Levels Displays individual participant fundraising revenue by gift amount range.

Fundraiser Count byFundraising Levels

Displays the number of individual participants that generated revenue by giftamount ranges.

RegistrantsOn the Registrants tab of a Friends Asking Friends event record, you can view and manage information about theconstituents registered for the event. Registrants include individual participants as well as group leaders andmembers.

Under Registrants, you can view registrant names, IDs, fundraising roles, group names, and target fundraisinggoals. To see the detail view, select the registrant's row in the grid.From the detail view, click Go to constituent to access the registrant' constituent record and Go to registrant forthe registration record. The registration record includes registration option details, waiver, benefit, fundraisingresult, transaction, and attribute information. For information about the items on the record, see EventRegistrant Record on page 151.

Note: The Benefits tab for a registrant includes registration benefits and incentive benefits. For informationabout registration benefits, see Add Registration Options for Friends Asking Friends Events on page 98. Forinformation about incentive benefits, see Add Incentive Levels for Friends Asking Friends Events on page 105.

To narrow a long list of registrants, create a custom list. For information about lists, see theGeneral FeaturesGuide.

Go ToRegistrantTo view details about a specific registrant, select it in the grid and in the detail view, click Go to registrant. Theregistrant record for the individual appears. This record includes the Registrations, Benefits, Waiver, Attributes,Results, and Transactions tabs.

Note: The Benefits tab for a registrant includes registration benefits and incentive benefits. For informationabout registration benefits, see Add Registration Options for Friends Asking Friends Events on page 98. Forinformation about incentive benefits, see Add Incentive Levels for Friends Asking Friends Events on page 105.

For information about the items on this record, see Event Registrant Record on page 151.

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Refund Friends Asking Friends RegistrationsWhen registrants can no longer participate in the event, you can use the program to refund registration fees paidby credit card. For cash and check payments, delete the payments from the program and manually refund thefees to the registrants. The program automatically creates reversal transactions in the general ledger when yourefund or delete posted payments.

} Refund a Friends Asking Friends credit card registration payment

1. On the Friends Asking Friends event record, select the Registrants tab.

2. In the Registrants grid, click the name of the registrant to refund. The individual's registration recordappears.

3. Select the Revenue tab, and then click the date for the event registration payment. The payment recordappears.

4. Under Tasks, click Refund payment. The Refund payment screen appears.

5. Select the revenue items to refund, and update the refund amount as necessary.

6. Click Complete refund. You return to the Revenue page.

To complete the refund, the program submits a request to the credit card processor. The processor thencommunicates with the issuing credit card company to credit the card holder's account with the refundamount. The time it takes for a refund to appear in a card holder's account is determined by theprocessor and the credit card company.

Note: Multiple revenue items appear for a registration payment if the registrant submitted anadditional donation at the time of registration.

} Delete a Friends Asking Friends offline registration payment

1. On the Friends Asking Friends event record, select the Registrants tab.

2. In the Registrants grid, select the name of the registrant to refund. The individual's registration recordappears.

3. Select the Revenue tab, and then click the date for the event registration payment. The payment recordappears.

4. Under Tasks, click Delete payment. A confirmation message appears.


Note: If the registrant submitted an additional donation at the time of registration, the program removes thepayment record for both the registration fee and the donation.

5. Click Yes. You return to the Revenue page.

Merge Friends Asking Friends RegistrantsWhen you have a duplicate registrant, we recommend you merge the two constituent records for the registrantto one record. This eliminates your duplicate registrant and prevents skewed statistics and projections. To dothis, you select a source constituent to merge with a target constituent. After themerge completes, you haveone constituent record for the registrant that combines the data from both records.When you merge constituent records for a registrant, the data also merges on your participant website for theregistrant’s account that synchronizes with the target constituent record. For example, all personal contactsmerge and display in the Address Book that remains. Also, the Personal Dashboard page that remains updates toincludemerged data for email, donor, and fundraising progress.To merge registrants, go to Constituents, Duplicates. For more information about merging records, see theDuplicate Constituents and Merge Tasks Guide.

Delete Friends Asking Friends RegistrationsYou can now delete a Friends Asking Friends registrant from your database if payments are not associated withthe registration record. To delete a registrant, from the registrant record, click theGo to constituent link underOther informatio. Next, click Delete from the constituent record.

GroupsOn the Groups tab you can view a representation of the event’s fundraising group hierarchy.

Under Group hierarchy, you view the group names, leader names, group types, and statuses. You can also vieweach group’s total amount raised to date. To see the detail view, select the group's row in the grid.

Tip: A circle, diamond, or square indicates the various types of groups. The circle represents households, thediamond represents companies, and the square represents teams.

To access group registration records for households, teams, and companies, select the group name in the grid.The group registration record appears. For information about the items on this record, see Fundraising GroupRecords on page 161.From the grid, you can also delete, merge, or change the status of fundraising groups.

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MergeGroupsYou can merge fundraising groups. Typically, you do this when a leader can no longer participate and the othermembers of the team do not want to assume the leadership responsibilities or when the leader from one groupneeds the support of another leader with more fundraising or recruiting experience.When you merge groups, you select a group to merge into another group and a group to keep. After themerge,the program uses the name, group page URL, and goals of the group you keep, and removes the groupregistration record for the group you merge.When you merge two groups that are at the same level in the event hierarchy, such as a team into another team,the leaders of the group you merge become co-leaders with the leaders of the group you keep. If the combinednumber of leaders exceeds the allowable number of co-leaders for a group specified in the Fundraising Groupstab of the event configuration page, then the leaders of the group you keep are the only leaders of the group.

Note: You can only merge fundraising groups from the same or lower level in the event hierarchy into the groupyou keep.

} Merge groups

1. On the Friends Asking Friends event record, select the Groups tab.

2. In theGroup hierarchy grid, select a fundraising group name to merge and clickMerge. TheMergeGroups screen appears.

3. In theGroup to keep field, click themagnifying glass to search for a group to retain after themerge. TheGroups search screen appears. For a detailed explanation of the options on this screen, see FundraisingGroup Search on page 164.

4. In theGroup to merge field, the name of the group you selected in theGroup hierarchy grid appears. Toselect a different group to merge into the group to keep, click themagnifying glass and use the Groupssearch screen to find and select another group.

5. Click Save. You return to the Groups tab.

Mark Pending Registrations as Active or DeclinedIf you require event administrators to approve registrant requests to start fundraising groups, the group’s statusis Pending until you activate or decline the request. When the status is pending, the group leader has limitedaccess to the group fundraising section in the event website. After you change the status to active, the leader canrecruit group members and collect general group donations. Typically, you activate a fundraising group after youverify the pending leader meets your leadership criteria.After you change the status of a fundraising group request from pending to active or declined, the group leaderreceives an email notification about your decision. For more information about how to add messages fornotifications, see Edit Acknowledgement Messages for Friends Asking Friends Events on page 112.

Note: You can change the status of a declined fundraising group request to active or pending.


} Mark a pending registration active or declined

1. On the Friends Asking Friends event, select the Groups tab.

2. In theGroup hierarchy grid, select the pending fundraising group name to mark as approved or declinedand clickMark as. The Active and Declined options appear.

3. Click Active or Declined. Amessage appears to ask whether to approve or decline the request.

4. Click Yes. The new status appears in the grid’s Status column and you return to the Groups tab.

Note: When you need to select another registration option for the group leader after you decline thefundraising group request, a screen appears for you to make a selection.

DonationsTo view a list of donations, pledges, and recurring gifts for the event, select the Donations tab. On this tab, youview a list of each gift with important information such as the donor name, amount, and payment method.In the Amount column, the list displays full gift amounts for pledges and payment commitments for recurringgifts. For example, if a donor pledges $100 and makes a $25 payment, the list displays $100. If a donor commitsto pay $50 every month and makes three payments, the list displays $50.In the Recognition column, the list displays the name of the registrant or the group who solicited the donation.The registrant’s name appears in the column when the donation is made during the registration process, and ablank value appears if the donation is a general donation to the event. To change the recognition of a gift, selectthe row for the gift to edit and click Edit recognition. Typically, you edit the recognition when a donorinadvertently submits a donation from the general event donation form instead of a registrant's participantpage.

For a detail view of the donor, click the donor's name in theDonations grid. To access the donor's constituentrecord, click Go to constituent from the detail view.For gift details, click the gift amount in the grid, or click Go to donation from the detail view. The payment recordopens for you to view additional gift details and make changes to the gift. For information about the items onthis record, see the Revenue Guide. To return to the event from the payment record, under Tasks, click Go to[name] event.

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Tip: A Friends Asking Friends gift includes a Do not display on website checkbox on the Tributes tab. Select thecheckbox to remove the tribute information online.

To narrow a long list of donors, create a custom list. For information about lists, see theGeneral Features Guide.

Add aGiftFrom the Donations tab of an event record, you can now quickly add offline gifts such as when donors mailchecks to your organization or provide you with credit card information by phone. To enter one- time gifts,pledges, or recurring payments, click Add and use the Add a Gift screen.

When you add gifts, you select a constituent to associate with the payment and a participant or fundraisinggroup to receive recognition. If you do not indicate the gift recognition, the program credits it to the event. Afteryou select a constituent as the donor, the contact details and a pencil icon appear below the field. If necessary,you can click the icon to edit the donor constituent record.


For one-time gifts, links appear when open gifts exist within the event for the donor or constituent to receiverecognition. Open gifts, or commitments, can include pledges, pending gifts, recurring gifts, and matching gifts.

Note: Open gifts for constituents to receive recognition only include pending gifts.

To apply the current gift to open gifts, click a link and select the records from the new screen. When you return tothe Add a gift screen, the records appear in a grid that includes the open gift information. From the grid, you canupdate the commitment and application amounts.

Note: If the current gift amount exceeds the open gift amounts you select, the program creates a donation forthe remainder and credits it to the participant or fundraising group you select to receive the recognition. If youapply the total current gift amount toward an open gift, you do not need to select the recognition because theprogram uses the recognition credit from the revenue record.

Next, enter payment information and additional details about the gift. The table below includes the details youcan enter for each gift type.

Note: Payment fields are available for one-time gifts and recurring payments.

Gift type Gift details

One-time gift Tribute, Matching Gift, Attribute

Pledge Tribute, Attribute

Recurring payment Attribute

Tributes indicate whether the donor is giving the gift in honor or memory of another person, attributes provideadditional detail about the donor or gift, and matching gifts create commitments for organizations that donatewhen their employees submit a gift.

