Client Admin Center - Settings - Registrant List and Manage Duplicates
In this article:
- About Registrant List in Client Admin Center
- Sort Registrant List
- Export Registrant List
- About Managing Duplicate Registrants in Client Admin Center
- Manage Duplicate Registrants in Client Admin Center
Clicking on Registrant List in the Client Admin Center generates a list of all registrants across all projects in your client database. Registrants’ basic information is included as well as the projects with which they are associated. The information on the screen can be organized as desired by sorting columns (ascending or descending) or hiding those that don’t need to be viewed. The data can also be exported to a CSV (comma-separated values) file where it can be effectively arranged and managed as required.
Access the Registrant List in the Client Admin Center. Click Settings and select Registrant List.
A list is generated that includes the following columns:
- Personal ID
- Name Title
- First Name
- Last Name
- Associated Projects
- Postal Code
Once you have generated the Registrant List in the Client Admin Center, you can sort the data by specific columns as well as hide columns you don't need to see.
- Sort Columns - Move your mouse over the column heading and click on the dropdown that appears to the right of the title. The window that pops up allows you to sort the column in Ascending or Descending order.
- Hide Columns - Click Columns under the Sort feature. Check and uncheck the columns as needed. A checked column will be displayed and an unchecked column will be hidden.
Exporting the registrants from the Client Admin Center gives you a full list of names and contact information across all projects.
1 - In the Client Admin Center, click Settings and select Registrant List.
2 - Click CSV Export.
3 - A window pops up asking you if you're sure you want to begin the export. Click Yes.
4 - Go to the Mail Center. When the export is complete, you'll receive an email notification in your Lasso Inbox.
5 - Log into the Sales Center (any project).
6 - Click Registrants and select Export.
7 - Click Old Exports.
8 - You will see your CSV file listed under Export Files. Click to open.
When duplicate registrants are merged in the Client Admin Center, the following applies:
- Email, phone, and address information from all profiles in a set of duplicates are retained.
- History and Notes from all profiles in a set of duplicates are retained.
- For duplicate registrants in the same project, the earliest Registration Date is retained, and the most recent data entries for fields such as Source, Secondary Source, Rating, Questions, and Custom Fields override older entries. The exception to this is if any of the registrants in the same project have a rating of Purchaser. If this is the case, the merged registrant will have a rating of Purchaser, regardless of whether it is the most recent rating or not.
- Personal ID and Registrant ID from the profile with the earliest Registration Date are retained.
- For duplicate registrants in different projects, the earliest Registration Date in each project is retained. The Personal ID for the registrant with the earliest Registration Date becomes the Personal ID for that registrant's profiles in all associated projects. The Registrant ID remains the same for the profile with the earliest Registration Date. The other profiles receive new Registrant IDs.
- If there are different sales reps assigned to profiles in a set of duplicates, all sales reps in their respective projects will be assigned to the merged profile.
1 - In the Client Admin Center, click Settings and select Registrant List in the dropdown.
2 - Click on Manage Duplicates.
3 - A window pops up asking you to select the criteria on which you'd like to base the merge of duplicate Registrants. The system automatically selects First Name and Last Name so these are greyed out. Check one of the options of Address, Email, or Phone.
Note: It is recommended to go through the merge process three times, selecting a different criteria each time.
4 - Below the criteria in the popup window is a button called Analyze Matches which provides you with the number of duplicates that there are across all projects based on your selected criteria. Click this only if you want to view the number of duplicates. Otherwise, proceed to the next step of merging the duplicates.
Note: The system checks all addresses, emails, and phones for matches, i.e. multiple addresses, emails, and phone per Registrant.
5 - Once your criteria are selected and you are ready to merge the duplicates, click on Merge Duplicates.
6 - You will be asked if you want to begin the registrant duplicate merge. Click Yes.
7 - When the merge is complete, you'll receive an email notification in your Lasso Inbox.
8 - Go through the merge process for each of the criteria - Address, Email, and Phone.