Converting Temporary Contacts into Permanent Contacts

Save event-specific invitees into the permanent contacts database

Written by Jasmine Osman Caldeira

Last published at: October 18th, 2023

Converting Temporary Contacts into Permanent Contacts

 

To convert your Temporary Event contacts to Permanent contact (in your Contacts Database), follow the steps below:
 

  1. Queue up the Temporary Contact(s) you wish to save to your database.
     
  2. From the Queue Options drop-down menu select “Create as Contact.”
     
  3. Select the designated Department for your new Contact(s)

    Two things to note:

    If the contact(s) has any fields that do not currently exist on your site then the system will ask you to enter an existing field. Otherwise, you can create a new field that is missing in a separate tab (such as a new category). 
     

    If the contact(s) does not have mandatory fields filled in, that are required in your Contacts Database you will be prompted to fill these in before proceeding

     
  4. When you have updated this information click “Validate and Continue” until you have updated all errors.

    Your contact will now be added to your GPS Contacts database and flagged as a Permanent Database Contact.