The event connector lets you move updated constituent data from event forms to the user profile on Almabase and to Raiser's Edge NXT. Event connectors help push default field registration field values (Name, Email, Phone number, and Affiliations) collected when a guest registers for the event to their profiles on Almabase.
The Affiliation field can be toggled on/off from Event Settings.
How to Move Updated Constituent Data to the Almabase User profile (Default Registration fields)👇
Step 1: Set up a connection on your Event
Head to the Connections tab 👇
Set up how data on your registration forms (Name, Email address, Phone Number) will be pushed to the guest’s record. You can set up some rules on how new data collected for these fields should flow into the user profile of those constituents.
When a guest is mapped to a record, the data they filled in while registering can be pushed to their mapped record.
If you choose to review before updating, when mapping, you can manually review the information for each guest before pushing to record.
Set up connections for these fields to push data to the user profile.
Let's take an example of setting the connection between the email field on the giving form and that on the user profile.
Once you click on the email section, you will be taken to the Edit connection modal for the email field. Here, you can set up the following internal options for the email address as well👇
Type: This option lets you choose the email type for the newly acquired email. If you choose "Personal" as the option, the email will be saved on the user profile as the personal email.
Is login email: This option adds the email as a login email, and the user would be able to log in to their profile on Almabase using this email address in the future.
Is Primary: If set to "True," this option allows you to add the newly collected email address as the primary email for the user.
Connection Rule: The connection rule can be set to the following three options 👇
Don't update: This is the default option, and any new emails you collect from your giving form will not be pushed to the user profile.
Review before updating: Any new emails that you collect from your giving forms will be flagged for review, and you will have to manually approve the changes for them to be pushed to the user profile.
Automatically push: All new emails will get automatically pushed to the user profile.
Note - All the registrations must be mapped to a record for the data to be able to flow to the profile of those records.
Step 2: Pushing Data to the User Profile on Almabase
If your connection rule is set to Review before updating, you need to review each update.
To do this, head to the Guest Manager section and go to the mapping section for each registration. You'll find the option to Review data updates 👇
Here, you'll be shown both the new data collected and the existing data available on the donor's record. You can review the data updates and click the Add to the Record button to push the new data to the user's profile.
Step 3: Syncing the New Data to RENXT
Any new update on the user profiles on Almabase can be synced to RENXT using the Constituent Sync feature.
Since the event connector updates data on the user profile, the constituent sync system picks this change, and depending on the Sync Rules you have in place, the data is automatically pushed to RENXT or is flagged for review in the Data Inbox.
How to Move Updated Constituent Data from Event Forms to the Almabse User Profile (Default fields on a user's profile)👇
You can push other form field submissions to default fields on a user's profile from event forms to the Almabase profile and then to the constituent record on Raisers Edge using Form connectors👇
Form connectors will work only for the default fields on a user's profile. Default fields are Basic Information, Addresses, Emails, Phone Numbers, URLs, Education, Other Education, Preferences, Affiliations, Interests, Marital Information, and Employment.
Currently, form connectors do not support custom fields.
Check out the articles below for more information on form connectors.
Reach out to help@almabase.com in case you have any questions or suggestions📥