Clean Up Database After Event

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When someone registers for an event, the person is added to your Planning Center database. If you don't want those people to remain in your database, you can either changing their Membership Type or set the attendees to inactive, which hides them from your People list.

In order to do this, you'll need to create a list of people who attended the event but are not active in your church, and then perform a bulk action to change their membership type or set them to inactive.

To create a list and perform a bulk action, you need access to People. Click Registrations in the top right and choose People from the dropdown. If you don't see People in the dropdown list, you will need to get access from a leader.

Create a List

Set the list rules to find people who attended the event but are not active in the church. The actual rules that you set will vary, depending on which products you use.

  1. For one rule, create conditions that show people who have attended, given, or were scheduled at any time and set that rule to NONE to remove people who have never been a part of your church.
  2. For another rule, choose the specific event.

Once the rules fit the people you're looking for, click Submit to be taken to the list.

If you track individual people's activity in a different way, add that condition to the first rule.

Perform Bulk Action

From the list, you can choose to either change the membership type or set the person to inactive. Click the icon to be taken to the Bulk Actions menu.

Expand the option below to see how to change the membership type or set the person to inactive.

Change the Membership Type

When you change the membership type, the event attendees will stay in your database as active profiles, just with a different membership type. The membership type will be reflected on the dashboard, and the people will be found in lists and automations unless the membership type is explicitly excluded.

From the Bulk action box, choose the type.

membership type

If you don't want to use a default option as a membership type, you can create your own from the Personal tab on the Custom Fields page.

Click the Perform action button to update all the people on the list with the new membership type.

Set to Inactive

When you set the event attendees to inactive, they will be removed from your database as active profiles, but you can search and reactivate them at any time. They will not be included in the numbers on your dashboard, and the people will not be found in lists and automations unless you check the box to include inactive profiles.

From the Bulk Action box, set the membership status to Inactive and choose a reason and date.

inactive

If you don't want to use a default option as a membership status, you can create your own from the Personal tab on the Custom Fields page.

Click Perform action to update all the people on the list to inactive.

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