} Add a gift for a Friends Asking Friends event

1. On the Donations tab of the Friends Asking Friends event record, click Add under Donations. The Add agift screen appears. For information about the items on this screen, see Add a Friends Asking Friends GiftScreen on page 140.

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2. Under Gift summary, enter details about the gift.l UnderWhat is the gift type, select whether the gift is a one-time gift or payment, a pledge, or a

recurring gift.l Under How much is the gift, enter the gift amount and whether the donor would like to remain

anonymous. If you select theGift is anonymous checkbox, a message appears at the top of thepayment record to indicate that the constituent requested to remain anonymous for the gift. Also,the constituent's name does not appear in the event website donor scroll.

l UnderWho is making the gift, search for and select the constituent who provides the payment.After you select a constituent as the donor, the contact details and a pencil icon appear below thefield. If necessary, you can click the icon to edit the donor constituent record. Enter the changes inthe screen that appears. If the donor is an organization, search for and select a contact to associatewith the company in theOrganization contact field.

l UnderWho gets credit for the gift, select the participant or fundraising group to receiverecognition for the fundraising that generated the gift.

l UnderWould you like to apply the gift to an outstanding pledge, pending gift, or matching giftclaim, links to open gifts appear. The links that appear depend on the selections you make in theWho is making the gift andWho gets credit for the gift fields when you enter one-time gifts.To apply the current gift to open gifts, click a link and select the records from the new screen. Opengifts, or commitments, can include pledges, pending gifts, recurring gifts, and matching gifts. Whenyou return to the Add a gift screen, the records appear in a grid that includes the open giftinformation. From the grid, you can select a row to update the commitment and applicationamounts.


Note: If the current gift amount exceeds the open gift amounts you select, the program creates adonation for the remainder and credits it to the participant or fundraising group you select toreceive the recognition. If you apply the total current gift amount toward an open gift, you do notneed to select the recognition.

To search all open gifts in the event, click Search all commitments and select the commitmentsfrom the screen that appears.

l If you select pledge or recurring gift as the gift type, select the gift frequency, dates, and paymentamounts underWhat is the frequency of the installments.

3. Under Tribute, indicate whether the gift is in tribute to a constituent. Tribute fields are available for one-time gifts and pledges.

l In the Tributee field, search for and select the constituent. If the constituent does not already existin the database, you can add a record from the search screen.

l In the Tribute type field, indicate whether the gift is in celebration, honor, or memory of theconstituent.

l In theMessage field, enter the tributemessage. Select Display message on website to indicatewhether it should appear in the event website donor scroll.

l To send an email notification about the tribute, select the I want to send an additional emailnotification about this tribute checkbox, and then enter the name, email address, and messagefor the person to receive the email.

4. Under Matching gift, indicate whether an organization will also contribute to the gift. When you enter amatching gift, the program creates a commitment for the organization. Matching gifts are available whenyou enter one-time gifts and payments.

l In the Company field, search for and select the organization to match the gift.

l In the Amount field, enter the amount the organization commits to pay.

5. Under Attributes, provide additional detail about the donor or gift as necessary.

Note: Configure attribute categories and their values from Administration > Attribute categories.

l Click Add an attribute to select a revenue or constituent attribute to assign. Select the attributecategory and value from the options that appear.

Note: When attributes include the one per record rule, the program updates attributes thatalready exist for the record.

l To apply the same attributes to the next gift you enter, select theUse same attributes for next giftcheckbox.

6. Under Payment, select the payment method and other details about the payment.

7. Click Save to return to the Donations tab. To add another gift, click Save and add another.

Add a Friends Asking Friends Gift ScreenThe table below explains the items on this screen.


What is thegift type?

Select whether the gift is a one-time gift or payment, a pledge, or arecurring gift.

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Amount

Enter the total amount of the payment. You must enter an amount forthe payment. If the payment is a gift-in-kind and you do not know theexact value of the contribution, enter an estimated value for tracking pur-poses.

Gift isanonymous

If the constituent indicates a wish to remain anonymous, select thischeckbox. When you select Gift is anonymous, a message appears atthe top of the payment record to indicate that the constituent requestedto remain anonymous for the payment. Also, the constituent's namedoes not appear in the event website donor scroll.

Constituent

Search for and select the constituent who provides the payment.Constituents can make payments toward their own commitments ortoward commitments made by other constituents. To search, you canclick themagnifying glass or enter the few first letters of the individual’slast name or the organization’s name and press Tab. The ConstituentSearch screen appears and displays constituents with names that meetthe entered criteria.After you select a constituent, click the pencil icon to edit the constituentrecord. Enter the changes in the screen that appears.When you enter one-time gifts for constituents with outstandingcommitments, a link which indicates the open number appears.Commitments can include pledges, recurring gifts, pending gifts, ormatching gift claims. To apply the gift to open commitments, click thelink and select the commitments from the new screen.

Organizationcontact

If the donor is an organization, search for and select a constituent toassociate with the company. The program creates a relationship betweenthe organization and constituent records.

Giftrecognition

Select the participant or fundraising group to receive recognition for thefundraising that generated the gift.

When you select a constituent record with outstanding pending gifts, alink which indicates the number appears. To apply the amount to apending gift, click the link and select the pending gift from the newscreen.

Search allcommitments

To search all open commitments for the event, select this option. Specifythe commitments from the screen that appears.

FrequencyFor pledges and recurring gifts, select the frequency of the installmentssuch as Annually or Single Installment.

Starting onWhen you add a pledge or recurring gift, enter the date the first install-ment is due. By default, the current date appears.

Ending on When you add a recurring gift, enter the date the last installment is due.

No.Installments

When you add a pledge, enter the number of installments into which todivide the pledge. If you select a frequency of Irregular or Single install-



ment, you cannot enter a number of installments for the pledge.

Date andAmount

These columns display the installment schedule. To divide the trans-action into irregular installments or irregular installment amounts, editthe values these columns.

Tributee

Search for and select the constituent for which the tribute was made. Ifthe constituent does not already exist in the database, you can add arecord from the search screen. You can select a tributee for one-time giftsand pledges.

Tribute type Indicate whether the gift is in celebration, honor, or memory of theconstituent.

MessageEnter the tributemessage. When you select theDisplay message onwebsite checkbox, themessage appears in the event website donorscroll.

Displaymessage onwebsite

To indicate that the tributemessage it should appear in the event web-site donor scroll, select this checkbox.

I want tosend anadditionalemailnotificationabout thistribute

To send an email notification about the tribute, select this checkbox andthen enter the name, email address, and message for the person toreceive the email.

Company

If an organization will also contribute to the gift, search for and select thecompany. When you enter a matching gift, the program creates a com-mitment for the organization. Matching gifts are available when youenter one-time gifts and payments.

Amount Enter the amount the organization commits to contribute to the gift.

Do you wantto addattributes tothe donor orgift

Select a revenue or constituent attribute to assign to the donor or gift asnecessary.Note:When attributes include the one per record rule, the programupdates attributes that already exist for the record.

Paymentmethod

Select how the constituent paid the payment. Each payment has onlyone payment method. You can classify a payment as Cash, Check, Creditcard, Direct debit, Gift-in-kind, or Other.

Payinstallmentsautomaticallyby

To set up automatic payments when you add a pledge or recurring gift,select this checkbox and select a payment type of Credit card or Directdebit. To have the constituent pay recurring gift transactions later byanother payment method such as cash or check, do not this checkbox.

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Checknumber

For a payment by check, this field appears. Enter the number of thecheck used for the payment.

Check dateFor a payment by check, this field appears. Enter the date of the checkused for the payment.

Card typeFor a payment by credit card, this field appears. Select the type of creditcard used for the payment such as Visa or MasterCard.

Name on cardFor a payment by credit card, this field appears. Enter the cardholdername for the credit card used for the payment.

Card number

For a payment by credit card, this field appears. Enter the primaryaccount number (PAN) of the credit card used for the payment. To proc-ess the transaction through the Blackbaud Payment Service, you mustenter the full PAN and select Authorize card on save. To help you complywith the Payment Card Industry Data Security Standards (PCI DSS), theprogram saves only the last four digits of the card number in your data-base. If you do not select Authorize card on save, you can enter only upto four digits in this field, such as the last four digits for reference.

Expires on

For a payment by credit card, this field appears. Select the expirationdate of credit card used for the payment. To process the transactionthrough the Blackbaud Payment Service, you must enter a valid expi-ration date.

CSC

For a payment by credit card, this field appears. When you select Author-ize card on save, enter the Card Security Code (CSC) for the credit cardused for the payment. The Blackbaud Payment Servicemay require thisinformation to authorize the credit card and process the transaction.The CSC, sometimes referred to as the Card Verification Value (CVV), is asecurity feature used as protection against fraudulent “card not present”credit card transactions over the internet, by mail or fax, or over the tel-ephone. The CSC is a three- or four-digit value printed on the card or sig-nature strip but not encoded on themagnetic strip. Its location on thecard varies between payment card types.

Account

For a payment by direct debit, this field appears. Select the financialaccount on which the direct debit is drawn. If you have security rights,you can add a financial account for a constituent. In the Account field,click New. The Add financial account screen appears so you can add theaccount.

Result code

For a payment by direct debit, this field appears. For a direct debitaccount in the United States, enter the result code received from thesponsoring bank to verify whether the funds successfully transferred. Forinformation about direct debit, see the EFT and Credit Card Processessection of the help file.



Subtype

For a payment by property or gift-in-kind, this field appears. Select a sub-type to further define the payment. For example, if the constituentdonates computers to your organization, select Computers. Your systemadministrator configures the selections available in this field.

Number ofunits

For a payment by gift-in-kind, this field appears. Enter the number ofunits of the gift-in-kind item received as the payment.

Item nameFor a payment by gift-in-kind, this field appears. Enter a name to helpidentify the item.

Fair marketvalue perunit

For a payment by gift-in-kind, this field appears. Enter the fair marketvalue for the item received as gift-in-kind. For information about theappraisal threshold for fair market values, see the Gift-in-Kind AppraisalSettings section of the help file.

Disposition

For a payment by gift-in-kind, this field appears. Select whether youintend to use or sell the item. If the fair market value is over a certainthreshold and you select to sell the item, “Appraisal will be required tosell” appears below the fair market value. For information about theappraisal threshold, see the Gift-in-Kind Appraisal Settings section of thehelp file.

Othermethod

For a payment with a payment method of Other, this field appears.Select the payment method used, such as wire transfer. Your systemadministrator configures the selections available in this field.

