Whether you need to create a Guest Facesheet that shows you that John Doe and Jane Doe are a couple, or you want to allow an agent to RSVP on behalf of their talent, zkipster has got you covered!
In this article, you will learn how you can use the Guest Relationships feature in zkipster in order to improve your guest experience in different use cases - for example:
For all use cases, the first thing you will need to do is to create relationships on your guest list spreadsheet before uploading it into zkipster, or manually create the relationship via the Guest Profile or Guest List view.
Please refer to the articles below to learn more:
Including Relationships on your Guest Facesheet
One way to improve the effectiveness of your Facesheet is to include the information of which guests are related to other guests in your event.
For example, if John Doe and Jane Doe are a couple, having this information available on the Facesheet can really help your event host to proportionate a better guest experience for them.
1 - Include your guests in your Guest Facesheet by selecting them in your guest list and selecting 'Add to Facesheet' via the Action dropdown menu. Learn more details about this process by clicking here.
2 - Open the Guest Facesheet from the left hand side menu, choose the List View and click into the engine icon on top of the screen to configure the view settings:
3 - On the text box, you can choose to include the zkipster dynamic tag :guest_relationships to automatically pull all relationships linked to that guest:
On the example above, all guests related to John Doe on that event's guest lists are displayed on the Facesheet. If a guest has no related guest on the same event, the dynamic tag will not display any data.
Sending the Same Invitation to Related Guests
Another very common case where Guest Relationships come in handy is when you need to send the same invitation to related guests that are part of different guest lists in your event.
For example, if the CEO of an organization is part of your 'VIP' guest list and their personal assistant is included on your 'Collaborator' guest list, you can establish this relationship in your event and use the Invitations feature, available on the Professional and Enterprise plans, to send an invitation to your VIP guest list and to related guests that have a 'personal assistant' relationship status.
1 - Open the 'Settings' section of your invitation's main email to configure who should receive this invitation.
2 - On the 'Send To' section, select the Guest List, Individual Guests or Session's Guest List that you want to send the invitation to.
3 - Tick the checkbox for 'Also send to the following related guests, regardless of their guest list or status' and use the text field below it to insert the type of related guests that should also receive that invitation:
Once you send the invitation, your email will be send to the guests you have selected and to all of their related guests that have the relationship status you defined. On the example above, all 'Personal Assistant' related with guests from the VIP guest list will also receive the invitation.
Allowing guests to RSVP on behalf of other guest
If you are inviting a group of related guests to your event, you can use the Guest Relationships feature to allow them to RSVP on behalf of each other.
For example, if you are inviting actors and their agent to a film awards cocktail party, you can define that relationship between them in your guest list and configure the RSVP form in order to allow the agent to RSVP on behalf of the actors.
2 - On the 'Settings' tab of the Relationships section you can choose to include RSVP buttons for all related guests or only for specific relationships, such as related guests that have 'Agent' or 'Manager' as their relationship status, for example:
3 - Click into the 'Text' tab of the Relationships section to customize the text to be displayed to your guest.
4 - On the 'Related Link' tab of the Relationships section you can customize the RSVP button of the related guests.