Create a Guest List for Your Event

First, you will need to filter your report to get the information you want:

  1. Go to Campaigns > Edit This Campaign (choose a campaign) > Campaign Reporting > Transaction & Activity Reporting.
  2. Choose Report Type = Registrations. 
  3. Set the Transaction Date filter (we suggest this setting: Parameter = Is before, Value = Today)
  4. Optional: to refine by Registration Group, add the following filter:
    • Filter = Registration Group Name
    • Parameter = Is
    • Value = [Name of the Registration Group] 
  5. Optional: to filter out any canceled registration by adding the following filter:
    • Filter = Registration Status 
    • Parameter = Is 
    • Value = Completed 
  6. Hit Generate Report.

Now you will want to drill down the data and get the data points you need for your event:

  1. Click Custom Report (A popup overlay will appear to allow you to pick the fields you want in your report.)
  2. At a minimum, your list needs to contain the full name of each person and either their email or phone number. To get this information, go to Participant Details: select "Participant First Name", "Participant Last Name", and "Participant Email".
  3. Select any other data points you would like to gather. (See this article for information about Custom Field reporting)
  4. Select "Send me the report via email (CSV format)", enter your email, and click Get Report.
  5. You will be emailed a link to download your generated CSV file with the guest list.
  6. You can save and print this file or bring it with you on your computer or tablet you'll be using at the event.

*Also check out our Mobile App for mobile registration check-ins