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Guest Information

Overview

Many times there is specific information that you need to collect from your event attendees to ensure a smooth event.  By selecting 'Guest Information' from your event dashboard, you can collect Standard Personal Information and/or add custom questions, like 'What is your shirt size?' or 'Would you like chicken or fish for dinner?'. Different questions can be asked of ticket buyers of different types. Also, in the case where a ticket buyer is buying tickets for multiple people (for example, if someone buys a table for ten) you can choose to have the questions asked of the just ticket buyer and/or all attendees. Plus, you can add a question or field that is for administrative purposes; a question that the donor will not see, but show in your 'Attendees Report' so that you can add information about attendees, like special seating needs, or paddle numbers for an auction.

It is best to establish your ticket types prior to setting up guest information so that if needed, you can apply different guest information questions to different ticket types.


Standard Personal Information

To collect standard information for event attendees:

  1. From your event dashboard select 'Guest Information.'
  2. Select 'Yes' to the question 'Would you like to collect information about your attendees?'.
  3. Select 'edit' next to the information. 
  4. Select the ticket types for which you want to collect information.

Custom Information

You can also create custom questions for  your attendees; for example, if you're giving attendees shirts, you may want to ask them their shirt size, or if it's a golf tournament, you may want to ask about handicaps or who they want to include in their foursome.

To collect custom information from attendees:

  1. Select 'Add.'
  2. In the 'Label' area, type the question that you want to ask.
  3.  Select the type of answer: check box, select list, text field, or large text field.
  4. Select whether you want the question required; if you select this, the question will be labeled as required to encourage the attendee to answer, but the donor can continue in the registration process without answering it (completing the registration is the most important thing).
  5. If you want the question to be hidden from the online ticket buyer and answered behind the scenes (on your 'Attendee Report' by an administrator) select 'Admin Only.'
  6. Select the tickets to which you want this question to apply. 
  7. Select whether you want the question to apply to the ticket buyer, or the ticket buyer and guests; for example, if someone purchases a table for 10, they will be asked this information for all guests.

Best Practice

The fewer questions - the better!

Only ask attendees questions that are critical in order to run a smooth event - keep the ticket purchase as short and simple as possible.

Admin-only Information

If you check the 'Admin Only' checkbox when you create a question in Guest Information, only you (the administrator) will be able to see and edit the answer for this question. Use this to track things like Table #, Tee Time, etc...

Collecting Guest Information Online

Sometimes guests don't complete all of the guest questions that you ask as they are registering for your event. In addition to logging guest questions for them, you can also send them a reminder to fill in the information themselves.

  1. Go to the event dashboard.
  2. Select 'Reminders.'
  3. Select 'We need your help.'
  4. Edit this reminder as needed.
  5. Select "Add Recipients'; contacts with the smart tag 'incomplete_guest_info' will automatically be added as recipients.
  6. Schedule or send.

Logging Guest Information for Attendees

If attendees do not complete the guest information, their status will show a red ball on the Attendees report. Select the edit icon (pencil) and you can enter or edit information for them. If the status ball is green, the information is complete, though you can edit it.