Inboundchannel

Select the channel through which your organization receives the pay-ment, such as Mail, Phone, or Face-to-face. Your system administratorconfigures the selections available in this field. If the channel you wantdoes not appear, consult your system administrator. When you applythe payment to an outstanding commitment, the program automaticallyassociates the payment with the channel of the commitment. To edit thechannel associated with a commitment, edit the commitment from itsrecord.

Gift date

When you add a payment, the Gift date field automatically displays thecurrent date. Enter a date to associate with the payment, such as thedate your organization receives it. To select the date from a calendar,click the drop-down arrow.

Do not sendconfirmationemail

If an email address appears on the donor's constituent record and youdo not want an automatic confirmation email sent, select this checkbox.

Do notacknowledge

You can run an acknowledgement process to automatically generate anacknowledgement letter for the payment. To exclude this payment whenyou run the acknowledgement process, select this checkbox.

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Edit Recognition Credits for Friends Asking Friends EventsFriends Asking Friends events automatically apply recognition credits for donations to the people or fundraisinggroups who solicit the gifts. For example, Sally registers for an event and sends an email request to Tom for adonation. When Tom uses the email to access Sally's personal fundraising page to submit the donation, Sallyreceives the recognition credit for the donation. However, if Tom uses the event's general donation page insteadof Sally's personal fundraising page when he submits the donation, Sally does not receive the recognition credit.To apply the recognition to Sally, you must edit the recognition credit.

} Edit a recognition credit for a Friends Asking Friends event

1. On the Friends Asking Friends event record, select the Donations tab.

2. In theDonations grid, select the row for the recognition to edit and click Edit recognition. The Editrecognition credits screen appears.

3. In the Recognition field, search for and select the registrant to receive recognition credit for thetransaction. Recognition is available for registrants of the Friends Asking Friends event to which thedonation was made.

Note: You can also select Edit recognition from the payment record under the Details tab in the Applicationdetails grid.

Pending GiftsPending gifts are unconfirmed gifts, such as a pledge or check, for the event made by a non-registrant in supportof a registrant. For example, Sally Black did not register for an event. However, she pledges $500 to the event insupport ofMark Adamson. Mark submits the pledge on your website and it appears on the Pending gifts tab.When Sally pays $100 towards the pledge, you enter her payment on this tab. After the pending gift is paid in full,it no longer appears on the tab. You can view it on the Donations tab.To view a list of pending gifts for an event, select the Pending gifts tab.

On this tab, you view a list of each pending gift with important information such as the pending gift donor name,amount, and the registrant namewho is recognized for the pending gift. To narrow a long list of pending gifts,you can filter the grid by donor name, registrant name, dates, payment status, or sites. Under Pending gifts,


select the criteria of the pending gifts to view and click Apply. To remove the filter and view all pending gifts, clickReset.To view additional details or make changes to the pending gift, select the gift date. The revenue record appears.For information about the items on this record, see the Revenue section of the help file.To return to the eventfrom the payment record, under Tasks, click Go to [name] event.

To add a payment, select the row for the pending gift. On the action bar, click Add a payment. The Add apayment screen opens for you to credit the pending gift with the payment. For more information about thisscreen, see the Revenue Guide.

Note: When a pending gift is added to the database, a constituent record is created for the pending gift donor.

Add a Pending Gift PaymentTo add a payment to a pending gift, select it in the grid and click Add a payment. The add a payment screenopens for you to credit the pending gift with the payment. For more information about this screen, see theRevenue Guide.

SponsorsOn the Sponsors tab of a Friends Asking Friends event record, you can view and manage information about theconstituents who register as sponsors for the event. Sponsors can include individuals as well as organizations.

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Under Sponsors, you can view sponsor names and sponsorship details such as the sponsorship option, amount,registration date, and benefits.To view additional sponsor information such as benefits and transactions, select a constituent. The sponsorrecord appears. For information about the items on the record, see Sponsor Record on page 167.To change the status of a sponsor, select the row for the sponsor and click Change status. For active sponsors,this button cancels their participation in the event. For inactive sponsors, it reactivates their participation. Youcan view the status for a sponsor in the Status column.

Change Sponsor StatusTo change the status of a sponsor, select the sponsor in the grid and click Change status. For active sponsors,this button cancels their participation in the event. For inactive sponsors, it reactivates their participation.

Tasks and CoordinatorsOn the Tasks/Coordinators tab of a Friends Asking Friends event record, you can view and manage thecoordinators and tasks associated with the event.

Under Coordinators, you can view all coordinators assigned to the event and manage them as necessary. Forinformation about how to manage the coordinators, see the Events Guide.Under Tasks, you can view information about the tasks required for the event. For each task, you can view itsdue date and owner.


To view additional information about a task, select it in the grid and click Show Details. TheDetails windowdisplays information such as status and any additional notes. For a completed task, you can view its completiondate.As the tasks list grows over time, it may be difficult to find a particular task. To reduce the number of tasks thatappear, you can filter the grid as necessary. To filter the grid, select whether to view all tasks or only those due bythis week or this month and click Apply. You can also select whether to view completed tasks. To view all tasks,click Reset.From the grid, you can add and manage the event tasks as necessary. For information about how to manage thetasks, see the Events Guide.

CommunicationsOn the Communications tab of a Friends Asking Friends event, you can view copies of email messages theprogram sends when constituents submit event forms or interact with the website. For information about howto edit themessages, see Edit Acknowledgement Messages for Friends Asking Friends Events on page 112, andEdit Participant Notifications for Friends Asking Friends Events on page 116.

Note: You can also view copies of notifications the program sends to event contacts when registrations andsponsorships reach capacity. To view the notifications in the list, you must enable them when you configure theevent.

Under Communications, you can view the names of constituents who received messages, the constituent emailaddresses, themessage subject lines, the revenue acknowledged in themessages, the acknowledgement types,and the dates themessages were sent.To view a copy of the email content, select the row for themessage in the Communications grid. Themessageappears under the row. To edit and print themessage, click Print.To narrow a long list of communications, you can filter the grid by constituent name, constituent email address,message sent date, sites, or message type such as “Registrant acknowledgement” or “Pending team requestapproved.” Under Communications, select the criteria of the communications to view and click Apply. To removethe filter and view all registrants in the grid click Reset.

ExpensesThe Expenses tab contains information about the expenses budgeted and accrued when hosting the event. Onthis tab, you can add, edit, and delete expenses for the event. You can track the total amount budgeted for eachexpense, as well as the actual amount paid. For information about expenses, see the Events Guide.

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To view information about a vendor, select an expense in the grid and click Go to vendor. The vendor view forthe constituent appears. For information about the vendor view, see the Events Guide.


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Friends Asking FriendsEvent RegistrantsEvent Registrant Record 151

Fundraising Group Records 161

Sponsor Record 167

The Friends Asking Friends event registrant record displays information about a registrant for an event. Therecord includes a summary section with information about the constituent and the registration, as well as tabsthat include information about the registration.

Event Registrant RecordTo access an event registrant record, select a registrant name on the Registrants tab of the Friends Asking Friendsevent record. The event registrant record for that constituent appears.

The constituent name at the top of the page is a link to the constituent record. If the constituent is a member ofa fundraising group, the constituent’s role in the group appears. A link to the group registration record alsoappears underOther information.

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Note: For information about constituent records, see the Constituents Guide. For information aboutfundraising group records, see Fundraising Group Records on page 161.

Constituent highlights include primary contact information with a Login as participant link for the participant’sheadquarters, a link for the fundraising page, and a Send password link. The registration highlights include theregistrant ID, the registration date, fundraising group name, and fundraising goals.

Tip: When a registrant requests assistance with a personal page, use the Login as participant link to access theparticipant’s headquarters without a login or password. If a registrant uses the privacy settings in theheadquarters to disable your access, you cannot log in as the participant.

The Send password link sends an email message with the registrant’s login information. To customize themessage, go to theWebsite tab of the Configure event page and click Registration form under Forms. Forinformation about forms, see the CMS Forms Guide.On the event registrant record's tabs, you can view and edit information about the registration, benefits, waiver,fundraising results, revenue, and attributes.

Registration TabOn the Registration tab of the registrant record, you can edit registration information. This tab includesinformation about the registrant’s fundraising role, registration option, and goals.

You set up the information that appears on the Registration tab on the Friends Asking Friends Configure page.On the Fundraising Roles tab, you specify the types of groups that participants can form, and the constituentselects one during registration. On the Registrations tab, you add the registration options that appear on theregistration form that the participant uses to sign up for the event. And on the Event Details tab, you setfundraising group and participant goals for the event. For more information about these tabs, see FriendsAsking Friends Configure Tabs on page 79.For information about how to edit registrations, see Edit Friends Asking Friends Registrants on page 153.

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Edit Friends Asking Friends RegistrantsYou can edit event registrations for participants. For example, you can edit registrations to update fundraisingroles. If a team member assumes the responsibilities of a team leader who can no longer participate in the event,you can update the registration to reflect this change.

Note: Before you remove a group leader, designate another participant as the group leader. This way, someonealways remains in the position.

When you edit a registration, you can change the fundraising role, registration, and goal information. New goalsmust adhere to goal specifications for the registration option. For example, if theminimum fundraising goal is$100, the new goal must be $100 or more.

} Edit a Friends Asking Friends registration

1. On the Registrants tab of the event record, select a registrant. The registrant record appears.

2. On the Registration tab, click Edit. The Edit registration screen appears. For a detailed explanation of theoptions on this screen, see Edit Registration Screen on page 154.

3. Edit the fundraising role, registration option, and goal information as necessary.

4. Click Save. You return to the event registrant record.

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Edit Registration Screen

Screen Item DescriptionRegistrantname

To select a different constituent to associate with the registration, enter a name or clickthemagnifying glass to search for someone.

Personalpage URL

Enter text at the end of the event link to appear as the registrant’s personal link. The linkdirects website visitors to the registrant’s personal fundraising page.

Register asanorganization

To link the registrant to an organization, click themagnifying glass. When you do this,you create a relationship between the constituent and the organization.

Group pageURL

Enter text at the end of the event link to appear as the fundraising group’s link. The linkdirects website visitors to the fundraising group’s fundraising page. This field enableswhen you edit a group leader registration record such as a team or company leader.

Fundraisingrole name Select a fundraising role to assign to the registrant.

Fundraisinggroup

Enter or search for a fundraising group name to assign to the registrant. If the registrantis a fundraising group leader, click Add a fundraising group to add a new group.

Leaders Displays the fundraising group leader names when the registrant is a member of agroup.

Parentfundraisinggroup

When the participant is a member of a child fundraising group, you can select a parentfundraising group.

Registrationoption nameanddescription

Select a registration option to assign to the registrant. The registration options thatappear depend on the selection in the Fundraising role name field.

