Learn how to edit a registration in the admin portal in this step-by-step guide. This help guide will demonstrate how to edit a registration in the admin portal and log in on behalf of the registrant to edit elements of their fundraising page in Neon Fundraise.
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Content
Editing Registrant Information
Instructions
Editing Registrant Information
Neon Fundraise provides administrators with several ways to edit the elements of a registration.
As an administrator, you can edit the information that displays in a registrant’s record using the admin portal. This option allows you to update contact information, modify user roles, and edit teams.
You can also access a registrant’s fundraising page to make edits for elements that aren’t available in the admin portal, such as the banner image, page title, and welcome message.
First, we’ll start by editing a registration record in the admin portal.
Let’s say a fundraiser, Michael Darby, recently created a fundraising page. He calls to let you know that he is moving and needs to update his address. While he is moving, he doesn’t have access to the internet. You offer to update his information on his behalf.
- To access this record, select the campaign from the campaign list.
- Next, select the People tab.
- From the sidebar, select Registrants.
- To access Michael’s information, select his row from the list of registrants.
- Select the Edit button to modify the contact information.
- Select Edit Contact Info.
- Make changes as needed. When finished, select Save.
- While updating Michael’s address, you realized he has not included a profile picture.This image displays on his fundraising page so that donors know they are on the right page. If you have a photo and Michael’s permission. You can add an image for the registrant. Select Browse, locate the image, and select Open. When finished, select Save.
Note: Keep in mind that the admin portal does not allow you to add a profile picture upon initial entry of a record.
- Another way that an administrator can make edits on behalf of a registrant is to update their fundraising page. The admin portal allows you to log in as the user to make updates to their page title, banner image, and welcome message.
Let’s say that Michael has not had a chance to add a welcome message to his page. You suggest a message and offer to make the update for him.
From the campaign page, select Michael’s record. Select the Hamburger icon. Then select Login As User.
- This opens their page in a different tab. Select the My Page tab.
- From here, you can hover over the banner image to upload an image, or you can scroll to edit by section where you can edit the welcome message, url, or goal. To edit the Welcome Message, select Welcome Message in the Edit My section.
- Add your message. When finished, select Save.