Guest list doesn't export yes RSVP's if they didn't enter in guests or meal preference
We held an event in November and appreciate all of the functions in campaigns. However, in the specific campaign we created, we would go to "Profiles" then "guest list" and there was guests who bought tickets online, but did not finish putting their guest names and meals because they didn't realize they needed to do that.
We have two suggestions. It would be nice if there is something before check-out to purchase tickets that says guests will need to enter their guest names and meal preferences after check out.
The other suggestion is that anyone who purchased tickets shows up on the guest list (and guest list export). We had four people who did not realize they needed to do add their guest names and meal preferences. If they showed up on the list this, we would see the empty fields and call them for details.
Your consideration of these suggestions would be greatly appreciated.
Tammy Morris
shared this idea
- 3/5/2025:(03/05/2025) Campaigns: In a campaign the Ticket Report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket Report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left-side menu. This is a bulk action and will allow the ability to resend the Guest Link.
- Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-side menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the Profiles tab, the Guest List Report has been converted to a custom report. This change allows for the ability to bulk edit Attended, RSVP, Delete Guest, and Convert to Profile; and filtering and export is possible. Added Request column that displays the short name on the request with the selection and converted the ticket id to a hyperlink.
- -Added pledges to the Income Statement Report on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left-side menu will reflect total pledges for a campaign; date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.
- -Added the ability to import auction items. The new options is found under the Add Auction left-side menu in Campaigns; or if the event already has auction items, by selecting the auction id on the Details tab. The .csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.
- Custom Reports - Campaign Profile Ticket: Added columns available to this report to include the following: payment method, payment id, and converted dedt id (ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest Requests, Campaign Request, and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.
- Portal Options - Giving Hub Content - Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
- -Things to note: Users will need to link pledges to the campaign. Just linking a campaign to donations that are paying to a pledge will not apply to the campaign Income Statement. This is because the revenue is tied to the pledge.
- Resources:
- Campaign Auctions
- Campaign Groups and Requests
- Campaign Transactions and Reports
- Custom Report Types
- Portal Options Content
