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Bulk Register Users

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Neon Fundraise allows administrators to add registrants in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:

  1. Log into the Admin at admin.rallybound.com
  2. Navigate to the campaign on which to upload your registrants
  3. Click the "People" tab
  4. Click "Registrants" in the left sidebar
  5. Click "Upload Registrants" at the top of the window
  6. Click "Download CSV Sample Template" in the pop up window
  7. After the Sample Template downloads, open it in your spreadsheet program, and add new registrants (with their information) to the spreadsheet. Important: When editing/adding to the template, do not modify the first row.
  8. Once you've finished entering your data into the spreadsheet, save it as a CSV file
  9. Back in the Admin > "Upload Registrants" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".
Note: Automated Emails
Please note that bulk registering and editing users can trigger the following automated emails to the affected users if they are enabled:
  • Registration Confirmation
  • Registrant Account Creation
  • Team Join Confirmation
  • Team Join Notification
Automated emails can be edited or deactivated under Email > Automated Emails in the admin panel (see more information here).
 
If registering Fundraisers, the below columns are mandatory:
  1. Last Name
  2. Email
  3. Team Options (Solo, JoinTeam or CreateTeam)
  4. Each role for the campaign will have a True or False column, such as “Fundraiser (true or false)”. Complete each role true or false column. Depending on your settings, you may have one or multiple role columns to complete.
  5. Fundraiser | Page Access (Public, Delisted or Inactive): Typically you would mark Public here when creating new fundraising pages for your campaign.

If registering Managed Fundraisers, the below columns are mandatory:

  1. First Name
  2. Last Name
  3. Registration Type (Options: Solo, JoinTeam, CreateTeam)
  4. Give Registrant Fundraising Tools and Page (Options: True or False) 
  5. RSVP Under Existing MemberID (enter the existing registrant’s Member ID if the new registrant’s account will be managed by an existing registrant) 

If adding Registration Fees, the below columns are mandatory (along with the ones listed out for Fundraisers/Managed Fundraisers):

  1. Donation Amount - fill in the Registration Fee amount here
  2. Donation is Registration Fee (Options: True or False) - If adding registration fee, fill in as True
  3. Fee / Donation is verified (Options: True or False) - If adding fee that should be marked as verified, fill in as True
  4. Payment Type (Options: Check, Cash, OfflineCreditCard, Wire, InKind) - Use only the keywords provided in the Options list 
  5. Use Different Address For Billing (Options: True or False) - If added an address for the fundraiser, then can use the same address or a different one for billing.

CSV Template Structure (for Role Registration)

Registrant Information

  • Registrant's First Name
  • Registrant's Last Name
  • Registrant's Company Name
  • Registrant's Email
  • Registrant's Address1
  • Registrant's Address2
  • Registrant's City
  • Registrant's State
  • Registrant's Zip
  • Registrant's Country
  • Registrant's Phone

Register Under Existing Member

  • RSVP Under Existing MemberID (enter the existing registrant’s Member ID if the new registrant’s account will be managed by an existing registrant)
  • RSVP Under Existing Member Email if ID is unknown

Team Options

  • Team Options (Options: Solo, JoinTeam, CreateTeam)
  • Team ID to join (if the registrant is joining a team, enter team ID)
  • Team Name to create or to join if ID is unknown (if the registrant is creating a team, or if the registrant is joining a team but the ID is not known, enter team name)
  • New Team's Goal Amount (if the registrant is creating a team)

Tracking Code

  • Tracking Code

Donation Information (if applicable, for a donation made along with the registration)

  • Donation Amount
  • Donor Display Name
  • Donation is Registration Fee (Options: True or False)
  • Fee / Donation is verified (Options: True or False)
  • Payment Type (Options: Check, Cash, OfflineCreditCard, Wire, InKind)
  • Transaction ID (use only for OfflineCreditCard and Wire payments)
  • Payment Date
  • Check Number (use for Check payments)
  • Use Different Address For Billing (Options: True or False)
  • Billing Address1
  • Billing Address2
  • Billing City
  • Billing State
  • Billing Zip
  • Billing Country

Role Registration

  • Any roles (Options for role columns: True or False) and fields that accompany them
    • Each role field will have the format Role Name | Name of Field
  • Under Fundraiser role:
    • Page Access (Options: Public, Delisted, or Inactive)
    • Goal Amount
    • Campaign Name
    • Custom URL
  • Any custom registration fields (with their options) are displayed in the remaining columns

 

CSV Template Structure (for Detailed and Quick Registration - used with legacy sites)

  • Registrant Information

    • First Name
    • Last Name
    • Email
    • Address1
    • Address2
    • City
    • State
    • Zip
    • Country
    • Phone
  • RSVP (Options: Physical (=attending) or Virtual (=not attending))

  • Fundraising Options

    • Give Registrant Fundraising Tools and Page (Options: True or False) - fill in as True for making them fundraisers. If adding Attendees, fill in as False

    • Registrant's Goal Amount

    • Registrant's Page Custom URL

    • Registrant's Goal Name Override (registrant campaign’s display name)

    • Hide Registrant's Page (Options: True or False)

  • Registration Information

    • RSVP Under Existing MemberID (enter the existing registrant’s Member ID if the new registrant’s account will be managed by an existing registrant)
    • Password (use only if: (a) the registrant has Fundraising Tools turned on, and (b) will not be managed by an existing registrant)
    • Join - Join Neon Fundraise account (only applicable if user has accounts on other/previous events)

  • Team Options

    • Registration Type (Options: Solo, JoinTeam, CreateTeam)

    • Team ID to join (if the registrant is joining a team, enter team ID)

    • Team Name to create or to join if ID is unknown (if the registrant is creating a team, or if the registrant is joining a team but the ID is not known, enter team name)

    • New Team's Goal Amount (if the registrant is creating a team)

  • Tracking Code

  • Donation Information (if applicable)

    • Donation Amount

    • Donation is Registration Fee (Options: True or False)

    • Fee / Donation is verified (Options: True or False)

    • Payment Type (Options: Check, Cash, OfflineCreditCard, Wire, InKind)

    • Transaction ID (use only for OfflineCreditCard and Wire payments)

    • Payment Date

    • Check Number (use for Check payments)

    • Use Different Address For Billing (Options: True or False)

    • Billing Address

      • Address 1

      • Address 2

      • City

      • State

      • Zip

      • Country

  • Any custom registration fields (with their options) are displayed in the remaining columns