Learn how to merge registrant records in this step-by-step guide. This help guide will demonstrate how to merge registrant records using the admin portal in Neon Fundraise.
Recommended Reading Before You Start
Content
Instructions
Merging Users
An important administrator task is to make sure that your registrant list is accurate. If you find that a duplicate registrant page is created by mistake, or you need to combine registrants for various reasons, the Neon Fundraise admin portal gives you the option to merge registrants records.
When merging records, there are few things to keep in mind. By merging records, the record designated as the merged one is closed. All of the donations associated with that record will transfer to the main record’s fundraising record.
Also, the content on the fundraising page associated with the merge does not transfer to the main users fundraising page.
For example, a husband and wife, Michael and Ella Darby, both created fundraising pages, however, you only allow one fundraising page per household. You will need to consolidate their registrations and their fundraising pages to create one fundraising page for the both of them. Let’s look at how to merge their pages.
- To access this record, select the campaign from the campaign list.
- Next, select the People tab.
- From the sidebar, select Registrants.
- From the registrant’s list, select the checkbox next to the records that need to be merged. Then select Merge Users.
- The Merge Users box displays dropdown options for the individuals you want to merge. You want to merge Ella’s record into Michael’s record. To do this, select Ella Darby in the Merge User dropdown, and select Michael Darby in the Into User dropdown. When finished, select Merge.