Registrationfee

Displays the fee for the selected registration option. To update the registrationpayment, access the payment record for the transaction in Revenue.

Waiveregistrationfee

Select the checkbox when the registrant does not need to pay the registration fee.

Benefits Displays the benefits for the selected registration option.Waivebenefits Select the checkbox when the registrant declines registration benefits.

Goals

This section displays fields for the fundraising role you assign to the registrant in theFundraising role name field. This can include company, team, household, and personalgoals. For example, the Personal goals and Team goals tabs appear for team leaders.Some fields, such as theNumber of participants to recruit field, appear on all tabs.Other fields, such as the Number of teams field, appear only for certain roles.

Fundraising Group SearchThe Search Friends Asking Friends Event Groups by Child Group Type screen allows you to search for afundraising group when you edit a registration or merge two fundraising groups. To search for a group, you canenter the name of the group or the leader. You can also select the type of fundraising group, such as team orcompany, or the group status.

Add Friends Asking Friends Group RegistrantsWhen you edit a registration for a Friends Asking Friends group leader, you can add a fundraising group if thegroup does not yet exist.

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} Add a group registrant

1. From the Edit registration screen, click Add. The Add fundraising group screen appears.

Note: You must select a fundraising group leader role for the registrant in the Edit registration screen beforeyou can add a group registration record.

2. In theName field, enter a unique name to identify the fundraising group.

3. In theGroup type field, select the type of fundraising group. The group typemust match theparticipant’s fundraising leader role. For example, if you create a team, the fundraising group leadermust be “Team leader.”.

4. Click Save. You return to the Edit registration screen.

Delete RegistrationsAfter participants register for your event, you can delete their registrations as necessary. From the Registrantstab of the event record, you select a registrant to access the registrant record, and then on the Registrations tab,you click Delete. Either a confirmation message appears, or additional options appear.• If the participant did not pay a registration fee and is not the sole leader of a fundraising group, a confirmationmessage appears. To delete the registration, click Yes.

• If the participant paid a registration fee, a prompt asks whether to refund it.

• To refund the registration fee, click Yes. The payment record for the fee is deleted along with the registrationrecord.

• To keep the registration fee, click No. The registration record is deleted, but the payment record remains inthe database and continues to indicate that it was a registration fee.

• To cancel the deletion, click Cancel. You return to the registrant record.

• If the participant is the sole leader of a fundraising group, a screen appears for you to promote anothermember because groups require at least one leader. Select another member of the group, and then select theregistration option for that member to become a leader. If you enable the Promotion received participantnotification, the new leader receives a notification about the new position. For information about participantnotifications, see Add Participant Communication Templates for Friends Asking Friends Events on page 117.If a participant is the leader of a group with no other members, you do not need to select another leader.Instead, the group is deleted along with the registration. The group's fundraising page on the event website isdeleted, and all gifts associated with the group are rolled up to the next level of the fundraising grouphierarchy.

After you delete the registration, the registrant's gifts are rolled up to the next level of the fundraising grouphierarchy. On the event website, the registrant's personal page is deleted.In your database, the participant's constituent record remains in place along with any images or videos that wereattached. Registration attributes and registration benefits are deleted from the constituent record, but theconstituent can register again for the same event.


Delete Registrations: Important ConsiderationsYou should consider several important items when you delete a registrant.

Event Revenue Summary Report

When you delete a registration and keep the registration fee, the registration count and the total revenueamount remains the same in the report. When you delete a registration and refund the registration fee, the reg-istration count and the total revenue amount decreases to reflect the change.

Event Registrant List Report and Participant Fundraising Report

When you delete a registration, the participant no longer appears in these reports for the current event regard-less of whether you refund the registration fee. For previous events, the participant is now classified as a lapsed.

KPIs on the Dashboard Tab

When you delete a registration, the Communication Channel Count KPI decreases the count to reflect thechange regardless of whether you refund the registration.

When you delete a registration, the Communication ChannelMoney KPI decreases the amount of the reg-istration fee to reflect the change regardless of whether you refund the registration.

When you delete a registration and keep the registration fee, the count appears in theNo Reg Option column onthe Registration Options Count KPI. When you delete a registrant and refund the registration fee, the KPIdecreases to reflect the change.

When you delete a registration and keep the registration fee, the fee amount appears in theNo Reg Option col-umn on the Registration Options Money KPI. When you delete a registrant and refund the registration fee, theKPI decreases to reflect the change.

Address Books

When you delete a registration for a participant who is part of a fundraising group such as a team or a house-hold, donor contacts from the participant's address book roll to the group leader's address book so that gifts canbe acknowledged. If other participants included the participant as a contact, their address books are updated toindicate that the contact is no longer a participant. If the deleted participant registers again, the address book isrestored, although the roles for contacts may change if the participant registers in a different role.

Pending Gifts

When you delete a registration for a participant with pending gifts, the pending gifts no longer appear on theevent website, but they still appear on the Pending gifts tab of the event record, where the participant's name isreplaced by the next level in the group hierarchy. If payments are confirmed for pending gifts, they are rolled upto the next level of the fundraising group hierarchy just like with other donations.

Registrant BenefitsBenefits are gifts your organization gives to registrants for their participation in an event. For example, when aconstituent registers for an event, you may send him a free shirt as a thank-you gift for his participation. Though

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any associated registration fees are not considered payment for the benefit a registrant receives, the benefit’svalue could account for a difference between the registration amount and howmuch of that fee can actually bereceipted, such as for tax purposes. To access the information about the benefits a constituent receives for anevent registration, access the registrant page and select the Benefits tab.

Under Benefits, the applicable benefits for the registrant appear. For each benefit, you can view its quantity andvalue. You can also viewwhether the registrant selected to waive the benefits.Depending on your security rights and system role, you can manage the benefits a registrant receives. Forinformation about how to edit benefit information for a registrant, see Edit Benefits for an Event Registrant onpage 157.

Edit Benefits for an Event RegistrantFrom a registrant record, you can manage the benefits the registrant receives or is eligible for, such as a thank-you gift for participation in the event.

} Edit benefits for a registrant

1. On the event registrant record, select the Benefits tab and click Edit benefits. The Edit benefits screenappears. For information about the items on this screen, see Edit Benefits Screen on page 158.

2. Select whether the registrant receives benefits for the registration.

• If the registrant elects to waive the benefits associated with the registration, selectWaive benefits.


Note: The option to waive benefits for Friends Asking Friends events includes registration and incentivebenefits.

• If the registrant elects to receive benefits for the registration, select Total benefits. In the grid, selectthe benefits the registrant receives. For each benefit, enter the quantity and edit the unit value ordetail information as necessary.

3. Click Save. You return to the Benefits tab.

Edit Benefits Screen

Screen Item DescriptionWaive benefits If the registrant elects to waive all benefits associated with the event, select this option.

Total benefits If the registrant elects to receive benefits for the registration, select this option. Thetotal value amount of the benefits received appears.

Benefit If you select Total benefits, search for and select the benefits the registrant receives.Quantity Enter the quantity of each benefit the registrant receives.

Unit value This column displays themonetary value of each benefit. Edit the unit value asnecessary.

Total value This column displays the total value of each benefit the registrant receives for theevent, based on the quantity and unit value of the benefit.

Details Enter any additional notes about each benefit. For example, for a t-shirt, enter its sizeor color.

WaiverTheWaiver tab on the Friends Asking Friends registrant record contains a view only record of the waiver theconstituent electronically signed during registration.

Note: Changes your organization makes to a waiver agreement appear for constituents who register after theupdates aremade.

Registrant AttributesOn the Attributes tab of a registrant page, you can add multiple attributes for each registrant. Registrantattributes are useful bits of information that help you identify the qualities, characteristics, and concernsassociated with a particular registrant. On the Attributes tab, you can add, edit, or delete attributes for theregistrant.

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Note: The Attributes tab appears only if your system administrator configured registrant attributes. Forinformation about how to add attribute categories, see the Administration Guide.

Add Registrant AttributesOn the Attributes tab of a registrant page, you can add attributes for the registrant. The possibilities withattributes are unlimited and can be easily configured for the registrants of your events.

Note: The Attributes tab appears only if your system administrator configured registrant attributes. Forinformation about how to add attribute categories, see the Administration Guide.

} Add a registrant attribute

1. On the Registrants tab of an event record, select a registrant under Registrantsand click Go to registrant.The registrant record appears.

2. On the Attributes tab, click Add under Attributes. The Add registrant attribute screen appears. Forinformation about the items on this screen, see Add Registrant Attribute Screen on page 160.

3. In the Category field, select the attribute category for the attribute. Your system administratorconfigures the attribute categories.

4. In the Value field, enter or select a value or description for the attribute.


5. In the Start date and End date fields, enter the dates when the attribute is valid for the event registrant.

6. In the Comment field, enter any additional information about the attribute.

7. Click Save. You return to the Attributes tab.

Add Registrant Attribute Screen


Category Select the attribute category for the attribute. Your system administrator configures theattribute categories.

Value Enter or select a value or description for the attribute.Start date/End date Enter the start and end dates when the attribute is valid.Comment Enter any additional comments or information about the attribute.

ResultsFrom the Results tab on the registrant record, you can view participant or fundraising group goals and the resultsto date. The data for fundraising groups includes all group participants. For example, company results includedata for company leaders, teams, team members, households, and individual participants.

Note: The Results tab does not appear for household members and household leaders because householdsshare fundraising goals and results.

RevenueFrom the Revenue tab on the registrant record, you can view the revenue records generated by the participantor fundraising group. The data for fundraising groups includes all group participants. For example, companytransactions include data for company leaders, teams, team members, households, and individual participants.

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Under Revenue, the constituent or fundraising group associated with the revenue, payment amount, paymentdate, and payment method appear. You can also view the transaction type, revenue ID, and revenue type foreach revenue record.To narrow the list of revenue records, you can filter the grid by donor name or transaction type such as“Payment” or “Pledge.” In the Transaction type field, select the criteria of the transactions to view and clickApply. To remove the filter and view all revenue records in the grid, click Reset.To view details about a specific transaction, select the date in the grid. The revenue record for the transactionappears. For information about revenue records, see the Revenue Guide. To access the record for theconstituent associated with the transaction, select the donor's name in the grid.The donor record appears. Forinformation about donor records, see the Constituents Guide.

Fundraising HistoryOn the Fundraising History tab of the registrant record, you can view the registrant name, role, amount ofmoney raised, amount ofmoney to raise goal, registration date, fundraising group name, and event name. TheRegistration history tab enables you to see the fundraising history of the registrant.If a registrant has participated in multiple events over the years for the fundraising group, each year theregistrant participated will be a separate row.

