Learn how to use the admin portal to add a registrant in this step-by-step guide. This help guide will demonstrate how to use the admin portal to add a registrant so that you can create a fundraiser page on behalf of that registrant in Neon Fundraise.
Recommended Reading Before You Start
Content
Instructions
Adding a Registrant
The Neon Fundraise admin portal provides administrators with the ability to add registrants manually and create a fundraiser page on their behalf.
You may want to do this for several reasons, such as creating pages for younger fundraisers, helping people who don’t feel comfortable using computers, or helping those who are having difficulty with the website.
Let’s say you are the administrator and one of your fundraisers reaches out to you because she doesn’t have access to a computer to set up her page. Your offer to set up a page on her behalf using the admin portal.
- To start, select the campaign from the campaign list.
- Next, select the People tab.
- From the sidebar, select Registrants.
- The Registrants List displays all users who are registered. To add this fundraiser as a registrant, select Register.
- The New Registration pop-up will appear. The registrant information is divided into three sections: Contact Info, Account Info, and Roles. Complete the contact information.
For Account Info, you can select New Member or Managed Account. Selecting New Member means that this registrant is a new participant for this campaign. If they created a fundraising page for another campaign, they would still be considered a new member for this campaign. Selecting Managed Account means that the campaign administrator will manage and update this account for the registrant. This could be a parent managing a child’s page or a team captain managing all the participants' pages.
Select the roles for this registrant.
Lastly, collect payment through the Make a donation/ Process registration fee section.
When finished, select Register.
- Jenny is now on the list of registrants and a fundraising page has automatically been created on her behalf.
Note: If you enter an email address that is associated with another campaign, when you select the Register button, you will get a message that says this user is already registered with a different campaign. Select OK. You will return back to the popup. Check the box Join Neon Fundraise Account. This will allow you to complete the registration.