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Match an Imported or New Record by Multiple Fields

Let’s say you want to import a bunch of records to Participants Database, but there are already records in the database, some of which may match records you’re importing, which you want to update. No problem, just match the ID of the incoming record with the record IDs in the database. But what if you… (read)

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Automatically Sending an Email using the WordPress Cron

I occasionally get requests for a way to have an email sent automatically when a certain condition is met. For example, when it’s someone’s birthday, an email would be sent to them with a birthday greeting. This kind of thing is possible using the WordPress cron, which can launch functions in the background. This is… (read)

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Adding Social Media Metadata to Single Record Displays

For some sites using Participants Database, it is desirable to provide a “share” link to a single record display. This is fairly easy, what you need to do is make sure the correct meta tags are present in the page. In this article, I’ll explain how to set this up. First, this only works for… (read)

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Recovering a Private Link Using Multiple Fields

Participants Database uses a “private link” to allow participants to access their record for editing. If that link is lost, it’s possible for them to recover it by using a private link recovery form where they enter their email (typically) and have the link sent to them in an email. In some setups, there isn’t… (read)

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Adding Fields to the Participants Database Contact Form

The recently-released Contact Button add-on for Participants Database adds a javascript-powered pop-up contact form to any list or single record display. The form is pre-set to include inputs for a name, email address and contact message, but it is possible to add additional fields if you need something more from people who are sending contact… (read)

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Copying a Participants Database Setup to Another Site

While Participants Database does not have a settings export feature, it is possible and not too hard to export the settings from an existing install and copy them to an install on another site. To do this, you’ll need to access a database management tool, such as phpMyAdmin, which is typically provided in your hosting… (read)