Fundraising Group RecordsWhen an individual registers for an event, the program associates the registrant with an individual constituent.When a registrant creates a fundraising group, the program also creates a constituent group and a groupregistration. The constituent group stores general information about the group such as relationships andattributes, and the group registration displays the group’s goals, current members, group history, registrationhistory, and revenue details for the current event.

Tip: Fundraising groups include teams, companies, and households.

For information about constituent groups, see the Constituents Guide.You can access group registrations from an individual’s registration record or from the Groups tab when youmanage your event. On the individual registrant record, Registration tab, the constituent’s role in the group anda link to the fundraising group registration. To view the group registration, click the fundraising roup name. Fromthe Groups tab when you manage your event, select the name of the fundraising group.


At the top of the group registration record, the fundraising group name appears as a link to the constituentgroup. If the fundraising group is part of a larger fundraising group such as a team within a company, the largerfundraising group name appears as a link to the larger group’s registration record. To view the current group’sconstituent group record or the larger group’s registration record, click the link or click Go to group under Tasks .The group registration record includes a summary section and tabs that detail group information. The summarysection includes a group image, the group leaders names, a link to access the group’s fundraising record, thegroup registration date, the fundraising amount to date, and the combined fundraising goals of all themembersin the group. To update the group image or to change the group name, click Edit under the image. To accessinformation such as fundraising goals, fundraising results, transactions, and current members in the group, usethe tabs below the summary section.

Fundraising GroupFrom the Fundraising group tab on the groups record, you can view the group fundraising page URL, thefundraising group type, the constituent group, the parent fundraising group such as the company for a team,and the group’s goals. The group leader enters the information that appears in the tab during the registrationprocess. From the tab, you can edit the details as necessary.

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Edit Group DetailsOn the Fundraising group tab of a group record, you can edit the group fundraising page URL, goals, the parentfundraising group, and more.

} Edit Friends Asking Friends group details

1. On the Groups tab of the event record, select a group. The group record appears.

2. On the Fundraising group tab, click Edit. The Edit fundraising group details screen appears. For a detailedexplanation of the options on this screen, see Edit Fundraising Group Details Screen on page 164.


3. Edit the group fundraising page URL, fundraising group type, goal information, parent fundraising group,and more as necessary.

4. Click Save. You return to the group record.

Edit Fundraising Group Details Screen


Group page URL Enter text at the end of the event link to appear as the fundraising group’s link. Thelink directs website visitors to the fundraising group’s fundraising page.

Group name If necessary, change the name of the group.

Fundraisinggroup type

If necessary, select a new fundraising group type. For example, if a group registers asa team and later decides to form additional teams, select company.

Constituentgroup

To change the constituent group linked to the fundraising group, search for andselect the record. For example, if a fundraising group registers in the current eventwith a new name, you can search for and select the constituent group record from aprevious event to track the fundraising history.

Is this groupregistered underanother group?

Specify whether the group is a child fundraising group. If the group is a child, select alocal fundraising group or a national fundraising group. For example, if a participantregistered a team with a local event, but did not associate the team with a nationalfundraising group, you can select the national fundraising group.

Fundraisingtotal amount Change the goal amount for the team or company to raise for the event.

Number ofparticipants torecruit

Change the number of participants you want the fundraising group to recruit for theevent.

Number ofcommunicationsto send

Change the number of email and social network communications you want thefundraising group to send.

Number of teammembers

Change the number ofmembers you want the team or each team in the company torecruit.

Percentage ofteam membersto retain

Change the percentage of team members you want the team or each team in thecompany to retain from the previous year's event.

Number ofteams Change the number of teams you want the company to recruit.

Percentage ofteams to retain

Change the percentage of teams you want the company to retain from the previousyear's event.

Constituent Group SearchThe Constituent group search screen enables for you to search for a constituent group to link to the fundraisinggroup when you edit the fundraising group record. When you link a constituent group to a fundraising group,you can track the fundraising history of a group in multiple events.To search for a constituent group, you can enter the group name or lookup ID. You can also select the grouptype or site to filter the results.

Fundraising Group SearchThe Search Friends Asking Friends Event Groups by Child Group Type screen allows you to search for afundraising group when you edit a registration or merge two fundraising groups. To search for a group, you can

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enter the name of the group or the leader. You can also select the type of fundraising group, such as team orcompany, or the group status.

ResultsFrom the Results tab on the group record, you can view fundraising group goals and the results to date. The datafor fundraising groups includes all group participants. For example, company results include data for companyleaders, teams, team members, households, and individual participants.

RevenueFrom the Revenue tab on the group record, you can view the revenue records generated by the fundraisinggroup. The data for the fundraising group includes all group participants. For example, company transactionsinclude data for company leaders, teams, team members, households, and individual participants.To view details about a specific donor, select the donor's name in the grid. The donor record appears. Forinformation about donor records, see the Constituents Guide. For details about a specific transaction, select thedate in the grid.The revenue record for the transaction appears. For information about revenue records, see theRevenue Guide.

Current MembersThe Current members tab displays the fundraising group leaders and groups that are registered undercompanies, teams, and households on group registration records. For companies, the tab displays the company


leader, teams, households, and individual participants registered under the company. For teams, the teamleader, team members, and households display, and for households the household leader and members display.

UnderMembers, the constituent or fundraising group name, fundraising role, total fundraising goal, totalamount raised to date, and participant or group page URL appear. For individual participants and group leaders,email address, and phone number also appear.To narrow the list ofmember records, you can filter the grid by registrant. In the Registrant field, enter aregistrant name and click Apply. To remove the filter and view all member records in the grid, click Reset.To view details about a specific group member, select themember record in the grid. The registrant recordappears for group leaders, and the group registrant record appears for fundraising groups. For informationabout registrant records, see Event Registrant Record on page 151.

Group HistoryFrom the Group history tab of the fundraising group record, you can view the leader name, group type,constituent group, money raised, number of group participants, event name, and the event type for each eventin which the fundraising group participated. The Group history tab enables you to compare the group'sfundraising performance. In order for past event group registrations to appear, the fundraising groups must belinked to the same constituent group.To open a current or past fundraising group record, click the group name in the list.

Registration HistoryFrom the Registration history tab of the fundraising group record, you can view the registrant name, role,amount ofmoney raised, amount ofmoney to raise goal, registration date, fundraising group name, eventname, amount of self donation, and amount ofmoney of raised online for each event in which the fundraisinggroup participated. The Registration history tab enables you to see the fundraising history of a list of registrantsin the group.If a registrant has participated in multiple events over the years for the fundraising group, each year theregistrant participated will be a separate row.

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Sponsor RecordTo access a sponsor record, select a sponsor on the Sponsors tab of the Friends Asking Friends event record. Thesponsor record for that constituent appears.

The constituent name appears at the top of the record. If the constituent is a member of a fundraising group, theconstituent’s role in the group appears. A link to the group also appears underOther information.

Note: For information about constituent records, see the Constituents Guide. For information aboutfundraising group records, see Fundraising Group Records on page 161.

Constituent highlights include primary contact information with a Login as sponsor link for the sponsor’sheadquarters and a Send password link. The sponsorship highlights include the sponsor ID, whether thesponsor is active, the registration date, and total amount of registration fees.

Tip: When a sponsor requests assistance with a personal page, use the Login as sponsor link to access thesponsor’s headquarters without a login or password. If a sponsor uses the privacy settings in the headquartersto disable your access, you cannot log in as the sponsor.

The Send password link sends an email message with the sponsor’s login information. To customize themessage, go to theWebsite tab of the Configure event page and click Sponsorship form under Forms. Forinformation about forms, see the CMS Forms Guide.On the event sponsor record’s tabs, you can edit information about the sponsorship, benefits, and transactions.


SponsorshipOn the Sponsorship tab of the sponsor record, you can edit sponsorship information. This tab includesinformation about the sponsor.

You set up the information that appears on the Sponsorship tab on the Friends Asking Friends Configure page.On the Sponsorship tab, you add the sponsorship options that appear on the sponsorship form that thesponsor uses to sign up for the event. For more information about these tabs, see Friends Asking FriendsConfigure Tabs on page 79.

Edit Friends Asking Friends SponsorsYou can edit sponsorships options for sponsors. For example, you can change the sponsor’s website or waivebenefits.

} Edit a Friends Asking Friends sponsorship

1. On the Sponsors tab of the event record, select a sponsor. The sponsor record appears.

2. On the Sponsorship tab, click Edit. The Edit sponsorship screen appears. For a detailed explanation ofthe options on this screen, see Edit Sponsorship Screen on page 169.

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3. Edit the sponsor information and the sponsorship option as necessary.

4. Click Save. You return to the event sponsor record.

Edit Sponsorship Screen


Sponsorshipcontactinformation

To associate a different constituent with the sponsorship, enter the constituent in theSponsorship contact name field. To associate an image with the sponsor, click Choosefile in the Logo field. In the Sponsor website and Sponsor message fields, enter the URLfor the sponsor’s website and a message for the sponsor on your Friends Asking Friendswebsite.

Organization In theOrganization name and Organization website field, enter the sponsor’sorganization and the URL for the organization’s website.

Sponsorshipoption

In the Sponsorship option and description field, select the sponsorship option to applyto the sponsor. To waive the sponsor’s registration fee, selectWaive registration fees.To waive any benefits associated with the sponsorship option, clickWaive benefits.

Sponsor BenefitsBenefits are gifts your organization gives to sponsors for their support of the event. For example, you may offerto post the company logo on the website as a way to thank a sponsor for their contribution. Sponsorshipregistration fees are not considered payment for the benefit a sponsor receives, but the benefit’s value couldaccount for a difference between the registration amount and howmuch of that fee can actually be receipted,such as for tax purposes. To access the information about the benefits a sponsor receives for an eventregistration, access the sponsor record and select the Benefits tab.


Under Benefits, the applicable benefits for the sponsor appear. For each benefit, you can view its quantity andvalue. You can also viewwhether the sponsor selected to waive the benefits.Depending on your security rights and system role, you can manage the benefits a sponsor receives. Forinformation about how to edit benefit information for a sponsor, see Edit Benefits for a Sponsor on page 170.

Edit Benefits for a SponsorFrom a sponsor record, you can manage sponsor thank-you gifts.

} Edit benefits for a sponsor

1. On the record of the sponsor, select the Benefits tab.

2. Under Benefits, click Edit benefits on the action bar. The Edit benefits screen appears. For informationabout the items on this screen, see Edit Benefits Screen on page 171.

