Rallybound allows administrators to add registrants in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:
Log into the Admin at admin.rallybound.com
Navigate to the campaign on which to upload your registrants
Click the "People" tab
Click "Registrants" in the left sidebar
Click "Upload Registrants" at the top of the window
Click "Download CSV Sample Template" in the pop up window
After the Sample Template downloads, open it in your spreadsheet program, and add new registrants (with their information) to the spreadsheet. Important: When editing/adding to the template, do not modify the first row.
Once you've finished entering your data into the spreadsheet, save it as a CSV file
Back in the Admin > "Upload Registrants" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".
- Last Name
Email
Team Options (Solo, JoinTeam or CreateTeam)
Each role for the campaign will have a True or False column, such as “Fundraiser (true or false)”. Complete each role true or false column. Depending on your settings, you may have one or multiple role columns to complete.
- Fundraiser | Page Access (Public, Delisted or Inactive): Typically you would mark Public here when creating new fundraising pages for your campaign.
If registering Managed Fundraisers, the below columns are mandatory:
- First Name
Last Name
Registration Type (Options: Solo, JoinTeam, CreateTeam)
- Give Registrant Fundraising Tools and 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)
If adding Registration Fees, the below columns are mandatory (along with the ones listed out for Fundraisers/Managed Fundraisers):
- Donation Amount - fill in the Registration Fee amount here
- Donation is Registration Fee (Options: True or False) - If adding registration fee, fill in as True
- Fee / Donation is verified (Options: True or False) - If adding fee that should be marked as verified, fill in as True
- Payment Type (Options: Check, Cash, OfflineCreditCard, Wire, InKind) - Use only the keywords provided in the Options list
- Use Different Address For Billing (Options: True or False) - If added an address for the fundraiser, then can use the same address or a different one for billing.