RallyBound allows administrators to edit registrants in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:

  1. Log in to your admin panel (at yourcampaign.com/admin)

  2. Click "People" and then "Registrants" in the left sidebar

  3. Click "Bulk Edit" at the top of the window

  4. Click "Download CSV Sample Template" in the pop up window

  5. After the Sample Template downloads, open it in your spreadsheet program, and add existing registrants (with their information to change) to the spreadsheet*. Important: When editing/adding to the template, enter the MemberIDs of only the registrants you want to edit in the first row. Enter any column data you want to edit.

  6. Once you've finished entering your data into the spreadsheet, save it as a CSV file

  7. Back in the admin panel > "Bulk Edit" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".

 

 

* Below is the CSV template structure:

 

  • Registrant Information

    • MemberID

    • First Name

    • Last Name

    • Email

    • Address1

    • Address2

    • City

    • State

    • Zip

    • Country

    • Phone

  • Team Options

    • Registration Type (Options: Solo, JoinTeam, CreateTeam)

    • Registrant's Goal Amount

    • Team ID to join (if the registrant is joining a team, enter team ID)

    • Team Name to create or to join if ID is unknown (if the registrant is creating a team, or if the registrant is joining a team but the ID is not known, enter team name)

    • New Team's Goal Amount (if the registrant is creating a team)

  • RSVP (Options: Physical (=attending) or Virtual (=not attending))

  • Fundraising Tools

    • Give Registrant Fundraising Tools and Page (Options: True or False)

    • Registrant's Page Custom URL

    • Registrant's Goal Name Override (registrant campaign’s display name)

    • Hide Registrant's Page (Options: True or False)

    • RSVP Under Existing MemberID (enter the existing registrant’s Member ID if the new registrant’s account will be managed by an existing registrant)

    • Password (use only if: (a) the registrant has Fundraising Tools turned on, and (b) will not be managed by an existing registrant)

  • Donation Information (if applicable)

    • Donation Amount

    • Donation is Registration Fee (Options: True or False)

    • Fee / Donation is verified (Options: True or False)

    • Payment Type (Options: Check, Cash, OfflineCreditCard, Wire, InKind)

    • Transaction ID (use only for OfflineCreditCard and Wire payments)

    • Payment Date

    • Check Number (use for Check payments)

    • Use Different Address For Billing (Options: True or False)

    • Billing Address

      • Address 1

      • Address 2

      • City

      • State

      • Zip

      • Country

  • Any custom registration fields (with their options) are displayed in the remaining columns


Please note : Fields that are left blank will not cause any updates; type DELETE in a field that you'd like to remove.