When a new website user logs in to your website for the first time, a sign-up request transaction generates for The Raiser’s Edge. When you process the transaction, if the new user does not have a constituent record in The Raiser’s Edge, you create a record for the user. If the user has an existing constituent record in The Raiser’s Edge, you link the user to the record. Several parts generate sign-up request transactions for new users including the Fundraiser, Personal Page Manager, and User Login parts.
Before you process Sign-Up Requests, you should select options in NetCommunity Options in The Raiser’s Edge. Specifically, you can apply Transaction Assignments to Sign-Up Requests. Review that section before proceeding with this section.
There are two main ways to process Sign-up Requests — single and bulk. We do not recommend combining steps between these two processes. For example, do not use the Process Transaction button if you are going to download transactions using the bulk process. Read this section entirely to learn about the information available for both processes.
| • | Single — You can select each row individually to match the user with an existing Raiser’s Edge record or add the user as a new record in the database. |
| • | Bulk — You can select all users and process every transaction simultaneously. If you process all transactions, you may need to clean up data in The Raiser’s Edge after processing completes. |
Show Me: Watch a video tutorial about processing sign-up requests individually.