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Participants - Prepare

 

February 2, 2023

You know you’ve got participants coming, whether they’ll be in Groups or attending Events. But what do you need to do in your system to prepare for them? We’ll walk you through an exercise of readiness and considerations, including Participant Type cleanup, various records review, and Participant best practices (how to do it “The MP Way”). 

This is the first in a three-part series on Participants. 

Audience: SPoCs, Volunteer Directors, Group or Event Managers (access to the Administration and Lookup Values folders recommended)

Video Topics

02:25 - Introduction
03:50 - Tracking Fields
05:30 - Congregation/Parish
08:06 - Contact Status
10:40 - Member Status
12:20 - Participant/Member Engagement
14:24 - Participant/Member Type
22:45 - Helpful Views (See Slide Deck below)
28:00 - Standard Participant Type Examples
31:45 - Customized Participant Type Examples
33:05 - Participant Management Tips
34:40 - Participant Scenarios
36:00 - Updating Membership Types
43:50 - Q&A

Additional Resources