Learn more about the Assign Participant tool in MinistryPlatform, including instructions to assign participants.

Sometimes MinistryPlatform initially matches registrations by anonymous users to the default contact record rather than an actual participant. With the Assign Participant tool, you can review and assign these registrations to an appropriate participant record.

• The Assign Participant tool is available on the Events and Event Participant pages.
• You can launch the tool from an open record or from the grid layout with or without a selection of records.
• When you assign the correct participant, the following records update if they are associated with the event:
  • Invoices
  • Invoice detail
  • Payments
  • Form responses
  • Group participants
• The Assign Participant tool suggests matches based on:
  • First name or nickname
  • Last name
  • Mobile phone or email address
• For events in a series, the tool only assigns the event participant record for the event the person is registered. The Data Quality routine then adds the participant to future events.
• Users can assign the participant to one of the matches suggested by the tool or create a new participant record. If you create a new participant record, MinistryPlatform creates new contact, participant, and household records.
• When you assign an event participant to a Participant record, if the notes on the Event Participant record exactly match the notes on the Invoice and Payment records, then the Invoice and Payment records update to link the participant to the appropriate contact. If the notes do not match, the system assumes the event participant and the payer are two different people, so the invoice and payment records do not update to associate to the contact.
  • The only exception to this is minor registrations. Since the notes will never match for minor registrations, the Invoice and Payment records remain associated with the Default Contact, unless a new parent/payer is created (along with a new Participant record being created for the minor).
• This tool also updates the product group participant if it is in use. Be sure to adjust or confirm any changes in data and use the Add/Edit Family tool with the Assign Participant tool to update your data.
• The audit log records all changes.
• The Assign Participant tool works for any event, so hunt down past events and resolve those old default contacts.