3. Select whether the sponsor receives benefits for the registration.

• If the sponsor elects to waive the benefits associated with the registration, selectWaive benefits.

• If the sponsor elects to receive benefits for the registration, select Total benefits. In the grid, searchfor and select the benefits the sponsor receives. For each benefit, enter the quantity and edit theunit value or detail information as necessary.

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4. Click Save. You return to the Benefits tab.

Edit Benefits Screen

Screen Item DescriptionWaivebenefits If the sponsor elects to waive all benefits associated with the event, select this option.

Totalbenefits

If the sponsor elects to receive benefits for the registration, select this option. The totalvalue amount of the benefits received appears.

Benefit If you select Total benefits, search for and select the benefits the sponsor receives.Quantity Enter the quantity of each benefit the sponsor receives.Unit value This column displays themonetary value of each benefit. Edit the unit value as necessary.

Total value This column displays the total value of each benefit the sponsor receives for the event,based on the quantity and unit value of the benefit.

Details Enter any additional notes about each benefit. For example, for a t-shirt, enter its size orcolor.

TransactionsFrom the Transactions tab on the sponsor record, you can view the revenue records generated by the sponsor.

Under Transactions, the sponsor associated with the revenue, payment amount, payment date, and paymentmethod appear. You can also view the transaction type, revenue ID, and revenue type for each revenue record.To narrow the list of revenue records, you can filter the grid by donor name or transaction type such as“Payment” or “Pledge.” In the Transaction type field, select the criteria of the transactions to view and clickApply. To remove the filter and view all revenue records in the grid, click Reset.To view details about a specific transaction, select its date in the grid. The revenue record for the transactionappears. For information about revenue records, see the Revenue Guide. To access the record for theconstituent associated with the transaction, click the person's name in the grid. The constituent record appears.For information about constituent records, see the Constituents Guide.


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Friends Asking FriendsReports and ListsDonations List 174

Event Revenue Summary Report 177

Groups Hierarchy Report 178

Groups List 179

Lapsed Groups List 183

Lapsed Registrant List 186

Registrants List 191

Sponsorship Details Report 196

Friends Asking Friends reports and lists enable you to track, manage, and evaluate the effectiveness of yourevent website, as well as fundraisers’ performance. Several reports help you measure your organization’sprogress toward meeting specific goals.With lists, you can view a group of records that share selected criteria. When you first access a list page, all itsapplicable records appear. To create a list, use the filters to determine which records to include and informationto view.After you create a list, you can download its information or save the list for future reference.• You can download a list as a comma-separated values (*.CSV) file or a Microsoft Excel (*.XLSX) spreadsheet. Forexample, you can download a *.CSV file to provide a mail house for a mailing, or export an Excel spreadsheetfor use outside of the program. To download a list, click Export section and then Download to CSV orDownload to XLSX. Your browser then downloads the export file, which you can save locally or open in Excel.

• To save a list, click Save list on the action bar. On the Save list screen, enter a name and description to helpidentify the list and then click Save.

• To open a saved list, click Open list on the action bar. On the Open a list screen, click the name of the list. Tonarrow the lists that appear, search for the list to open by its name.

You can access reports and lists from the event.

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Donations ListThe Donations List provides information about donations and the donors who contributed them to the event,the participant credited the donation, the transaction type, and the fundraising group where the participant is amember. Use the list to evaluate gifts received from donors.

With the Donations List, you can also group records that share selected criteria. When you first access theDonations list page, all its applicable records appear. To create a list, use the filters to determine which records toinclude and information to view.

l To filter the data in a column, select the filter icon.

Based on the data in the column you filter, you enter your criteria. For example, for a date-based column,you can enter date criteria, such as all donations after 11/1/2012. For name-based columns, you can enterthe name for which you want to filter, such as all donors with the last nameWilliams.

l To find specific donation records, use the Search to enter the criteria.

l To select which columns to show for donations, on the action bar, click Columns. A screen appears for youto select which columns to show and hide. Use the Search field to quickly find a column by name.

l After you set your criteria, you can save the custom list for access later. To save a list, on the action bar,click Save list. A screen appears for you to enter the list name and description. Click Save. You return tothe Donations List.

l To access a previously saved list, on the action bar, click Open list. The Open a list screen appears.To load the saved list, click the list name. To remove a previously saved list, click the red x next to the listname.

l To revert back to the grid defaults, you can reset the grid .

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Note: By default, donations data for this list refreshes every 24 hours from the Data Mart.

l To sort the grid data by a specific column, click the column header. An arrow appears next to the columnheader for you to choose ascending or descending.

l Also, if you select and hold the column header, you can drag and drop columns to the left and right toreorganize the grid.

Tip: After you make desired list changes, we recommend you save your list for future access. You cansave as many lists as you need to segment and review donation data.

l After you create a list, you can download its information or save the list for future reference.You can download a list as a comma-separated values (*.CSV) file or a Microsoft Excel (*.XLSX)spreadsheet. To download a list, click Export list and then Download to CSV or Download to XLSX.Your browser then downloads the export file, which you can save locally or open in Excel.

Donations List Columns

Column Name Description

Address (Primary) Primary address

Address type Address type

Amount Gift amount

Anonymous gift? Indicates whether the donor's name appears on the website.

Check date Check date

Check number Check number

City City

Company address Company address

Company address type Company address type

Company city Company city

Company donation? Indicates whether the donation was made on behalf of a company.

Company email Company email

Company name Company name

Company phone Company phone number

Company state Company state

Company website Company website

Company zip Company ZIP

Constituent attributes Constituent attributes

Country Country

Credit card type Credit card type

FRIENDS ASKING FRIENDS REPORTS AND LISTS 175


Do not call Indicates the donor does not wish to receive phone calls.

Do not email Indicates the donor does not wish to receive emails.

Do not mail Indicates the donor does not wish to receive postal mail.

Email (Primary) Primary email address

First name First name

Gift date Gift date

Gift fees

Group name The name of the credited registrant's immediate fundraising group.

Group type The credited registrant's fundraising group type.

Inbound channelIndicates whether the donation revenue was received from the websiteor a batch.

Job title Job title

Last name Last name

Lookup ID (donor) The unique identifier for the donor's constituent record.

Matching gift claim The gift amount the donor indicates an organization will match.

Matching gift paid The gift amount an organization paid to match a donor's gift.

Matching organization The name of the organization to pay thematching gift.

Modified by Username of the person who last modified the donor's record.

Modified date The date and time of the last record modification.

Online or offline?Indicates either a credit card or offline cash, check, or other paymentmethod.

Payment method Payment method

Phone (Primary) Primary phone number

Phone type Phone number type

Post status Indicates whether the donation is posted to the general ledger.

Previous donor? Indicates whether the donor gave a gift to the linked event.

Receipt number The gift payment number.

Recognition (registrant name) The name of the registrant to receive credit for the gift.

Registrant role The fundraising role of the registrant to receive credit for the gift.

Revenue attributes Revenue attributes

Revenue ID The unique identifier for the revenue record.

Solicitation channel Themethod used to generate the donation.

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State State

Suffix Suffix

Title Title

Transaction type Gift type

Tributee The name of the person to honor with the donation.

Tributeemessage The tributemessage for the website donor list.

ZIP ZIP

Event Revenue Summary ReportThe Event Revenue Summary Report displays all revenue for a specific event. You can view a revenue summaryfor donation, registration, or sponsorship transactions. Use this report to compare actual event revenue goalsagainst planned goals.

Note: To access the Event Revenue Summary Report from Analysis, select Friends Asking Friends reports,Event Revenue Summary.

To run the report, select the event and click View Report. You can filter the report by date.

The actual, goal, and count values are calculated by adding Revenue Retained to New Revenue.Count indicates the number of confirmed transactions—payments that were received and processed. Fordonations goals, registration and sponsorship goals are subtracted from the total goal.Revenue Retained is revenue from participants in a previous event that is linked to this event. New Revenue isrevenue from participants in the current event.


Groups Hierarchy ReportThe Groups Hierarchy Report displays fundraising and communications activities for fundraising groups. Use thisreport to determine the performance of a company, team, household, and individual participant.The report displays information in this order:

1. All company members, not those under a team or household. Additionally, each company is listed onone page in the report.

2. All teams, independent teams, and team members, if there is more than one team under the company.

3. All independent households and their household members.

4. All independent participants.

Note: To access the Groups Hierarchy Report from Analysis, select Friends Asking Friends report, Groupshierarchy.

To run the report, select the event and click View Report.

You can filter the report to display information about:• Companies and the groups under them—teams, households, and individual participants.• Teams that are not under a company or household. The report displays information about the team leaderand all team members.

• Households that are not under a company or team. The report displays information about the householdleader, and lists the names of household members.

• Individual participants who are not under a company or team.The value for Ave $/team in the company report is calculated by dividing the dollar amount from all teammembers by the number of teams.The value for Ave $/member is calculated by dividing the dollar amount from all members by the number ofmembers.

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The total displayed in all reports includes totals for participants in the current event and any previous eventlinked to the current event.

Groups ListThe Groups List displays registration information about current groups registered for the event. A group is ateam, household, or company. Use this list as a checklist on event day to viewwho registered for the event andalso, when you customize the columns, to view a snapshot of the group data such as money raised, group goal,average donation, and more.

With the Groups List, you can also group records that share selected criteria. When you first access the Groupslist page, all its applicable records appear. To create a list, use the filters to determine which records to includeand information to view.


Based on the data in the column you filter, you enter your criteria. For example, for a date-based column,you can enter date criteria, such as all groups registered after 11/1/2012. For name-based columns, youcan enter the name for which you want to filter, such as all groups with the leader nameWilliams.

l To find specific group records, use the Search to enter the criteria.

l To select which columns to show for groups, on the action bar, click Columns. A screen appears for you toselect which columns to show and hide. Use the Search field to quickly find a column by name.

l After you set your criteria, you can save the custom list for access later. To save a list, on the action bar,click Save list. A screen appears for you to enter the list name and description. Click Save. You return tothe Groups List.


l To revert back to the grid defaults, you can reset the grid


.

Note: By default, group data for this list refreshes every 24 hours from the Data Warehouse.



Tip: After you make desired list changes, we recommend you save your list for future access. You cansave as many lists as you need to segment and review group data.


Groups List Columns


# communications sentThe number of emails, social network communications, and letters sent bygroup participants from their headquarters.

# communications to send goal The group leader's goal number of emails, social network communications,and letters for group participants to send.

# gifts The number of gifts received by group participants.

# gifts from email The number of gifts group participants solicited through email.

# gifts from social media The number of gifts group participants solicited through social media.

# group page views The number of views made to the group fundraising page.

# group participantsThe number of participants in the fundraising group. The number includes par-ticipants from group roll up.

