Profiles - Communicating with Guests

There are many different ways to communicate with guests in concierge.com.  

First, you'll need to determine who you are communicating with.  You can select an individual guest (by clicking the checkmark next to their name), select the entire table (by clicking the checkmark to the left of the First Name field), or filter by group, attendee type, or search by name.  

Then you can send guests emails, their itineraries, or SMS messages.

In the below example, the table has been filtered to just show guests in the VIP group, which can then be selected by clicking the check mark next to each individual's name.

To send an email to guests, click "Send Email."

A pop up, "Send Email To Attendees" will appear.  Here you can choose who you'd like the email to be sent to: the attendees already selected on the previous page, all attendees, attendees by element, or attendees by group.  If you select "Attendees by Element" or "Attendees by Group", a pull down menu will populate with your options.

Once the recipients have been determined, you can type your Email Subject and Email Text. You can format your text using the editor, as well as include merge tags as desired.

There are 2 places to send itineraries on this page.

If you choose "Send Itinerary" within the Attendee Profiles table, a pop up, "Send Itinerary To Attendees" will appear.  Here you can choose who you'd like the email to be sent to: the attendees already selected on the previous page, all attendees, or attendees by group.  If you select "Attendees by Group", a pull down menu will populate with your options.

Click "Send Itinerary" to send.  

After an itinerary has been sent, you will see the date and time sent appear in the "Itinerary" column of the Profiles table.

The "Itineraries Sent" box will also update with the number sent.

If you choose "Send Itineraries" on the top right of the page, a pop up with two sending options will appear.  You can choose to send itineraries to the entire event, or to select groups.  Once you have made your selection, click "Send Itineraries".

To send an SMS to guests, click "Send SMS."

A pop up, "Send SMS To Attending Guests" will appear.  Here you can choose who you'd like the email to be sent to: the attendees already selected on the previous page, all attendees, attendees by element, or attendees by group.  If you select "Attendees by Element" or "Attendees by Group", a pull down menu will populate with your options.

Once the recipients have been determined, you can type your SMS Text. You can format your text using the editor, as well as include merge tags as desired.

When you select guests, you will see a new option appear - "Bulk Assign Additional Element(s)".  If you click that, you can add additional elements to those guests as needed.