Using Contact Snapshot

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Rather than store your contacts in the account-wide Address Book, Contact Snapshot creates a separate list of contacts for each event. This way, your registrants won't unwittingly overwrite their professional contact information as soon as they sign up for your comic book convention. Since the Address Book becomes unreliable with this feature, you should use Contact Snapshot for every event, if you use it at all.
 
NOTE: When using this feature, contact reports within the Address Book are no longer an option. All activity should be tracked in reports specific to each event.
 
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Adding Invitees to Each Event

With Contact Snapshot, your Address Book will quickly become outdated and unreliable. That means you'll need to import contacts to an event every time, instead of
adding them from your Address Book
 

NOTE: Importing contacts this way still override Address Book records in your Classic events. Only changes made to contacts after this import are confined to the event.


1 Activate the feature. Begin by selecting your event. Hover over Event Details and, under General, click Event Configuration

Click Edit. Scroll down to the bottom and click the checkbox beside "Contact Snapshot." You won't be able to click the box if you've already launched your Flex or Classic event and have at least one invitee


Click Save


2 Access the event's invitee list. Hover over Promotion & Communication and, under Email, click Invitation Lists. If you have multiple invitation lists, select one.

3 Import invitees in bulk. Hover over List Members and click Import Contacts.

The Import Contacts wizard opens. Complete the wizard and click Finish to go back to where you left off in the invitation list. 

NOTE: Your invitees will take a few minutes to appear in the invitation list.

Or add invitees individually. Hover over List Members and click Quick Add. Enter a first name, last name, and email, then click Add.
 
NOTE: If a contact opts out from receiving emails within an event, their contact record in the Address Book will also be opted out, and vise versa. Add the unsubscribe option instead. If a contact opts back in within the event, their contact record will also be updated, and vice versa.

Updating Contacts in an Event

You can still modify an invitee's information with Contact Snapshot enabled, but your changes only appear in that event. Any updates won't be reflected in the Address Book or future events.

1 Access the Snapshot Contact record. Hover over Invitee Management and, under Manage, click Invitees & Registrants. Search for the registrant and click their name. Hover over Actions and click Edit Contact Information.

2 Update their information. Their record will open.
 
User-added image
 
Edit their information and click Save when you're done.
 
NOTE: If a contact already exists in the Address Book and is then added to a event, a new contact record will not be created.

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