Neon Fundraise allows administrators to edit registrants in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:
- Log in to the Admin at admin.rallybound.com
- Navigate to the campaign on which to edit your registrants
- Click the "People" tab
- Click "Registrants" in the left sidebar
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Click "Bulk Edit" at the top of the window
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Click "Download CSV Sample Template" in the pop up window
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After the Sample Template downloads, open it in your spreadsheet program, and add existing registrants (with their information to change) to the spreadsheet*. Important: When editing/adding to the template, enter the MemberIDs of only the registrants you want to edit in the first column. Enter any column data you want to edit.
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Once you've finished entering your data into the spreadsheet, save it as a CSV file
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Back in the Admin > "Bulk Edit" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".
CSV Template Structure (for Role Registration)
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Registrant Information
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MemberID
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First Name
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Last Name
- Company Name
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Email
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Address1
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Address2
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City
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State
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Zip
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Country
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Phone
- Admin Comment
- Team Options
- Hide from team for non-fundraisers (Options: True or False)
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Team Options (Options: Solo, JoinTeam, CreateTeam)
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Team ID to join (if the registrant is joining a team, enter team ID)
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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)
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New Team's Goal Amount (if the registrant is creating a team)
- Tracking Code
- Custom fields on the contact form
- Any roles (Options: True or False) and fields that accompany them
- Under Fundraiser role:
- Page Access (Options: Public, Delisted, or Inactive)
- Goal Amount
- Campaign Name
- Custom URL
CSV Template Structure (for Detailed and Quick Registration)
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Registrant Information
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MemberID
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First Name
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Last Name
- Company Name
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Email
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Address1
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Address2
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City
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State
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Zip
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Country
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Phone
- Admin Comment
- Registration Information
- Registered On (date)
- Registration Type (Options: Physical (=attending) or Virtual (=not attending))
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Fundraising Options
- Team Options
- Hide from team for non-fundraisers (Options: True or False)
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Team Options (Options: Solo, JoinTeam, CreateTeam)
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Team ID to join (if the registrant is joining a team, enter team ID)
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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)
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New Team's Goal Amount (if the registrant is creating a team)
- Tracking Code
- Any custom registration fields (with their options) are displayed in the remaining columns
Please note: Fields that are left blank will not cause any updates; type DELETE in a field that you'd like to remove.