Adding to the Guest List
Your guest list is the foundation of every successful event. Gatsby gives you several ways to build it. Import from CSV, add from other Lists, or select individual VIPs for AGMs and executive dinners.
Upload a CSV File
Section titled “Upload a CSV File”Use this method when you have a guest list in a spreadsheet or when importing contacts from another system.
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Access Upload Option
Click the dropdown arrow next to “Add Guests” and select “Upload CSV.”
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Choose Your File
Upload your CSV file. You need at minimum a name and email address for each contact. A sample file is available for download if you need formatting guidance.
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Map Your Fields
Match your CSV columns to Gatsby fields or create new custom fields for information specific to your event.
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Resolve Duplicates
Review any duplicate contacts and choose how to handle them.
Add Individual Guests
Section titled “Add Individual Guests”Perfect for handpicking specific contacts or adding last-minute attendees.
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Start Adding
Click the “Add Guest” button in your event.
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Search and Select
Type to search for contacts and select the ones you want to invite.
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Add in Bulk
Use the sub-headers (Events, Lists, Tags) to select multiple contacts at once from organized lists.
Copy from Previous Events or Lists
Section titled “Copy from Previous Events or Lists”Save time by pulling guest lists from similar past events or your organized contact lists.
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Select Contacts
Check the boxes next to the contacts you want to add. Click the top checkbox to select all contacts at once.
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Add to Event
Once you’ve selected your contacts, choose “Add to Event” from the green menu at the top.
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Choose Destination
Select which event should receive these contacts, and they’ll appear on that guest list.
Common Questions
Section titled “Common Questions”How do I add plus ones? Enable plus ones using the RSVP tool in your event.
How do I remove a guest? Select the checkbox next to their name and choose “Remove Guest” from the green menu at the top of the page.
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