Managing Ticket Orders and Guest Lists in the Guests Tab Follow
In this article, learn how to easily organize your ticketed event guest list, add and import guests, manage ticket orders details, and issue refunds and revoke tickets.
This feature is available to Free, Basic, Pro, and Enterprise plans | |
Roles available: Admin, Admin (Basic), Group Manager, Creative Specialist, Event Organizer, Integration Specialist, Viewer, and On-Site Specialist | |
This feature is in Limited Availability |
On this page:
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Note: The Guests tab for ticketed events is currently in Limited Availability. If you have the RSVPs tab, follow the instructions in the article Managing Ticket Orders and Guest Lists in the RSVPs Tab. In the future, all events will have the Guests tab only. |
Organize your guest list
The guest list gives you an easy and customizable way to view details about your guests and understand their engagement with your event.
To view the complete guest list, open the Guests tab and select Guests from the top left.
The guest list contains details about guests, including name, email, ticket type, time of RSVP, ticket status, and more. This list can contain a lot of rows and information. Filters and columns allow you to organize the guest list so that you can quickly sort through the data to gain insight.
Using filters to segment your guest list
Filters allow you to create segments based on specific criteria and quickly create lists for tasks such as targeted email communications and organized on-site check-ins.
To apply filters to your guest list:
- Click the Guests tab.
- Click the Filters button.
- Choose from the available filters options.
- By Event Status: Filter by how guests engaged with your other events. Select an event to see the available event statuses to filter on.
- By Email Campaign: Filter by how guests engaged with emails associated with your event.
- By Guest Info: Filter by information about your guests.
- Select the filter and click Save.
- Click Apply Filters to generate your filtered guest list.
Using Columns to refine your guest list view
Columns allow you to customize the information in the guest list table and how it’s displayed. Drag and drop columns to easily change the order you want to view them. You can also sort the list in ascending or descending order by clicking on a column heading.
To further customize the list, click the Columns button to select the columns you'd like to show and hide.
The checkboxes are organized into three tabs:
- Event columns
- Status from other events
- Custom questions from other events
After you’ve selected the columns you want to show and hide, click Save.
Editing guest details and event status
You can make changes to a guest, such as editing their contact information or changing their event status at any time.
To edit contact information:
- Open the Guests tab.
- Select a guest from the list.
- Select Edit and update the contact fields.
- Click Save.
To change event status or to edit lists, tags, or notes:
- Open the Guests tab.
- Select a guest from the list.
- Update the information and confirm changes.
- Click Save.
Emailing guests
You can email individual guests, the entire guest list, or a segment of the list to communicate important information about the event or to follow up with guests who haven't responded.
To email guests:
- Open the Guests tab.
- Using the checkboxes to the left of the guests, select individual guests from the list. Select the checkbox at the top of the list on the left of the heading row to choose all guests.
- Click the Email button.
- In the Email sender, select an email or create a new one.
- Customize the email as needed, and click Save.
- Review the email and click Send.
Pro Tip: Use filters to create a segmented guest list. For example, you may want to send a follow-up email to all guests from the media to provide them with industry information before your conference. By filtering By Guest Info > Tags > Media, you can quickly find and email this segment of your guest list. |
Exporting the guest list
You can export guest list data at any point of the event lifecycle. Export your guest list as a one-off send or use the scheduled guest list export to send recurring guest list updates to your team and stakeholders.
Standard Export
The standard export option allows you to receive an immediate .CSV export of your current guest list. This can be done on an event by event basis, but not in bulk.
- Open the Guests tab.
- Click the Export button and select Standard Export.
- Select the option to export only visible columns or all of the columns from your event.
- Add any email addresses to receive the guest list export, separated by commas.
- Click Export.
Scheduled Export
The scheduled export option allows you to consistently send updated exports of your event guest list to your selected recipients. You can send these emails to anyone, regardless of whether they have a Splash account.
- Open the Guests tab.
- Click the Export button and select Scheduled Export.
- Turn the toggle on to activate export scheduling.
- In the Repeat dropdown, schedule the frequency of the export. You can send these reports weekly or daily to your recipient list. Currently, the time for the daily export isn't adjustable and will always happen at 9am.
- In the Manage Columns section, select the guest list columns to include in the scheduled export.
- In the Manage Filters section, select any guest statuses to include in the export.
- Add email addresses to receive the guest list export, separated by commas.
- Click Save.
- If scheduled exports are enabled for an event with a start date set in the future, the scheduled exports will be sent up until the event starts.
