Clean Up Database After a Signup

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When someone registers for a signup 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 change their Membership Type or set those profiles to inactive, which hides them from your database.

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

Notice

You must have at least Editor permissions in People. Use the product switcher to go to People. If you don't see it in the list, request access from your church.

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Create a List

Set the list rules to find people who registered for the event but are not active in the church. The actual rules that you set will vary, depending on which products you use and how your signup was set up.

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  1. Create conditions that find people based on their activity in the time frame you need. Set that rule to find People matching NONE of these conditions to remove people who have never been a part of your church.

  2. Add conditions for named attendees, registration contacts, or based on attendance and assignments for the signups you want to include. You can do this for all signups or specific ones. Set this rule to find People matching ANY or AT LEAST 1 of these conditions.

Tip

If you track individual people's activity in a different way, add that condition to the Rule 1.

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.

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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.

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Tip

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.

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Tip

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

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