2 Replies Latest reply on Jul 17, 2018 4:15 PM by Veronica Holmes

    Removing a registered attendee who can no longer attend

    Kerry McGlashan

      Hi, I want to know how to remove someone who has registered for an event but then advises that they can't attend after all. How do I change the status from 'Registered' to 'Invited'?

        • Re: Removing a registered attendee who can no longer attend
          Sanford Whiteman

          You don't (in fact you'd lose reportable data if you could). Use another status like Cancelled that has the right rank in the progression, and which properly models their journey (however unwanted).

          • Re: Removing a registered attendee who can no longer attend
            Veronica Holmes

            That's going to be hard because most of the time Event program channels are set up to not let you go backwards through the statuses.

            You've got a few options here. I use one of these two:

             

            1. In the program's Members tab, manually remove them from the program (Change their status to "Not in Program") and then manually re-add them to the program as a status of "Invited."

            2. Add a new program status in your Event program called "Cancelled" or something like that and set the program status number to be equal to your "Registered" status, which means you can move people between those two statuses easily. Then you can action any future smart campaigns to look at people who are both "Invited" and "Cancelled" status if you need to do follow up. (This is my preferred option)

             

            Edit - Ha - snap with Sanford's reply above.