- If scheduled exports are enabled for an event with a start date set in the past, one scheduled export will be sent and stopped.
- If scheduled exports are enabled on an event that does not have an event date set, they will be sent for two weeks from the date they were enabled.
Add guests
You can manually add guests to provide them with tickets. You can give tickets to individual guests and larger guest lists.
Before getting started, note that:
- Credit card information isn’t collected when guests are manually added.
- You can't add guests to deleted or sold-out ticket types. Ensure the ticket is available and increase the quantity before adding or importing.
- If the Limit One Order per Email setting is enabled, new tickets cannot be added to guests with an existing email.
Note: Viewer roles cannot add guests. |
Adding guests one by one
- Open the Guests tab.
- Click the Add Guest button in the top right.
- Enter the guest’s details and choose whether you want to send a confirmation email.
- Click Save and Exit when you’ve finished adding guests.
Adding bulk guests by pasting information
- Open the Guests tab.
- Click the Add Guest dropdown, and select Paste Contacts.
- Paste the email addresses you'd like to add with a comma between each address, and click Continue.
- Select a status, ticket type, ticket quantity, and whether you want to send a confirmation email. This is optional and can be updated at a later time.
- Select Confirm & Save.
Importing a guest list from a CSV file
Spreadsheets make it easy to import large, organized guest lists. When importing your CSV file, Splash recognizes the number of rows and columns and attempts to map your columns to Splash fields. You can use the drop-downs to apply custom mapping. As a best practice, ensure first name, last name, and email address are listed as headers for separate columns before importing.
- Open the Guests tab.
- Click the Add Guest dropdown, and select Import CSV.
- Click Choose .CSV and navigate to your file.
Note: File limits may apply. Statuses with Attending, Checked In, or Checked Out are limited to 1000 rows.
- Verify that your columns are mapped with the appropriate Splash fields and click Continue.
- Update the guests’ status and choose how to manage duplicates.
- Click Finish & Add Guests.
- Refresh your guest list to see your imported guests.
Adding guest from other events
You can add groups of guests from previous events by status (i.e. attending, checked in) or by custom lists that you created for that event.
- Open the Guests tab.
- Click the Add Guest dropdown, and select From my Events.
- Select a guest status to filter by and click Continue.
- Select a status, ticket type, ticket quantity, and whether you want to send a confirmation email. This is optional and can be updated at a later time.
- Select Confirm & Save.
Adding guests by tags
Tags are contact-level lists. If you tagged guests for previous events, you can quickly add them using this option.
- Open the Guests tab.
- Click the Add Guest dropdown, and select With Tags.
- Select a tag to filter by and click Continue.
- Select a status, ticket type, ticket quantity, and whether you want to send a confirmation email. This is optional and can be updated at a later time.
- Select Confirm & Save.
View ticket orders
You can view and manage ticket orders, as well as track your event’s total revenue, within your Splash event.
To get started, open the Guests tab. On the top left, select Orders to view:
- Tickets Sold: The total number of tickets sold, broken down by:
- Full Price: The number of tickets sold at full price
- Discounted: The number of tickets sold using a discount code
- Free: The number of free tickets sold
- Total Sales: The total sales in your event currency
- Refunded: The total refunded in your event currency
Note: The number of tickets sold doesn’t include refunded tickets. |
Issue refunds and revoke tickets
Tickets can be refunded and revoked in the Guests tab.
When a ticket is revoked, the ticket is invalidated and can no longer be used by the guest. When a ticket is refunded, the guest who purchased the ticket will receive a reimbursement for their payment along with an email notification. Full or partial refunds can be issued for individual tickets and can’t be issued in bulk.
Once a ticket is refunded or revoked it can't be reversed.
To revoke a ticket or issue a refund:
- Open the Guests tab.
- On the top left, select Orders.
- Select an order and click Refund/Revoke Order.
- Select the refund type (full, partial, or no refund) and which tickets, if any, to revoke.
- Click Process.
Note: Splash cannot issue refunds or revoke tickets on an event organizer’s behalf. |
Splash will send an automated email to the guest letting them know their ticket has been refunded. The refund email template isn't customizable.
Once the refund is processed, the Orders page in the Guests tab will update with the refunded amount under Refunded in the event currency.
Associated Splash fees are included in partial and full refunds. Stripe's processing fee will not be refunded. If a refund is issued to an attendee's card that is no longer active, the purchaser must communicate with their bank to receive the funds.
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