If you're hosting an event through our Events pages, you'll likely want to find a way to group all of your attendees together in Donor Management for easier segmenting, communication, and organization.
While Fundraising Pages automatically syncs over individuals or organizations who have purchased tickets or sponsorships to your event, it doesn't automatically sync any guests that a ticket is purchased for - even if the purchaser included guest information when they purchased their tickets.
Not to worry - we've provided steps below to import a guest list from Fundraising Pages into Donor Management in its entirety - ticket purchasers, sponsors, AND guests.
Step 1: Export a copy of your event's guest list out of Fundraising Pages
Not sure how to export that data out of Fundraising Pages? Check out our comprehensive help article on that process here.
Step 2: Return to Donor Management
Now that you've got your guest list exported from Fundraising Pages, you'll want to return back to Donor Management by clicking on the "My Tools" button in the top-right corner of Fundraising Pages, and selecting the option for "Donor Management."
Step 3: Create a Group
Next, you'll want to create a group in Donor Management with a name that matches or correlated with the event in question, such as "2024 Gala Guests" or "Fourth Annual Golf Tournament Participants."
Not sure how to create a group in Donor Management? Click here for a step-by-step review of that process.
Step 4: "Clean" the guest list file that you downloaded
Once you've created that group, you can go back to the .CSV file that you downloaded from Fundraising Pages and remove any extraneous information you don't want to include in the import. You will need to include guest name and their emails in the file, but no other fields are required (unless you'd like to include that information!).
Step 5: Add a new column within the guest list file
In that same .CSV file, you're going to want to add a new column. The header for that column will be the name of the new group you just created, and you'll want to put an "X" in each row of that column.
In other words, you'll want to indicate everyone on this spreadsheet should be added to that new group.
Step 6: Save your updated guest list file
You will need to save your updated guest list file that you downloaded, to ensure that the data that you removed and the column that you added will be recognized during the import process on the next step.
Step 7: Use the Self-Import tool within Donor Management to add the guest list
Finally, you'll want to use the Import tool within Donor Management to add those guests - as well as add them automatically to that group you just created!
What else do you want to do?
Not what you're looking for?
Go back to the Events Pages Feature Overview.