# group participants goal The group leader's goal for number of participants to recruit.

# groupsThe number of groups in this group. For example, the number of teams andhouseholds in a company.

# groups goal The group leader's goal for number of groups in the company.

# offline giftsThe number of cash, check, or other offline gifts received by group par-ticipants.

# online gifts The number of credit card gifts received by group participants.

# participants no self donationThe number of participants without donations towards their own fundraisinggoals.

# participants with self dona-tion

The number of participants that made donations toward their own fundraisinggoals.

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# social media posts The number of social media posts made by group participants.

# times registered this eventtype

The number of times the group registered for events with the same eventtype.

$ average donation amount The average donation amount credited to group participants.

$ from email The amount ofmoney group participants solicited through email.

$ from social media The amount ofmoney group participants solicited through social media.

$ offline The amount ofmoney received as cash, check, or other offline payments.

$ online The amount ofmoney received as credit card gifts.

$ outstanding pending gifts The unpaid pending gift amount.

$ raised The amount ofmoney raised.

$ raised event type The amount ofmoney raised for all events with the same event type.

$ raised previous eventThe amount ofmoney raised for the previous linked event. A value onlyappears if an event is linked to the current event.

$ registration fees The registration fee amount.

$ registration fees received The amount paid for the registration fee.

$ self donation The amount ofmoney donated by the registrant towards the fundraising goal.

$ group goal The fundraising goal for the registrant's fundraising group.

% $0 participants The percentage of group participants who have not raised any money.

% donors retainedThe percentage of donors retained from the previous linked event. A valueonly appears if a comparison event is associated with the current event.

% group participants retainedThe percentage of group participants who were also members of the group inthe previous linked event. A value only appears if a comparison event is asso-ciated with the current event.

% group participants to retaingoal

The group leader's goal for the percentage of participants to retain from thelinked comparison event.

% groups retainedThe percentage of groups that were also in this parent group in the linked com-parison event.

% groups to retain goalThe company leader's goal for the number of groups to retain from the linkedcomparison event.

% of $ raised goal The percentage of fundraising achieved from the goal set by the group leader.

% online $ The percentage ofmoney received online as from credit card gifts.

Average # giftsThe average number of gifts received by group participants. The average doesnot include gifts credited to the group.

Average $ raisedThe average amount ofmoney raised by group participants. The average doesnot include gifts credited to the group.



Company address (Primary) Company address



Company country Company country




Company registration? Indicates whether the registration was made on behalf of a company.



Company ZIP Company ZIP

Group name The name of the fundraising group.

Group type The fundraising group type.

Inbound channelIndicates whether the registration fee revenue was received from the websiteor a batch.

Leader name(s) The names of the fundraising group leaders.

Lookup ID company The unique identifier for the company's constituent record.

Lookup ID group The unique identifier for the group's constituent record.

National group name The national fundraising group associated with the fundraising group.

National level The national fundraising group level associated with the fundraising group.

Parent group name The parent group associated with the fundraising group.

Personalized image/video? Indicates whether the group leader edited the l group page image or video.

Personalized story? Indicates whether the group leader edited the group page story.

Previous group?Indicates whether the fundraising group participated in the previous linkedevent.

Recruitment channel Indicates how the fundraising group was recruited by another registrant.

Registration date The date the fundraising group registered for the event.

StatusIndicates whether the fundraising group is active, pending approval, ordeclined.

URL group page The group page URL set by the group leader.

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Lapsed Groups ListThe Lapsed Groups List displays information about groups who signed up for a previous event but did not signup for the current event. The previous event must be linked to the current event. Use this list to determine who,from the previous event, to contact to support the current event.

Note: For information about lapsed registrants who signed up for a previous event but did not sign up for thecurrent event, see the Lapsed Registrant List.

With the Lapsed Groups List, you can also group records that share selected criteria. When you first access theLapsed group list page, all its applicable records appear. To create a list, use the filters to determine which recordsto include and information to view.


Based on the data in the column you filter, you enter your criteria. For example, for a date-based column,you can enter date criteria, such as all lapsed groups after 11/1/2012. For name-based columns, you canenter the name for which you want to filter, such as all lapsed groups with the leader nameWilliams.

l To find specific lapsed group records, use the Search to enter the criteria.

l To select which columns to show for lapsed groups, on the action bar, click Columns. A screen appears foryou to select which columns to show and hide. Use the Search field to quickly find a column by name.

l After you set your criteria, you can save the custom list for access later. To save a list, on the action bar,click Save list. A screen appears for you to enter the list name and description. Click Save. You return tothe Lapsed Groups List.



Note: By default, lapsed group data for this list refreshes every 24 hours from the Data Warehouse.




Tip: After you make desired list changes, we recommend you save your list for future access. You cansave as many lists as you need to segment and review lapsed group data.


LapsedGroup List Columns


# communications sentThe number of emails, social network communications, and letters sent bygroup participants from their headquarters.

# communications to send goal The group leader's goal number of emails, social network communications,and letters for group participants to send.

# gifts The number of gifts received by group participants.

# gifts from email The number of gifts group participants solicited through email.

# gifts from social media The number of gifts group participants solicited through social media.

# group page views The number of views made to the group fundraising page.

# group participantsThe number of participants in the fundraising group. The number includes par-ticipants from group roll up.

# group participants goal The group leader's goal for number of participants to recruit.

# groupsThe number of groups in this group. For example, the number of teams andhouseholds in a company.

# groups goal The group leader's goal for number of groups in the company.

# offline giftsThe number of cash, check, or other offline gifts received by group par-ticipants.

# online gifts The number of credit card gifts received by group participants.

# participants no self donationThe number of participants without donations towards their own fundraisinggoals.

# participants with self dona-tion

The number of participants that made donations toward their own fundraisinggoals.

# social media posts The number of social media posts made by group participants.

# times registered this eventtype

The number of times the group registered for events with the same eventtype.

$ average donation amount The average donation amount credited to group participants.

$ from email The amount ofmoney group participants solicited through email.

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$ from social media The amount ofmoney group participants solicited through social media.







$ registration fees The registration fee amount.

$ registration fees received The amount paid for the registration fee.

$ self donation The amount ofmoney donated by the registrant to himself.

$ group goal The fundraising goal for the registrant's fundraising group.

% $0 participants The percentage of group participants who have not raised any money.

% donors retainedThe percentage of donors retained from the previous linked event. A valueonly appears if a comparison event is associated with the current event.

% group participants retainedThe percentage of group participants who were also members of the group inthe previous linked event. A value only appears if a comparison event is asso-ciated with the current event.

% group participants to retaingoal

The group leader's goal for the percentage of participants to retain from thelinked comparison event.

% groups retainedThe percentage of groups that were also in this parent group in the linked com-parison event.

% groups to retain goalThe company leader's goal for the number of groups to retain from the linkedcomparison event.

% of $ raised goal The percentage of fundraising achieved from the goal set by the group leader.

% online $ The percentage ofmoney received from credit card gifts.

Average # giftsThe average number of gifts received by group participants. The average doesnot include gifts credited to the group.

Average $ raisedThe average amount ofmoney raised by group participants. The average doesnot include gifts credited to the group.

Company address (Primary) Company address



Company country Company country










Event name The name of the previous linked event.

Group name The name of the fundraising group.

Group type The fundraising group type.


Leader name(s) The names of the fundraising group leaders.

Lookup ID company The unique identifier for the company's constituent record.

Lookup ID group The unique identifier for the group's constituent record.

National group name The national fundraising group associated with the fundraising group.

National level The national fundraising group level associated with the fundraising group.

Parent group name The parent group associated with the fundraising group.

Personalized image/video? Indicates whether the group leader edited the group page image or video.

Personalized story? Indicates whether the group leader edited the group page story.

Previous group?Indicates whether the fundraising group participated in the previous linkedevent.

Recruitment channel Indicates how the fundraising group was recruited by another registrant.

Registration date The date the fundraising group registered for the event.

StatusIndicates whether the fundraising group is active, pending approval, ordeclined.

URL group page The group page URL set by the group leader.

Lapsed Registrant ListThe Lapsed Registrant List displays information about registrants who signed up for a previous event but did notsign up for the current event. The previous event must be linked to the current event. Use this list to determinewho, from the previous event, to contact to support the current event.

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Note: For information about lapsed groups who signed up for a previous event but did not sign up for thecurrent event, see the Lapsed Group List.

With the Lapsed Registrants List, you can also group records that share selected criteria. When you first accessthe Lapsed registrants list page, all its applicable records appear. To create a list, use the filters to determinewhich records to include and information to view.


Based on the data in the column you filter, you enter your criteria. For example, for a date-based column,you can enter date criteria, such as all lapsed registrants after 11/1/2012. For name-based columns, youcan enter the name for which you want to filter, such as all lapsed registrants with the last nameWilliams.

l To find specific lapsed registrant records, use the Search to enter the criteria.

l To select which columns to show for lapsed registrants, on the action bar, click Columns. A screen appearsfor you to select which columns to show and hide. Use the Search field to quickly find a column by name.

l After you set your criteria, you can save the custom list for access later. To save a list, on the action bar,click Save list. A screen appears for you to enter the list name and description. Click Save. You return tothe Lapsed Registrants List.



Note: By default, lapsed registrant data for this list refreshes every 24 hours from the Data Warehouse.



Tip: After you make desired list changes, we recommend you save your list for future access. You cansave as many lists as you need to segment and review lapsed registrant data.

ll After you create a list, you can download its information or save the list for future reference.You can download a list as a comma-separated values (*.CSV) file or a Microsoft Excel (*.XLSX)spreadsheet. To download a list, click Export list and then Download to CSV or Download to XLSX.


Your browser then downloads the export file, which you can save locally or open in Excel.

Lapsed Registrant List Columns


# communications sentThe number of emails, social network communications, and letters sent fromthe registrant's headquarters.

# communications to send goalThe previous goal number of emails, social network communications, andletters to send.

# gifts The number of gifts received.

# gifts from email The number of gifts solicited through email.

# gifts from social media The number of gifts solicited through social media.

# group participants The number of participants in the registrant's fundraising group.

# offline gifts The number of cash, check, or other offline gifts received.

# online gifts The number ofcredit card gifts received.

# participants recruited The number of participants recruited.

# participants to recruit goal The previous goal number of participants to recruit.

# personal page views The number of views made to the registrant's personal fundraising page.

# social media posts The number of social media posts made.

# times registered event typeThe number of times the person registered for events with the same eventtype.

$ average donation amount The average donation amount credited to the registrant.

