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Moving a Registrant to Another Group

When using Group Registration you may sometimes need to relocate a group member or move a single registrant (known as a group of one) into an existing group. This move can be achieved in two easy steps.

First, you will need to find and copy the registration ID of the person that you want to move. You can do this by opening up a registrant’s confirmation page or by searching their name in the By Transaction report.

FINDING THE TRANSACTION ID ON THE CONFIRMATION PAGE

From the registration report, find the registrant you need to move into a group and click the ‘View Registration Details’ icon to the right of their name.

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When clicked a new page will open. This is a copy of the confirmation page your registrant saw after completing registration. Find the Reference Number (Transaction id) and copy it.

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USING THE ‘BY TRANSACTION ID’ REPORT

To find the Transaction id using the By Transaction ID report, click on the report name in the Reports & Tools. Search the name and the ID will be displayed in the fourth column.

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Copy the Transaction id.

Your second step is to navigate to the Groups Report, Find the group leader of the group that you want to move the person to and click on the last icon in the Tools.

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Enter the Transaction ID and click CONFIRM. This will complete the move into the new group.

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If you have any question about moving registrants into groups contact us today.


Posted on May 22, 2014 by Mark Turner
Category : Event Wizard® Tips
Tagged : ,, , ,