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:
- From your event dashboard select 'Guest Information.'
- Select 'Yes' to the question 'Would you like to collect information about your attendees?'.
- Select 'edit' next to the information.
- Select the ticket types for which you want to collect 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:
- Select 'Add.'
- In the 'Label' area, type the question that you want to ask.
- Select the type of answer: check box, select list, text field, or large text field.
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).
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.'
- Select the tickets to which you want this question to apply.
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.
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...
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
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.