$ from email The amount ofmoney solicited through email.

$ from social media The amount ofmoney solicited through social media.


$ online The amount ofmoney received as online credit card gifts.




$ raised groupThe amount ofmoney raised by the registrant's immediate fundraisinggroup.

$ raised previous eventThe amount ofmoney raised for the previous linked event. A value onlyappears if an event is linked to the previous event.

$ registration fee The registration fee amount.

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$ registration fee received The amount paid for the registration fee.

$ self donation The amount ofmoney donated by the registrant to himself.

$ to raise goal The registrant's previous personal fundraising goal.

$ to raise group goal The previous fundraising goal for the registrant's fundraising group.

% donors retainedThe percentage of donors retained from the previous linked event. A valueonly appears if an event is linked to the current event.

% donors to retain goalThe previous goal percentage of donors to retain. A value only appears if anevent is linked to the previous event.

% of $ raised goal The percentage of fundraising achieved from the registrant's personal goal.



Age Age

Birth date Birth date



City City










Company ZIP Company ZIP


Country Country

Credit Card type The credit card type used for the registration.

Do not call Indicates the registrant does not wish to receive phone calls.

Do not email Indicates the registrant does not wish to receive emails.

Do not mail Indicates the registrant does not wish to receive postal mail.




Event name The name of the previous linked event.


Gender Gender

Group leader name(s) The names of the registrant's immediate fundraising group leaders.

Group name The name of the registrant's immediate fundraising group.

Group type The registrant's fundraising group type.


Incentive benefit amount(s) The value of the incentive benefits awarded.

Incentive benefit(s) The incentive level benefits awarded and their associated attributes.

Last login date Last login date

Last name Last name

Lookup ID The unique identifier for the registrant's constituent record.

Middle name Middle name

Modified by Username of the person who last modified the registrant's record.


National group nameThe national fundraising group associated with the registrant's immediatefundraising group.

National levelThe national fundraising group level associated with the registrant's imme-diate fundraising group.

Parent groupThe parent group associated with the registrant's immediate fundraisinggroup.

Payment method The payment method used to pay for the registration fee.

Personal page URL Personal page URL

Personalized image/video? Indicates whether the registrant edited the personal page image or video.

Personalized story? Indicates whether the registrant edited the personal page story.



Participated in previous event? Indicates whether the registrant participated in the linked event.

Recruitment channel Indicates how the participant was recruited by another participant.

Registration attributes Registration attributes

Registration benefit amount(s) The value of the registration benefits awarded.

190 CHAPTER 8


Registration benefits & attrib-utes

The registration benefits awarded and their associated attributes.

Registration date Registration date

Registration ID The unique identifier for the registration record.

Registration option Registration option

Role Fundraising role

State State

Suffix Suffix

Title Title

ZIP ZIP

Registrants ListThe Registrants List displays registration information about current participants registered for the event. Use thislist as a checklist on event day to viewwho registered for the event and also, when you customize the columns,to view a snapshot of the registrants data such as money raised, role, average donation, and more.

With the Registrants List, you can also group records that share selected criteria. When you first access theRegistrants list page, all its applicable records appear. To create a list, use the filters to determine which recordsto include and information to view.



Based on the data in the column you filter, you enter your criteria. For example, for a date-based column,you can enter date criteria, such as all registrants after 11/1/2012. For name-based columns, you can enterthe name for which you want to filter, such as all registrants with the last nameWilliams.

l To find specific registrant records, use the Search to enter the criteria.

l To select which columns to show for registrants, on the action bar, click Columns. A screen appears foryou to select which columns to show and hide. Use the Search field to quickly find a column by name.

l After you set your criteria, you can save the custom list for access later. To save a list, on the action bar,click Save list. A screen appears for you to enter the list name and description. Click Save. You return tothe Registrants List.



Note: By default, registrant data for this list refreshes every 24 hours from the Data Warehouse.



Tip: After you make desired list changes, we recommend you save your list for future access. You cansave as many lists as you need to segment and review registrant data.


Registrant List Columns


# communications sentThe number of emails, social network communications, and letters sent fromthe registrant's headquarters.

# communications to send goal The goal number of emails, social network communications, and letters tosend.

# gifts The number of gifts received.

# gifts from email The number of gifts solicited through email.

# gifts from social media The number of gifts solicited through social media.

# group participantsThe number of participants in the registrant's fundraising group. The numberincludes participants from group roll up.

# offline gifts The number of cash, check, or other offline gifts received.

192 CHAPTER 8


# online gifts The number of credit card gifts received.

# participants recruited The number of participants recruited.

# participants to recruit goal The goal number of participants to recruit.

# personal page views The number of views made to the registrant's personal fundraising page.

# social media posts The number of social media posts made.

# times registered event typeThe number of times the person registered for events with the same eventtype.

$ average donation amount The average donation amount credited to the registrant.

$ from email The amount ofmoney solicited through email.

$ from social media The amount ofmoney solicited through social media.






$ raised group The amount ofmoney raised by the registrant's fundraising group.


$ registration fee The registration fee amount.

$ registration fee received The amount paid for the registration fee.

$ self donationThe amount ofmoney donated by the registrant towards the fundraising goal.

$ to raise goal The registrant's personal fundraising goal.

$ to raise group goal The fundraising goal for the registrant's fundraising group.

% donors retainedThe percentage of donors retained from the previous linked event. A valueonly appears if an event is linked to the current event.

% donors to retain goalThe goal percentage of donors to retain from the previous linked event. Avalue only appears if an event is linked to the current event.

% of $ raised goal The percentage of fundraising achieved from the registrant's personal goal.



Age Age

Birth date Birth date





City City












Country Country

Credit Card type The credit card type used for the registration.

Do not call Indicates the registrant does not wish to receive phone calls.

Do not email Indicates the registrant does not wish to receive emails.

Do not mail Indicates the registrant does not wish to receive postal mail.



Gender Gender

Group leader name(s) The names of the registrant's immediate fundraising group leaders.

Group name The name of the registrant's immediate fundraising group.

Group type The registrant's fundraising group type.


Incentive benefit amount(s) The value of the incentive benefits awarded.

Incentive benefit(s) The incentive level benefits awarded and their associated attributes.

Last login date Last login date

Last name Last name

Lookup ID The unique identifier for the registrant's constituent record.

194 CHAPTER 8


Middle name Middle name

Modified by Username of the person who last modified the registrant's record.


National group nameThe national fundraising group associated with the registrant's immediatefundraising group.

National levelThe national fundraising group level associated with the registrant's immediatefundraising group.

Parent groupThe parent group associated with the registrant's immediate fundraisinggroup.

Participated in previous event?Indicates whether the registrant participated in the previous linked event.

Payment method The payment method used to pay for the registration fee.

Personal page URL Personal page URL

Personalized image/video? Indicates whether the registrant edited the personal page image or video.

Personalized story? Indicates whether the registrant edited the personal page story.



Recruitment channel Indicates how the participant was recruited by another participant.

Registration attributes Registration attributes

Registration benefit amount(s) The value of the registration benefits awarded.

Registration benefits & attrib-utes

The registration benefits awarded and their associated attributes.

Registration date Registration date

Registration ID Unique identifier for registration record

Registration option Registration option

Role Fundraising role

State State

Suffix Suffix

Title Title

Zip ZIP


Sponsorship Details ReportThe Sponsorship Details Report displays a list of event sponsors. Use this report to viewwho your sponsors are,if you are on track with your sponsorship goal, and if the sponsors are also event donors or participants.

Note: To access the Sponsorship Details Report from Analysis, select Friends Asking Friends reports,Sponsorship Details report.

To run the report, select the event and click View Report. You can filter the report by sponsorship type, eventstatus (current or previous), sponsor name, and fundraiser status.

For each sponsorship level, you view the number of sponsors compared to your sponsorship goal. Goal andPercent achieved displays more than 100%when the number of sponsorships exceed the planned goal. You alsoviewwhether a current sponsor also supported a previous event linked to this event. Sponsor information issorted by sponsorship level.

196 CHAPTER 8

Index

Aadd

registrant attributes 159attributes tab 158auto-charge 130

Bbenefit option attributes 73

add 74benefit options 72

add 73benefits

edit 157benefits catalog 75benefits tab 169

CConstituents

auto match 16duplicate check 16

Ddashboard tab 130donations tab 136

Eedit

benefits 157email

automatic 110marketing 118

event configuration 79event management overview 129

event page 129dashboard tab 130donations tab 136groups tab 134pending gifts tab 145registrants tab 132sponsors tab 146

event registrantjoin fundraising group offline 154

event registrant page 151edit registrant 153registration tab 152results tab 160revenue tab 160waiver tab 158

event setup 79acknowledgements 110confirmations 110edit group hierarchy 93emails 110enable companies 92enable teams 92gift rules 106goals 86-87, 126incentives 104merchant account 86, 90notifications 110personal headquarter email templates 110prizes 104registrations 97revenue rules 106social network 86sponsorship 102waiver 97website terminology 86, 91

event websiteconfigure 80

content 84design 82links 81

expenses tab 148

Ffriends asking friends

benefits process overview 71Friends Asking Friends

add event 3appeal 3batch 15create users 7dashboard 14delete event 6designation 3edit event 6event records search 13event search 10general ledger 3KPI 14map users 7search event 10search event records 13

fundraising balancecharge participant 130

fundraising groupstart offline 154

fundraising group registration record 161group tab 162members tab 165results tab 165revenue tab 165

fundraising purposesbenefits catalog 75

Ggift rules 107

edit 108gifts 71group hierarchy 92, 134group registrant page

edit group 163group tab 162groups tab 134

KKPIs 130

Mmanage event

find donation 136find fundraising group 134find registrant 132find sponsors 146merge fundraising group 135offline gifts 145update pending registrations 135update sponsors 147

members tab 165

Ppending gifts tab 145

Rregistrant attributes

add 159registrants tab 132registration tab 152registration waiver 97results tab 160, 165revenue rules 107

edit 108revenue tab 160, 165

SSearch

Friends Asking Friends event records 13Friends Asking Friends events 10

sponsor benefits tab 169sponsor page 167

edit sponsor 168edit sponsor benefits 170sponsor benefits tab 169sponsorship tab 168transactions tab 171

198 INDEX

sponsors tab 146sponsorship tab 168

Ttab

attributes 158expenses 148

targeted email listsselect for email message 120

test listsselect for email message 121

transactions tab 171

Wwaiver tab 158website

look and feel 82overview 80pages 84URL 81

INDEX 199

200 INDEX

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