Transfer a Sign Up

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Posted by Todd Bruss


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Posted by Betsy Lytle on Thu Apr 6, 2017 7:55 AM EST
Hi Amy,
You can duplicate the sign up, edit it, and then transfer it to someone else. To do this, log in to your account. Click the *Created* tab and click the "gear" icon in the upper right corner. Here you will check the option to *Show Sign Ups in the Past* and click *Save*. This will display all the sign ups that have past dates.

If you would like to duplicate the sign up, select the last option where you will see the options to Archive, Delete, Duplicate and Transfer.

Click the *Duplicate* option which will take you to the next step where you can complete the steps to duplicate the sign up. The duplicate sign up will NOT include any names in the sign up slots. When you return to your account page, you will see the unpublished duplicate under *Sign Ups I've Created.* You can select the *pencil* icon to the right of the sign up and edit as needed before publishing the duplicate version of your sign up.

You can then transfer that sign up to someone else. From the *Created* tab, you will see the (...) button to the far right of the sign up and from that option, you can choose to *Transfer* the sign up. If you transfer the sign up, the recipient will become the *Sign Up Creator* (or Admin). All email notifications will go to the Sign Up Creator (Admin).


Posted by Amy Marriott on Thu Apr 6, 2017 6:25 AM EST
I'm trying to find the best way to "hand off" a volunteer sign up to another person in our organization. I would like to edit our sign up from last year, and then transfer it to them to manage. How is the best way to do this?


Posted by Betsy Lytle on Sun Mar 19, 2017 3:49 PM EST
Ken,
As a participant, you can use the same login credentials for any organizations you are involved with. You do not need to create separate accounts. All of the invites you have received from our site at that email address will be listed on your account page under the 'Invited To' tab.


Posted by ken rodell on Thu Mar 16, 2017 9:42 AM EST
I have a sign up with one organization and want to know how i can use that information for a second organization or do I need to create a new login for the 2nd organization?


Posted by Betsy Lytle on Wed Jan 18, 2017 9:08 PM EST
Hi Rachel,
A sign up can be transferred to and from any level of account. If your recipient cannot find the transferred sign up, it is likely that they need to change their setting to "Show Sign Ups in the Past."

To do this, go to the 'Created' tab and go to the far right of the sign ups, where you will notice a *Gear* icon. Select that icon, and a list of drop-down options will be available.

Select to display past date and/or unpublished sign ups and sort the sign ups so that you can view sign ups in the way that works best for your needs.

We also offer the options to sort by *Title*, *Group Name*, *Event Start Date*, or *End Date*. You can also enter the number of items you want to see on your page. Click the green button to *Save* your selections.


Posted by Rachel Murdock on Tue Jan 17, 2017 7:34 AM EST
Do you need a Pro Account in order to transfer?


Posted by Betsy Lytle on Tue Nov 22, 2016 12:03 PM EST
Hi K,
We offer the ability for multiple administrators to share responsibilities for sign ups as part our "Pro" options. You can learn more about these options by going to the link below:

http://www.signupgenius.com/index.cfm?go=o.ProGenius


Posted by K Paterno on Tue Nov 22, 2016 10:23 AM EST
I created a sign up but want to list someone else as "creator" so they get any emails for the event. Is this possible without transferring? Thanks.


Posted by Betsy Lytle on Mon Sep 26, 2016 9:03 PM EST
Hi Claire,
If you are copying and pasting the sign up URL from your web browser address bar and it is not working, there is likely an issue with the way it is being linked in your website. If you need further assistance, please contact us via the "Help" link at the top of the page.


Posted by Claire Clyburn on Sat Sep 24, 2016 8:46 AM EST
i'm trying to link the sign up to our church website and having trouble - keeps saying url not found even though i'm using the one from the address bar.


Posted by Betsy Lytle on Thu Aug 11, 2016 9:16 AM EST
Lynne,
If you would like to share your sign up on Facebook, you will just enter in the unique URL as your Facebook status. This will create an icon that others will be able to view and click on.

If you need to locate the link, just log into your account and click on the live sign up. The URL in your web address bar is the unique link to the sign up.


Posted by Lynne Mason on Wed Aug 10, 2016 7:51 PM EST
I created a sign up and need to post it on my groups' private Facebook page, help!?


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