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Assign Participant Tool

Sometimes MinistryPlatform initially matches registrations by anonymous users to the Default Contact record rather than the record of an actual Participant. With the Assign Participant Tool, you can quickly 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 to which the individual 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 choose to create a new Participant record. If you create a new Participant record, MinistryPlatform creates new Contact, Participant, and Household records.
  • 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.
The Assign Participant Tool showing the selected Default Contact along with notes about the record and possible matches
Note: SPoCs can grant user access to this tool.

Assign Participants

  1. Launch the tool from your preferred page.
    • Events > Event Record > Tools > Assign Participant Tool
    • Events > Tools > Assign Participant Tool > Search for the event
    • Event Participants > Tools > Assign Participant Tool
  2. Select a Default Contact Event Participant from the drop-down menu.
  3. If a match exists, click Select next to the correct Participant.
  4. If a match does not exist, select Create Participant. Enter any additional information as appropriate (most fields auto-fill from the Notes field), and click Create Participant. The Congregation field auto-fills with the Congregation of the Event.
  5. Repeat these steps as needed.
  6. Close the tool.

You've assigned Event registrations to the correct Participant record.