The Relationships feature allows you to define the relationship between your guests in zkipster. This article will show you how you can relate your guests in bulk via your guest list spreadsheet. If you want to relate your guests individually via their Guest Profile, please click here.
Relating Guests via your Guest List Spreadsheet
Two fields are required in order to automatically relate your guests when you upload your spreadsheet: the 'External ID' field and the 'Relationships' field.
It is important to correctly format these fields in your spreadsheet before uploading the file into zkipster to guarantee the data is correctly imported.
Please follow the steps below to define your guests' relationships in your spreadsheet:
1 - Just like with the other fields in zkipster, you will need to create two columns in your spreadsheet and use the first row for the headers 'External ID' and 'Relationships':
2 - Use the 'External ID' column to give your guests unique IDs. These IDs will be used to define the guest's relationship with other guests, so it is crucial that they are unique to each guest. You can use numbers, letters and special characters - you can even use your guest's email address as their ID if you prefer.
3 - On the 'Relationships' column, define your guests relationships by inserting the unique external ID of the person your main guest is related to and, inside square brackets, the relationship status, i.e [Coworker]:
On the example above, Albert (External ID "1") and Iain (External ID "2") are coworkers. To define that on the spreadsheet, we inserted "2[Coworker]" under the Relationships column for Albert.
Please Note: Spaces outside of the square brackets are not recognized by the system on the Relationships field, so make sure you are not separating the External ID from the relationship status using spaces. If your guest is related to more than one other guest, separate the relationships with a comma.
Once your spreadsheet is correctly formatted and the relationships have been defined, you are ready to upload your file into zkipster. Please check this article to learn how to upload your Excel spreadsheet into zkipster.
Once you upload your guest list and match the spreadsheet fields with the zkipster fields, you will be able to view the guests' relationships under the 'Relationship' tab of their Guest Profile, or by enabling the 'Relationships' field on the Guest List view:
Important things to note:
Only one relationship status can be defined in between two guests. For example, the relationship between Albert and Iain cannot be "Coworker" and also "Personal Assistant" - only one relationship status will be accepted by the platform.
One guest can be related to unlimited other guests in your event. For example, Albert can be "Coworker" of Iain and also "Friend" of Sarah.
You can define relationships between guests that are on different guest lists.
You can only define relationships between guests that are part of the same event.
If a guest is not related to any other guest, you can leave the 'Relationships' field empty.
The 'Relationship' field is not related to the 'Total Guests' field. This means that if you define a relationship between two main guests in your event, they will not be counted as being part of each other's Party Size.
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