This webinar focuses on strategies for managing duplicate participant records across an ETO (Efforts to Outcomes) enterprise. Annie, a senior training specialist at Bonterra, demonstrates the key settings and features that enable administrators to prevent, detect, and merge duplicate participant data.

The presentation first covers the necessary configuration to prevent duplicates, including enabling the "listen for enterprise duplicates" and "advertise enterprise duplicates" settings. Administrators learn how to set up match criteria to identify potential duplicates, emphasizing that all criteria must be met for a match to be recognized. The webinar then guides participants through the process of reviewing the identified duplicates and merging the records, cautioning users to only merge exact matches. Throughout the session, Annie provides step-by-step demonstrations within the ETO system, equipping administrators with the knowledge to maintain data integrity by effectively managing duplicate participants across the enterprise. The webinar concludes by highlighting additional resources, such as the knowledge base, training videos, and customer support options, to assist users in their ongoing efforts to prevent and resolve duplicate participant issues.

Duplicated Participants Across the Enterprise Presentation Slides