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Procedure/Guide

My Prospect Alerts — Event Registrations


Constituent Data,
Engaging Supporters
| 2 minutes to read
Last Updated: 09-15-2021

Summary

The self-service reports in My Prospect Alerts — a tab on the My Fundraiser page — provide accurate and timely information for development officers related to both their assigned and unassigned prospects. This guide explains how to use the Event Registrations subtab.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.


When to Use

The My Prospect Alerts — Event Registrations Report outputs a list of all prospects in a defined date range who have done at least one of the following:

  • Registered for an event in the date range (regardless of when that event occurs)
  • Attended an event in the date range
  • Will attend an event in the date range

Specifically, the output includes all prospects for whom a user is a plan manager (primary, secondary, secondary solicitor) on an active plan, or an owner or additional solicitor of any interaction in the last 12 months or any step in pending/planned status.

The output, by default, includes registrations entered into ABE CRM in the previous two weeks, and displays attendee status for events that occurred in the previous two weeks or that will be occurring in the coming two weeks. Dates can be edited to provide any desired time frame and reflect the event date or registered date.

This is a self-service report available to WFAA development staff and campus users who have the prospect and plan management role and have agreed to maintain the information’s confidentiality and to use it only in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.

The report is only available to be viewed online and cannot be exported to any other format.

What Is Included in the Report

The My Prospect Alerts — Event Registrations report outputs the following fields:

Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the constituent record in ABE CRM.

Constituent Name

The individual constituent associated with the Lookup ID

My Prospect Role

The current user’s role with the prospect and the constituent’s relationship to the prospect as appropriate

Examples include:

Prospect Manager or Prospect Manager/Participant — Spouse

Primary Manager or Primary Manager/Participant — Spouse or Primary Manager/Participant — Key Influencer

Secondary Manager or Secondary Manager/Participant — Decision Maker

Interaction Owner or Interaction Owner/Participant

Event Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the event record in ABE CRM.

Event Name

The unique name of the event

Event Date

The date the event was held or will be held

Registration Date

The date the constituent registered for the event

Registration Status

The current registration status of the constituent (registered/canceled)

Attended Status

Indicates whether the constituent attended the event (yes/no/no-show)

Alert Type

Indicates a registration and event alert

How to Generate the Report

  1. Log in to ABE CRM.
  2. On the navigation bar, click Prospects.
  3. Under Prospect Management, click My Fundraiser page.
  4. Select the My Prospect Alerts tab from among the tab options (you may need to scroll to the far right).
  5. Click the Events Registrations subtab on the red bar.
  6. The Start Date will default to the previous two weeks, and the End Date will default to the coming two weeks. You may edit the date range and then click the View Report button on the far right of the tan bar to see the event registrations and attendee status in the date range specified.

Note: The Fundraiser field defaults to the current user and may not be edited.


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