Contact details

Details, events & agreements

Here you can find out how to view and edit the guest's details, events and agreements.

Du kannst für das guestoo Back-End zwischen zwei Darstellungsoptionen wählen. Die Screenshots in der Doku basieren auf dem "Klassischen Design".
Hier siehst Du die Unterschiede, damit Du dich auch im "Modernen Design" zurecht findest: » guestoo Back-End-Design

To view and edit the details of a contact, click on the desired contact in the "Address book" menu item.

The information that you can view and modify there is explained on this page.

Basic data (name, ID, etc.)

Basic data (name, ID, etc.) -

Here you can find the basic data of the contact you clicked on.

If you click on the "Edit" button, you can change the following data:

  • Email
  • First name
  • Last name
  • External ID (CRM, SAP, etc.)

Note: Don't forget to click on the "Save" button after you have made the desired changes!

Salutation

Salutation -

Here you will find the title of the contact you clicked on.

If you click on the "Edit" button, you can change the following data here:

  • Salutation
  • Gender
  • Academic title
  • Pronouns
  • Salutation phrase

Note: Don't forget to click on the "Save" button after you have made the desired changes!

Contact & Company data

Contact & Company data -

Here you can find the contact and company details of the contact you clicked on.

If you click on the "Edit" button, you can change the following details:

  • Company/Organization/Institution
  • Position
  • Phone number
  • Mobile
  • Website
  • Address (Street, No, Postal code, City, Land)
  • Address professional (Straße, No, Postal code, City, Land)

Note: Don't forget to click on the "Save" button after you have made the desired changes!

Other

Other -

Here you can find the contact and company details of the contact you clicked on.

If you click on the "Edit" button, you'll be able to change the following details:

  • Birthday
  • Covid status
  • Normal / VIP

Note: Don't forget to click on the "Save" button after you have made the desired changes!

Dynamic attributes

Dynamic attributes -

If you have created dynamic attributes, you can view and edit the dynamic attributes of the contact you clicked on here.

In order to do this, click on the "Edit" button, make the desired changes and then click on the "Save" button!

 

Further information on creating dynamic attributes can be found on this page.

Language

Language -

Here you will find the language settings for the contact you clicked on.

If you click on the "Edit" button, you can change the guest's language settings here. The guest's current language settings will also be displayed.

 

Note: Don't forget to click on the "Save" button after you have made the desired changes!

Notification

Notification -

Here you can enter one or more email addresses. A message will be sent to these addresses as soon as the guest registers for or checks in at the event – you can configure this setting in the "Settings" tab of the event.

If this guest registers for an event, these notification addresses will automatically be used for the event. However, you can also set them individually for each event and guest.

 

In order to add another email address to be notified, proceed as follows:

  • Click on the "Edit" button in the top right corner
  • Enter the desired email address
  • Click on the + button
  • (Optional) If desired, activate the option "Apply or overwrite recipients for all active events"
  • Click on the "Save" button in the top right corner
  • Done!
  • Note: In order to remove a previously added recipient, click on the minus symbol next to the desired email address

More email recipients

More email recipients -

Here you can enter one or more email addresses. All emails that are sent to the contact will also be sent to these addresses. If the contact registers for an event, these email addresses will automatically be used for the event. However, you can also set them individually for each event and guest.

 

In order to add another email recipient, proceed as follows:

  • Click on the "Edit" button in the top right corner
  • Enter the desired email address
  • Click on the + button
  • (Optional) If desired, activate the option "Apply or overwrite recipients for all active events"
  • Click on the "Save" button in the top right corner
  • Done!
  • Note: In order to remove a previously added recipient, click on the minus symbol next to the desired email address

Organizational

Organizational -

Here you will find further organisational data for the contact you clicked on.

If you click on the "Edit" button, you can change the following data here:

  • Other/Info
  • Internal note (global)
  • Keywords
  • Campaigns

Note: Don't forget to click on the "Save" button after you have made the desired changes!

Events

Events -

If you click on a contact in the "Address book" menu item and then switch to the "Events" tab, you will find an overview of all events to which the contact has been invited to or signed up for.

Agreements

Agreements -

If you click on a contact in the "Address book" menu item and then switch to the "Agreements" tab, you will find an overview of all consents that the contact has agreed to.