Guest Matching from Event Forms: Do NOT automatically create constituent records for Unmatched Guests

I have recently noticed that guests of participants will have a constituent record created if their registration information does not match any records. Previously, I believe the guest would just be added as a Named Guest if their information did not match. Would there be a way to turn this option On or Off? Our organization prefers NOT to create constituent records for guests of participants, but would create records for new registrants. (Registrant = Main person on the form. Guest = an extra person on the same form.)

  • Tommy Horner
  • Mar 27 2020
  • Shipped
Online Registration
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  • Lisa Komp commented
    13 Aug 15:43

    This is our biggest problem with Event forms. The ability to manage guests before many, many duplicate records are created.

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  • Maggie Sanborn commented
    September 09, 2022 15:24

    We continue to have problems with folks registering that put in Bill Smith instead of William Smith and creating duplicate constituent records - have there been talks of a holding place similar to OLX for duplicates?


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  • Admin
    Samantha McGuin commented
    June 17, 2020 18:28

    Today we released a change for guests. If the guest is not the host, it will attempt to match them to a constituent record. If no match or multiple matches are found, a non-constituent/Named Guest record will be created for them.

    You can use the Edit Participant functionality from the Participant list to further change the Participant if needed.

    Thanks,

    -Samantha McGuin
    Principal Product Manager

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  • Tommy Horner commented
    April 15, 2020 21:16

    Great News!

    Thanks Sam!

    Cant wait to test this out!

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  • Admin
    Samantha McGuin commented
    April 15, 2020 20:30

    Currently, new records are created if the guests have any type of contact information, like an email address, physical address or phone number included. We will soon be making a change to instead write these as "Named Guests" instead of constituents if they do not match to an existing record.

    I'll post back on this Idea once this is released!

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