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Retaining registration information across meetings

MaryOS
Newcomer
Newcomer

We have a large body of participants who register for one or more unrelated meetings over the course of many months. We want to collect demographic information such as gender, age, and county, for grant reporting (we are a nonprofit.) However, we don't want participants to have to fill in this information every time they register for a meeting, because many people register for multiple meetings in a week or month. 

Is there a way to create a master list of participants and have a registration workflow retrieve those demographic files on matching registrant by phone number or email address?

We have an enterprise license for Jotform, if anyone has built an integration solution that way. Thanks, all.

2 REPLIES 2

meriment
Contributor I
Contributor I

You can download each individual report and run a series of functions (e.g. VLOOKUP) in excel to merge them and generate aggregate insights across multiple meetings grouping by participant id. If you want to automate this there is a Zoom app, Salepager, that lets you generate combined participant reports across meetings so that you don't have to ask participants to fill this in every time. Salepager can also create a custom registration page that retrieves participant information by matching on email and does not require them to fill it in again.

where is the list found?