Optional event setting: Tracking additional guests
For more on this upgrade, see Events upgrade Fall 2016.
What are the benefits of tracking additional guests?
Selecting the option to track additional guests in an event lets you keep tabs on the people who are attending your event but who are not necessarily constituents. The key benefits of doing this are:
- You don't need to create a full constituent record for spouses or other guests who are attending
- You can track custom fields for all attendees (such as meal preferences)
- You can print name tag labels for all attendees (not just the primary constituent)
- You can print a registration sheet that includes all attendees (not just the primary constituent)
In this article:
- Turn on additional guest tracking
- Add and edit additional guests
- Create a constituent from an additional guest
- Print name tags
- Print a registration sheet
- Make bulk changes to selected constituents (but not to non-constituent guests)
Turn on additional guest tracking
Accounts with the additional guest tracking feature will see a light blue box on existing events that says whether or not additional guest tracking is turned on for the event.
To set an existing event so it has additional guest tracking, click to Edit the event, and then select the box to enable tracking additional guests for the event. If you're creating a brand new event, you will similarly see the check box to enable additional guest tracking on the New event form.
Add and edit additional guests
When viewing your event, click the Actions button next to a constituent's name and then choose Add/edit guests.
Or you can click the Edit invitation option to add guests within the constituent's invitation.
In the Add/edit guests popup, click the Add another guest button:
Then enter the guest's name information if you want; you can also leave the guest unnamed. Clicking the Show/hide details button lets you populate values for this guest for any custom fields in the event. This is extremely helpful, for example, if you want to track meal preferences for everyone coming to the event.
Create a constituent from an additional guest
If you click the Set constituent button (see the screenshot above), you can set your additional guest as an existing constituent, or create a new constituent record for them if they are not yet in your database. Setting the guest as a constituent is an optional step. Quite often the reason you're using guest tracking is to avoid needing to create a constituent record for the guest, but the option is there in case you do.
In the example below, Ryan Baxter is the main invitee and he is associated with two additional guests. Hank Ryan is not a constituent in this LGL account, but Sarah Ryan is. If the invitee's name is blue (which means it is linked) that means they are a constituent in your LGL account, and clicking their name will take you to their constituent record. If the name is gray (not linked), they are not a constituent in your LGL account.
What's the difference between an additional guest who is a constituent and one who is not?
Whether an additional guest is a constituent or not, you can still track their RSVP status and custom fields (such as meal preference). However, only constituents can have gifts associated with them. If an additional guest makes a gift at your event, you will need to set them as a constituent before you can record their gift in LGL.
Print name tags
Events with additional guest tracking will show a new tab within the event, Name Tags.
In the Name Tags area, you can select which type of labels you want to print. The default options are Avery 5383 (8 labels per page) and Avery 5392 (6 labels per page).
You can choose to use the first name, last name, or organization name in your template. Those are the only available merge field options.
If you need a different label template (not 8 or 6 per page), you can add a custom name tag template in the self-titled tab at the top of Fundraising > Events.
Update invitee names in order to print correct event name tags
In cases where an event guest is the spouse or domestic partner of the primary constituent and the name in the constituent record includes both names, you can update the invitee name just for your event. This makes it possible to print name tags for your event that are accurate.
To edit the invitee's name for the purposes of printing their name tags for your event, edit their invitation and hover your cursor over the name until you see the Edit button appears:
Print a registration sheet
You can generate a registration sheet as either a .csv (comma separated value) spreadsheet, which opens in Excel, or as a PDF file. On the left side of the light blue bar (as shown in the screenshot below), you'll see an option to restrict who shows in your results to just those who have an RSVP status of yes or maybe. This is likely the list you'll want to print for a registration sheet.
On the right side of the light blue bar (in the screenshot above), notice the Customize columns button. Customizing columns is useful if you want to include custom fields in your export, such as meal preferences.
In the spreadsheet export of this set of invitations, notice that the LGL Constituent ID is included whenever the invitee is a constituent.
Make bulk changes to selected constituents (but not to non-constituent guests)
It's always been possible to perform bulk actions on a selected set of constituents (such as editing categories or updating invitations) within an event. However, it is not possible to select "additional guests" who are not constituents in this scenario. The reason is that those additional guests don't have actual constituent records, so editing an event invitation or constituent categories assigned to them isn't possible.
This is also why you will see a different count for your overall search results (251 in the example below) versus the number you can select (246 in the example below). The difference between these two numbers is the exact number of additional guests you have in your event who are not themselves constituents.