Marketing & Events lists

Last edited: 02 September 2026 09:49

Getting Started

This guide will introduce you to Marketing & Events lists and how to use them to send mailing campaigns.

This is a tool that you can use to group your contacts together based on a particular event you may be organizing, or for a designated list of contacts for an email campaign (to name a few examples).

Create a List

1. In your database, go to Marketing > Marketing & Events lists > Active
2. Click New record button at the bottom of the page. The new list will open in an edit screen.

Overview

This first tab allows you to enter important data and functionalities of your list:

• Public: (only for integrated websites) you can set your Marketing & Events list to Public to make this list and associated details available on your website CMS. 
• Title
• Description
• Active: Toggling a list as Active allows the list to appear in the section Active, Advanced Searches, and Update/Delete Multiple.
• Expires: You can add an expiration date using a calendar provided. 
• Event: By turning this setting on, you will enable a new tab at the top of your edit screen titled Guest List. More details about this tab are located below. 

Once your Overview details have been filled out, click Save.

Contacts

This second tab is where you add Contacts to your new list. Please follow the two workflows below for ways to perform this action:

1. From Marketing & Events List:

• Click Invite Contacts button.
• On the new screen, flag the contacts you would like added to this list. 
• If multiple contacts are chosen, choose Find flagged in the top right corner, or click the button Find flagged contacts at the bottom of the screen.
• Choose Use these contacts.

     2. From Contacts:

• Navigate to Contacts > Views > Main or All. 
• Find the contacts you would like added to your Marketing & Events list (filter, flag, Advanced search, etc.). 
• Once your contacts are isolated in your Contacts page, choose Update/Delete Multiple > Update Multiple...
• Update... Found Set.
• Under the drop down Marketing and Events Lists, click Add to Marketing and events list. 

• You can select your list from the drop down menu, or type it in to the search bar.

  

• Once selected, choose Update > OK.

Event Contact Management | Beta

For each Contact added to an Event, you can record their invitation status as well as their dietary requirements, guests, and even track the nomination process. First be sure to click the toggle to set your Marketing list as an event.

You can edit a Contact’s event details in a number of ways:

From the Event’s Contact tab

Edit the invitation status by clicking the grey circle in any of the columns. Click once for yes, click again for no. Clicking a third time will clear the field.

Click the trashcan icon to remove the Contact from the Event.

Click the pencil icon to edit more details:

Here, in addition to editing the attendance tick boxes, you can view this contact’s dietary requirements and preferred means of communication as well as edit the number of guests, guests’ names and guests’ dietary requirements.

There is also an area to track the guest nomination process. Select a status of “nominated,” “approved,” or “rejected” and enter who nominated, approved, or rejected them and why. 

From here you can jump directly to the Contact’s full record by clicking the “View contact” button at the top right.

You can update multiple Contacts on the Event at once by ticking the checkboxes next to the Contacts you wish to update (of tick the checkbox at the top of the list to select all of the Contacts) then click the “Update Selected” button and make the change you wish to apply.

From the Contacts list screen

From the main Contacts list, open the preview pane of any Contact then click to reveal the Marketing & Events panel.

Add the Contact to an existing event by clicking the Add button and searching for the event title.

Edit the invitation status by clicking the grey circle under either “ACPT” (accepted) or “ATTD” (attended). Click once for yes, click again for no. Clicking a third time will clear the field.

Click the trashcan icon to remove the Contact from the Event.

Click the Event title to edit more details. The window described above will appear and you can edit the guests, dietary requirements and nomination details.

From the Contact edit screen

When editing a contact, go to the Marketing & Events tab (you might need to select More from the dropdown first.)

From here, you can view the Contact’s active and expired/inactive lists.

Add the Contact to an existing event by searching for the event title in the “Search events…” field.

Edit the invitation status of any linked event by clicking the grey circle under “invite sent,” “accepted,” or “attended”. Click once for yes, click again for no. Clicking a third time will clear the field.

Click the trashcan icon to remove the Contact from the Event.

Click the pencil icon to edit more details. The window described above will appear and you can edit the guests, dietary requirements and nomination details.

Export Event Contacts to Excel

Export the Event Contacts and their details to Excel simply by clicking the “Export to Excel” button at the bottom right of the Contact list on the Event Contacts tab.

You’ll be taken to a preview screen where you can select which of the field columns you’d like to include in your export. Click the checkbox on the far left column to select all.

If you’d like to use the same set of columns in the future, click “Save or Load Settings” at the bottom left.

Click Export to Download your Excel spreadsheet.

If you chose to make your Marketing & Event list an Event, you will have access to a fourth tab called Guest List. 

Guest List

1. For the Guest list tab, you can create an internal link (Create a guest list link) where you will be able to see which contacts have been marked as accepted, and can therefore track their attendance or if they have also brought guests with them:

      2. Link live from: set a date from which the link created above is live. 

      3. Until: expiration date for live link (can automatically be set as the event expiration date using the box below:

      4. Guest numbers: this toggle allows the number of guests to be changed when checking in an attendee.  

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