Returning users can migrate potential guest/user records from a previous event site.
Migrating potential guests will also provide the user records needed to send Invitations to Buy Tickets or Place Online Bids.
If your team will be entering the majority of your tickets internally, then migrating the user records of potential guests will reduce data entry when issuing tickets because your team will be able to select matching records to populate the ticket forms.
Note! If you will be selling tickets online but do not intend to send invitations from the software (to buy tickets and/or place online bids), we recommend not migrating potential guest records - as having existing records may create confusion when your supporters attempt to buy tickets or signup to bid and encounter redirects to retrieve an email to continue because their email is recognized.
To Migrate (Copy) Potential Guest Records
You can view screenshots of all steps in the main migration help article.
From Event Site: Go to Dashboard > Your Account > Manage Events > Account Page > Events Info
- Click on the Migrate button of the event you want to migrate/copy info TO
- Select the event site you want to migrate/copy FROM and Confirm
- Select Potential Guests/Users > Migrate Data
If you migrated Custom Fields:
If you migrate custom (user defined) fields, such as Meal Choices, from one site to another, be aware that data collected in those fields will also be migrated. In order to collect accurate data for your new event, you need to CLEAR any unwanted migrated custom field data on your new site.
Immediately after migrating, and before collecting any new custom field data, log into your site and go to Site Settings > Customize Your Site > Look & Feel > Custom Fields. Click the Clear Migrated Data button next to any fields where you wish to collect new info for your new event.
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