Organizing Contacts

Gatsby gives you two ways to organize contacts for targeted invitations. Lists organize contacts for ongoing communications like newsletters, while tags help you segment and filter contacts within events. Both methods let you quickly pull specific lists into your events without manually selecting individual contacts.

Lists

Lists work like ongoing groups you can reuse across events and campaigns. Create a “Board Members” list once, then easily invite that same list to quarterly meetings or send them targeted newsletters.

Creating a List

1. Navigate to Lists

   Go to the Lists tab from Events & Lists.

2. Create Your List

   Select “Create List,” name it something descriptive, and press “Add.”

3. Add Contacts

   Use the “Add Contacts” button within the list, or go to your contacts page, filter for the people you want, select them, and choose “Add to List” from the top menu.

4. Send Communications

   Use the campaigns tab within the list to send newsletters or other communications to your list.

Adding List Contacts to an Event

You can add contacts from a list in two ways:

1. From the List

   Go to your list, select the contacts you want (or check the top checkbox to select all), then choose “Add to Event” from the green menu.

2. From the Event

   In your event, press “Add Contacts,” navigate to the lists option, select your list, choose specific contacts or select all, then press “Add.”

Tags

Tags work like labels you can apply to individual contacts. Use them to mark VIPs, track dietary restrictions, or note any other attributes that help you manage your events.

Creating and Adding Tags

1. Open a Contact Profile

   Click on any contact name from your event table, list table, or contact book.

2. Add Your Tag

   In the tags section, type your desired tag. If it already exists, select it from the dropdown. If it’s new, finish typing and press enter or “Create Tag.”

Adding Tagged Contacts to an Event

1. Start from Your Event

   Press “Add Contacts” in your event.

2. Choose Tags Option

   Navigate to the tags option in the add contacts menu.

3. Select and Add

   Choose your tag, select specific contacts or check “select all” to add everyone with that tag, then press “Add.”

Using tags to organize and add contacts to events

FAQ

Can I bulk add tags?

Yes. Select the contacts you want to tag, choose “Adjust Tags” from the green top menu, press “Bulk Add Tags,” then select an existing tag or create a new one.

Can I see tags in the guest list?

Yes. Add the tags column to view each contact’s associated tags. See Guest List Views for how to add columns.

Can I see lists in the guest list?

Yes. Add the lists column to view each contact’s associated lists. See Guest List Views for how to add columns.

How do I add contacts to lists?

Adding contacts to lists works the same as adding contacts to an event. You can upload via CSV, add based on a tag, or add from an existing event.

How do I send newsletters to a list?

Set up your list, then send newsletters through the campaigns tab within that list.