Campaign Guests

1. Navigate to an event campaign.
2. Click the Profiles tab.
    
3. Click the name of the primary profile to which a guest will be added.
    
4. Click [Enter Guest Information]. 
   • Alternatively, click the TicketID, and then click Add Guest in the left-side menu.
     
      
5. Add a guest using one of the options below.
   • If the person purchasing the ticket is going to attend, click "name" is going to attend.
     
      
   • If the person attending is another profile in the system, enter their name in the Search Existing Individual Profiles field and select the name from the drop-down list. 
     
      
   • If adding a new guest to the system, complete the Add Guest Information fields.
     • First Name and Last Name are required.
       
        
     • If the individual being added shares the same first and last name with an existing profile, there will be an option to continue with manually adding the guest or using the existing profile instead.
       
        
6. Repeat steps 3 and 4 for additional guests.

The profile guests will be added to the Guest Profile column on the campaign's Profile tab. To bulk add all primary profiles in the campaign as guests, click Add Profiles as Guests in the left-side menu.

Additional Information

• To remove a guest from the ticket, click [remove] next to the profile name.
   
• To delete a profile guest, click [delete] next to the profile name in the Profile Guests section.
   
• Ticket purchases can be refunded.

1. Navigate to an event campaign.
2. Click the Profiles tab.
    
3. Click the Guest Profile name.
    
4. Click Change Guest Of in the left-side menu.
5. Enter the name of the profile to whom the guest will be associated in the New Guest of field and select the name from the drop-down list.
    

Scenario for When to Use the Resend Guest Link 

The Resend Guest Link feature is helpful for collecting guest information from profiles that have purchased tickets but have not completed guest information during the checkout process. The Resend Guest Link will generate an email that includes a link to their ticket information. The profile can then complete the guest information from the link and that will update their guests within the active event campaign. This workflow applies to campaigns that are event type campaigns and that have tickets created. 

Before sending out the Resend Guest Link, customizing the content for the Guest Resend Link email will need to happen first.

Customize the Resend Guest Link Email Body

The subject line of the email will read Event Ticket Portal Link and is not customizable. The body of the email is available with a rich text editor for customization. Only one merge field is available to include in the email.

1. Navigate to Portal Options page, and then click Giving Hub Content in the left-side menu.
2. Click the Campaign tab.
3. Click Edit in the Resend Guest Link content block.
4. Make all necessary updates to customize the email body, and then click Update.
   • Rich text editor is available for customizing font type, size, formatting as well as adding HTML coding if desired.
   • The {{add_guest_link}} merge field must be included in the body of the email. No other merge fields are available for this email.
     
      

Resend Guest Link Workflow

Event Campaign Ticket Report

The Ticket Report from within the event campaign will display profiles that have not completed all guest information. The report includes a To Assign column, any profiles with unfinished guest information will show a number value greater than zero in this column.

 

Send the Resend Guest Link from the Ticket Report

1. Navigate to the event campaign, and then click the Tickets tab.
2. Click Ticket Report in the left-side menu.
3. Click Filter.
    
4. Choose To Assign as the filter in the Filter By section.
   
    
5. Select IS for the Modifier radio button.
6. Enter the Minimum field value as 1.
7. Click Apply Report Filter.
   • The resulting report will include only those profiles that do not have guest information completed for all the tickets they have purchased.
   • The To Assign column should show a number value greater than zero.
      
8. Click the Resend Guest Link in the left-side menu.
   • The list of available profiles to include in the email will be filtered to just those profiles with unfinished guest information. 
9. Select All, or, check the boxes for certain profiles if only a select number should be sent the email.
10. Click Send Email.
    
    
     

A green message confirming the email was sent will display. A log showing the email was sent will also be included in the Email History on the profile record.