The Manage Contact Lists functionality can be used for a variety of means. One of the most commonly-used reasons is to manage different lists to then generate invitations to Ticketed events. By managing multiple lists, your invitation can be designed differently, special access codes or promo codes can be shared and the combination there of.
Once you've determined how you would like to manage your lists, the next step is creating the lists themselves.
Creating Lists
1. Log into the CellarPass backoffice by going to www.cellarpass.com/manage
2. Click the Guests menu item.
3. Select the List Management link.
4. If you have existing lists, they will be displayed here.
5. To create a new list, click the New List button.
6. Enter the name of your new List.
7. Click the "Create List" button after entering a unique name.
Adding Customers to Lists
- Log into the CellarPass backoffice by going to www.cellarpass.com/manage
- Click the Guests menu item.
- Select the List Management submenu.
- If you have existing lists, they will be displayed here.
- To add additional members to a list, click the list name.
- A list of options will be presented to you once you select a list and click the Add Customers button.
There are 3 standard methods to adding customers to a list:
1. Manually Adding Guests is the simplest way of adding members. Click the Add Customers button and enter the data into the fields. Only the email address field is required.
a. Email Address
b. First Name (required)
c. Last Name (required)
d. Phone (enter phone number in this format 555-555-1212
e. Field 1 (this is ideal for printing badges)
f. Field 2 (this is ideal for printing badges)
2. Import From Spreadsheet is the fastest way to load in bulk data (max 10,000 records per import). We recommend downloading the example import sheet format which is available by clicking the "Sample .xls" button. This will download a sample version that you can copy your data into. It's important that the ORDER, or the NAMES of any of the columns are NOT removed or the import will be rejected.
3. Import from Past Events is a quick way to create a new List that is based on Ticket holders from past Events. Simply select all the Past Events by clicking the checkbox to the left, then click Save Guests.
4. Import Guests from Integrated Partner (optional integration required) allows you to pull in members based on your available Contact Lists within some of our integrated partners. Click the "Search" button, then click the checkbox to the left and then select the "Add" button to bring those members into your Lists. Integrated Partners that support this feature: Wine Direct, OrderPort and Commerce 7.
Special Note:
All data fields are limited to 50 characters max. Attempting to import more than 50 characters per field will result in possible import failures and additional failures when using an Invite List that includes fields with more than 50 characters in combination with a Exceptions conversion run.
Managing Existing Lists
1. Log into the CellarPass backoffice by going to www.cellarpass.com/manage
2. Click the Guests menu item.
3. Select the List Management.
4. If you have existing lists, they will be displayed here.
5. To edit or view the members of a list, click the name of the List.
6. You can edit existing members of a list by clicking the pencil icon to the left.
7. You can delete a member from the list by clicking the trash can icon on the far right.
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