Over time, your member and non-member database can become cluttered with duplicates, non-member contacts without complete contact information, and non-member records created when members sign up for something on your website without logging in first. You also may want to clean up your non-member database periodically. ClubExpress does not charge clubs to maintain a list of non-member contacts, as long as it’s in proportion to your member database. Check the pricing page at clubexpress.com for details and up-to-date pricing information. The People Manager includes database cleanup tools for both members and non-member contacts.
Navigate to the Control Panel > People Tab > Admin Functions > People Manager.
Click Non-Member Options > Cleanup Tools.
Several cleanup tasks are available. Select a task to view a description of how the tool finds duplicates or matches entries. You'll also find helpful notes about the tool.
Show non-member statistics, which shows a count of members and non-members and the threshold to maintain a free non-member database. If you're charged any overages, you'll see them here.
Each "Find Duplicates" option searches your non-member database for duplicate non-member entries based on your search criteria. Click the View icon to view and manage the records for that result individually. The options here allow you to select individual records to delete, merge into the most recent non-member entry, or merge into a member record. If you merge records with a member record, you'll be prompted to search for the member using the Member Selector.
Back on the search results screen, you can manage all the records for the result without drilling down into individual results. Choose Merge All to merge all records into the most recent non-member record. Choose Merge All to Member to merge the records with an existing member record.
You can also merge all results to all their recent non-member records at once by clicking Automatic Merge.
Automatic merges can't be undone, so be sure of the records you're merging before you complete the action.
Each "Match a Non-Member" to a Member" option shows a list of non-member entries matching members in your database. This usually happens when members take an action on your site, like registering for an event or donating, without signing in first. Click the View icon to view and manage the non-member records for the result individually. You'll see the same options as before.
Back on the search results screen, click the Member Profile icon to view the profile for the matching member. Click the Star icon to merge the non-member records into the matching member record automatically.
The remaining options help you clean up your non-member database based on missing information. You can edit or delete records individually or delete all results missing information.
Last, you can delete all non-members in a mailing list category.