Event Registration / Donation form to update contact profile
I noticed that the contact fields automatically get loaded to event registration forms which is a nice feature and saves the user time when registering.
I'd like to request that updates made to contact field information by individuals who are "recognized" users of WA be back loaded to their permanent contact record.
For instance, if someone sees an error in their contact field information (like mailing address) while registering for an event and they update that field (like their mailing address or phone number) while registering for an event, I'd like that change updated to their permanent contact profile record instead of just getting saved with the event record.
If you add this function, it would be a good idea to add a warning message as they page through the registration form to ask "You have made changes to a profile field, do you want those changes to update your profile?". Then given them a yes or no option. Yes means you allow the update to the profile, no means the change only gets stored with the event registration form as you do now.
Hopefully other will like this idea and encourage this to be added. I would anticipate that end users would think that an update made while registering for an event would carry back to their permanent contact file record, when in fact it is not. It would be a nice capability. We will see what other say.
Can someone help me solve this problem? We recently had an event with 200+ members. For most members, when they registered for the event, their profile info transferred to their event registration. For a handful of members, the organization field info did not transfer. This meant that when name badges were printed some members did not have their organization displayed (the names displayed fine). Why did some members' profile info transfer and others did not?
you are right - when you send e-mails from specific event, system uses e-mail from event registration and not from contact record. And as Denys mentioned earlier these are two different e-mails.
I understand you point and we have this particular problem in our analysis list. For now that cannot be changed quickly as we have a lot of to do things on the very next release. But I will consider your particular case when I will work on this problem.
For now I would suggest you to use a workaround: to use correct e-mail in your case, you need to send e-mail from Contact list, not from Event details. To get a list of required contacts, use advanced search option on Contact list and add search criteria named "Registered for specific event(s)" then select the event you want. This will produce you with a list of all contacts that attended this particular event and you will be able to E-mail them - system will use e-mails from contact details record, not from event registration.
Hope this will help.
Sorry for my delay in replying.
I am pretty sure that email blasts sent to event attendees are not going to the contact address, but to the event registration address. That is the problem.
I am getting bounced emails for addresses that do not show up in a Contacts search. They are the addresses used for the original registration.
Paul, contact record and event record are two different records and if you change something in one it will not propagate to the other. So if you need to change the email you must adjust the contact's email since the email blast is sent to the contact email.
I am noticing that this is definitely how the system now works: if I change a contact's email address, the change does not get propagated to their event registrations. This can't be intentional - can it?
Jean Spooner commented
I understand the security reasons to not allow a non-logged in person to change information on a contact profile. BUT, as an administrator, it is cumbersome to update new information (e.g., address changes) by a cut-and-paste. A useful feature would be for the admin to be able to go to a event registration record of contact and ask for the information be used to update the contact profile information (kinda a 'merge' within the contact). If the information is filled in under the event fields, it would be used to update those fields within the contact information.
Thanks for comments
Cathie Izor commented
I would like to chime in and say that I would be happy if at least administrators would have the ability to change a Contact's information in one spot (event registration) and have it make the same changes to the Contact database.
What I find is that an event registrant makes a typo in their registration and then I have to fix it in both places when I find it. (We use the event registration list to send follow-ups for the same kind of event in the future.)
I was making some fixes lately and just realized that changes in one spot don't affect the Contact database. It's the reason I searched out this thread.
That's my two cents.
Any event registrant (except guest) is a contact - new contact is created if there is no such email in database. Guests are exceptions - see separate thread http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825941-create-contacts-for-guest-registrations-7166
Katie Fritz commented
I agree that this would be useful. It would also be great if event registrants could be ADDED to contacts (not just update existing contacts), either automatically or with a single click or setting on the admin side. Are there opt-in issues with that?
Just wanted to say this would be useful, even if only for logged in members.
Dmitry Buterin commented
Teri, this has not been included in 4.3, sorry.
Is this something that will be in 4.3 or later?
We are now analyzing changes to be made to our events module and this particular problem is going to be part of the scope.
David Bryan commented
Good point, Kernel. How about a pop-up that asks for a password? And not to be fussy, but I can see a need to ask for permission for saving back to the record for each changed field. But to keep things simple, I'd support a one-size-fits-all solution.
Kristin Regan commented
I think this is a good idea if we can work around what kernal apricot said. I would like it. We have events every week, so it gets touched a lot.
this makes sense!
Maybe it could be an administrator function. Add a button that says yes, update or no don't for those who are not members.
For logged in members we can do this easily, but for public (anonymous) registration the situation is much worse. We cannot allow to override contact details data based on public event registration as this is a security hole. This means that any person can just fill in any email and if this e-mail is in the contact database WA will override internal data with the ones that public user defined.
Dmitry Buterin commented
This makes good sense to me. I am surprised there are no other comments on this thread! Would appreciate thoughts from other users.
If a contact's email address has changed, and I email all attendees of a past event which this contact attended, the email still goes to the old email address with which he originally signed up for that event.
So, I'm emailing attendees from last year's annual conference, about this year's conference, and I'm getting bounce messages, because it's going to his old address, even though I have updated the email address in his contact sheet.
This seems like a bug...