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Matching Sponsorships to Contacts
There is a column called Match that may contain an icon for some sponsors. If there is NOT an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there IS an icon, it means something about the registration doesn't match the data in the system. Clicking on …
Associate Form/Survey Responses to Contacts
You can associate a form response to a contact in your database, by clicking into the IP Address listed in the From column. NOTE: You must have included: Form: First Name , Form: Last Name , and Form: Organization OR Form: Email Address in your survey to be provided with sufficient information to match the …
Matching Registrants to Contacts
There is a column called Match that may contain an icon for some registrants. If there is NOT an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there IS an icon, it means something about the registration doesn't match the data in the system. Click…
