How to Configure Events Module Settings

The Events module in Raiser's Edge NXT allows you to see which constituents participated in your event and what was paid in fees. Our integration allows you to connect a fundraiser to an event in Raiser's Edge NXT, so you can use Trellis for the full event process and have data flow automatically before, during, and after the event.

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How to Set Up the Events Module Sync

1. Go to your Fundraiser Builder 
2. Open the Settings on the left-hand side, and find Integrations
3. Click Events Module
   
   
   
4. Option A: Connect to an existing Raiser’s Edge Event using the dropdown 
   
   
5. Option B: Create an event in Raiser's Edge NXT using your existing fundraiser info. You’ll be able to edit this event in Raiser’s Edge at any time. 

Set Up Event Module Fees

The Event Module Fee settings provide valuable options for organizations in the following scenarios.

• Tracking Event Tickets - Select which Event Tickets are generated as fees in Raiser’s Edge NXT to monitor attendance accurately.
• Managing Items for Sale - Choose which Items for Sale are created as fees in Raiser’s Edge NXT to ensure Sponsorships remain distinct.

1. Choose which Event Tickets should appear as Participant fees
2. For any Items for Sale, choose which appear as Other fees
3. Click Save once all settings have been configured

When connected, fees will only appear on the event participant who made the purchase. For example, if Bob Smith buys 4 tickets, 4 participants will appear in Raiser's Edge NXT but only Bob's participant record will have fees associated.

To learn more about how event participant records will appear in Raiser's Edge NXT and view our FAQ, click here.