My Prospect Alerts - Event Registration

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When to use

The My Prospect Alerts – Event Registration report outputs a list of all prospects for a defined date range that have either:

  • Registered for an event (regardless of when that event occurs) in the date range
  • Attended an event in the date range
  • Will attend an event in the date range
    This is a self-service report available to WFAA development staff and campus users who have the Prospect & Plan Management role.
  • The output includes all prospects for which a development officer is a plan manager (primary, secondary, Secondary Solicitor) on an active plan, or an owner or additional solicitor of any interaction in the last 12 months or any step in pending/planned status. The output by default includes events which occurred in the previous two weeks or the Registered Date in the coming two weeks. Dates can be edited to provide any desired timeframe and reflect the Event Date or Registered Date.

The report data is only available to be viewed online and cannot be exported to any other format.

What is included in the report

The My Prospect Alerts – Event Registration report outputs the following fields:

Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the constituent record in ABE CRM. ABE CRM login is required.

Constituent Name

The individual constituent associated with the Lookup ID.

My Prospect Role

The current user’s role with the prospect and the constituent’s relationship to the prospect as appropriate

Examples include:

Prospect Manager or Prospect Manager/Participant - Spouse

Primary Manager or Primary Manager/Participant - Spouse or Primary Manager/Participant-Key Influencer

Secondary Manager or Secondary Manager/Participant – Decision Maker

Interaction Owner or Interaction Owner/Participant

Event Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the Event record in ABE CRM. ABE CRM login is required.

Event Name

This is the unique name of the Event.

Event Date

This is the date the Event was held or will be held.

Registration Date

The date the constituent registered for the event.

Registration Status

Indicates the current registration status of the constituent (Registered/Canceled).

Attended Status

Indicates whether the constituent attended the Event (Yes/No/No-show)

Alert Type

Indicates that this is a Registration & Event alert.

 

How to generate the report

  1. Log in to ABE CRM
  2. On the navigation bar, click Prospects
  3. Under Prospect Management, click My fundraiser page
  4. Find the My Prospect Alerts tab among the choices of tabs (it may be on the far right) and click
  5. Click the Events Registration subtab on the red bar
  6. The Start Date and End Date will default to the previous two weeks and the End Date will default to the coming two weeks. You may edit the date range, and then cluck the View Report button on the far right of the tan bar to see the Event Registrations in the date range specified.

Note: The Fundraiser field defaults to the current user and may not be edited.

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