Add registrant Status field to Events on NXT

Our events management team were very pleased to see Events added to the NXT interface, but quickly spotted that the registrant Status field hasn't been included. As this is where we add a lot of important information (e.g. cancelled), not having it is frustrating.

  • Mark Lennon
  • Sep 12 2019
  • Reviewed: Voting Open
  • Attach files
  • Kerri Topps commented
    October 22, 2019 18:21

    It is extremely unfortunate to not be able to view from a constituents record in NXT if they have accepted, declined, etc. from the response field on the database side. Seems like a simple fix and shouldn't require a group discussion. Also, being able to sort so the most recent events can be on the tops seems simple enough as well. Why do we need votes for common sense fixes?

  • Brian Hallisey commented
    October 11, 2019 20:03

    Samantha,
    I would be happy to sit in on a call. I'll be out next week, back on the 22nd, but send along the invite and I'll respond as soon as I get back.

    Thank you
    Brian

  • Admin
    Samantha McGuin commented
    October 11, 2019 19:50

    Hello! We have some preliminary designs for a first class "RSVP status" field and accompanying backoffice functionality that I'd love to run by some of you! If you'd like to join a call to review these designs the week of October 28th, please email me at samantha.mcguin@blackbaud.com and we'll get you setup with a time for a 30 minute call.

    Thanks!
    Samantha McGuin
    Principal Product Manager, Events

  • Jennifer Miller commented
    October 11, 2019 15:13

    I agree. We use the Registration as Registered, Not Registered to generate the quick view total count of how many are attending.  Currently, in the DB view it is displayed at the bottom, so it should be able to be added to NXT. 

    So many times, the Chairperson, ED or CEO will ask "so how many people are coming" or the venue wants a count. A quick view to this number in NXT would be great. 

  • Laurie Ann Tuttle commented
    October 01, 2019 16:03

    There are two fields. The 'Registration Response' field is located in database view in between 'Invite' and 'Register' it is customizable and it is NOT available in NXT. The 'Registration Status' field is NOT customizable and it is available in NXT. 

     

    We really need the 'Registration Response' field in NXT.

  • Amy Dana commented
    September 13, 2019 19:57

    Samantha, yes we do. For example, we have a bike ride where people are sponsored riders. Their registration is paid for but because of issues with the event website, they were comped for both their registration and $100 jersey. Using the "partially paid" status let me easily find who we needed to follow up with for jersey payment.

  • Admin
    Samantha McGuin commented
    September 13, 2019 19:34

    Amy Dana - do you have a status for partial payments, specifically?

  • Amy Dana commented
    September 13, 2019 17:31

    We use it for payment, too. It's especially  helpful for partial payments.

  • Mark Lennon commented
    September 13, 2019 08:41

    Our table currently includes:

     

    Accepted

    Booked

    Cancelled

    Complimentary

    Declined

    Invited

    Paid

    Refunded

    Waiting list

     

    I'm not sure all of those are in the correct place and aren't replicated somewhere else,  or that they are all used, but that's how we have it at the moment.

    Hope this helps!

  • Keri Barnhart commented
    September 12, 2019 20:44

    We use status to track payment globally for an event, since we can't always use theregistration fees tab to know what's going on - especially if there's no gift to link, or we only want to use 1 Unit/ticket per table sponsor. We use Paid, Complimentary, Event Package, Pre-Purchase, and Not Paid. We have not needed Cancelled or Refunded since we expanded this field table, but those would also be valid. (Cancelled is also a Response option.)

  • Admin
    Samantha McGuin commented
    September 12, 2019 19:42

    Thanks for this Idea and votes! Since the Status field is user-defined - you can set what values you want within it, can you give me more information about what options you have set for your Status field?

    We are evaluating several new status fields to account for many of the items we typically see in customer's status fields. Having additional information on your setup will be very helpful! Thanks!