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Guest List upload template

This template provides an easy way to upload contacts to a group in Address Book, add guests to a Check-In Only event, or invite guests to a Full Platform event.

Templates are available in CSV, XLS, XLSX formats, and contain the following fields:

  • Salutation
  • First Name
  • Last Name
  • Email
  • Company
  • Position
  • Ticket Type
  • Quantity
  • Status
  • Check-In Notes
  • Arrival Alert
  • Invitation Note
  • Address
  • Address 2
  • City
  • State
  • Zip
  • Country
  • Telephone
  • Other

First and last names, or email address, are required for each guest. If sending invitations, it is best for each guest to have a unique email address, instead of using the same email address for multiple invitations.

Custom fields are not supported by Event Farm, and will not be uploaded. If additional information needs to be viewable, we recommend using Check-In Notes.

Learn how to create Address Book groups, and invite guests to an event.

Quantity
The Quantity column is only used for Check-In Only events, when using Upload List. For all other list uploads, Quantity is set during the upload process, and the Quantity column will not be used.

For Event Farm to upload the Quantity column, the column must contain a number, and the Ticket Type column must have a ticket name.

Status
Our system recognizes the following Statuses, if you choose to utilize the Status column: Confirmed by RSVP, Unconfirmed, Declined by RSVP, Registered, Not Yet Registered, Purchased, Not Yet Purchased, and Assigned. For Check-In only events, adding a guest as confirmed requires “Confirmed by RSVP” to be in the Status Field.

Additional Notes
When the upload is complete, an email is sent to the event organizer, with information about the upload, as well as a link to download files showing Duplicates and Errors in the upload.

For information about which fields are viewable in the Check-In (iOS), Green Plum (Android), and Check-In (Android) apps, click here.

 

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