Good afternoon all,
Curious to hear from other organizations about what is considered to be "best practices" for setting up the Special Event record on constituents for Elevated Events.
We're currently set up so that whoever is paying for a table at our gala has the patron gift put on their record. As a result, the Event record is also generated for them on their History tab. Clicking into the Special Event window, we add guests for anyone who is attending the event only as a result of that gift. Even if the record is an incomplete table, we won't add guests we know will be at the same table because we don't want their attendance to be recognized as a consequence of that gift.
Is anybody setting this up so that the event record is listing all guests at the table (even if they've given their own separate gift to qualify to attend the event)?
This latter methodology (which we're not using) would seem to potentially provide a cleaner set up of tables, but I worry that it might add more confusion at the end of the day because it ends up recognizing attendees for another person/organization's contribution to the event.
Thank you,
Brian
We calculate how gala buyers are receipted based on their event record's attendees and levels, so I would never add someone to a record just because they were sitting at the same table -- only if the buyer was indeed monetarily responsible for the place.
We will also add records for individuals or couples that buy their tickets, or for "comp" tickets.
There are fields for table and seat on each attendee that could be used to indicate the same table across disparate event records. Then you could sort on these in a separate report in order to see the table all together, even though it is made up of many different elevated event records.
Nick,
I think we're of the same school of thought on this; thank you!