7/31/17 - Event Level Guest List Organization Made Easier
Our Guest List sorting functions have undergone some big changes, boosting your organizational capabilities in Splash with new ways to filter and target guests. These updates will be especially useful when you’re busy hosting lots of events and often inviting many of the same people back.
Starting with Lists and Tags!
The Splash Guest List has two distinct sorting methods for you to utilize:
1) Lists for temporary categories
2) Tags for more permanent designations.
Lists are a method of sorting guests on the event level. Possible lists include:
- Seating arrangement
- Menu choice
- VIP status
- Any other event-specific identifiers that may not necessarily remain the same for future events
Tags are a more permanent way of categorizing across events, such as:
- Career level
- Any other type of designation that is likely to stay the same from one event to the next
Note: none of these designations are written in stone! You can create and change lists or tags at any time, adding and removing guests as needed.
One more important designation that comes into play: Status.
Status functions like a list, as it changes on the event level. A guest’s status tells you whether or not they are planning to come to your event and then changing based on whether or not they attend.
Status options are:
- Added - You have added the guest to your list but they have not been invited or responded yet
- Attending - The guest intends to come
- Not Attending - The guest can't make it
- Waitlist - The guest has RSVP'd when your waitlist was activated
- Awaiting Reply - The guest has been invited but has not responded yet
- Checked In - The guest was at your event
- Checked Out - The guest was at your event and you indicated they left
How These Designations Will Help You
After sorting your guests with lists and tags and keeping track of their status, you can put these designations to use. Some scenarios when they might be particularly helpful:
- During the event: you can easily visit your Guest List and filter by any designation to keep tabs on who’s there, where they're sitting, and what they’ll be eating.
- Future events: maybe you only want to invite back the guests who actually attended your last event, as opposed to all who were invited. You can now easily invite guests to events based on their status from previous ones.
- Post-event contact: you may want to thank VIP guests with an extra special message.
Add Guests Button
Another change under the Guest List tab -- the Add Guest button has a few related changes.
Clicking this button opens a dropdown menu with the following options:
- Paste Contacts: paste in guest’s email addresses with commas separating them
- Import .CSV file: add a list of contacts on a comma-separated spreadsheet (.CSV)
- From My Events: this is where you can access guests from previous events
- From Contacts: add guests from contacts in your account
- With Tags: add guests from previous events using this contact-level designation
Using Lists and Tags in Email Sender
You’ll see a few corresponding changes in the Email Sender. Here, you have expanded filtering options so you can send specially tailored messages to specific guests based on what their status was at a previous event, what list they fall under, or what they are tagged by.
Clicking Add Email Recipients gives you the same options available under the Guest List tab, plus these:
- One by One: fill in the guest’s information on your own
- My Lists: includes guest Status and any other lists you have created
Managing Your Contacts
In your Contacts Manager, located on your Splash dashboard (Splashboard), you’ll see we’ve replaced the List Manager with a Tag Manager. This way, you can manage all your tags on a global level or an account level directly from this location.
Time for a recap! Here’s what’s new:
- We simplified the difference between lists and tags
- We’ve made it easy to access lists and tags from previous events
- We’ve made guest filtering, adding, and removing functionalities quicker and more intuitive