Managing Participants

You can manage participants for each marketing activity in two ways:

• By changing the Participation Status in the participant record (Registered, Confirmed, Canceled, Participated, Missed).
• By entering responses in the generated activities, mailings or work orders. Depending on the Registration and Participation Status defined for the response, participants are added or edited automatically:
  • Registration field:
    • Register: A target group record is automatically added to the follow-up activity entered and a participant record added to the campaign (Participation Status = "Registered" and Registered on = current date).
    • Unregister: A target group record is automatically added for the follow-up marketing activity entered (but no participant record is added to the campaign).
  • Participation Status field:
    • Participated: The participations status in the participant record is set to "Participated" and a target group record is added for the follow-up marketing activity.
    • Missed: The participations status in the participant record is set to "Missed" and a target group record is added for the follow-up marketing activity.
• If you change the response at a later date, the target group and participant records are updated:

  "Yes, I’m coming" -> "I can’t make it": The participant record is set to "Canceled"’, the registration date is deleted and the cancelation date entered. The target group record added for the original follow-up activity is deleted, and a new target group record is added for the new follow-up activity.

  Note: Attention: When entering responses, ensure that you only select a single answer. Multiple responses can lead to undesired results.