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Re: CRM functionality - tracking guest attendance at events

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aly
4 - Data Explorer
4 - Data Explorer

Hey everyone

Background: we are using AT as a CRM

Goal: track who of our customers are at which events

My solution thus far has been to have a People table and an Events table within the same base. Within each event, there is a guest list field that links to the "name" field of the "people" table.

The issue is, I want to be able to quickly link guests to events, i.e. by uploading a CSV guest list and then that automatically linking to the "people" list. Ideally, on the "People" i could create gallery views for each event.

I'm sure something like this is possible  but can't figure out how to do so! anyone have any guidance?? 

4 Replies 4

You might need to massage your data a bit, but the CSV import extension would come in pretty handy here

Could you elaborate on the gallery view bit?  What exactly would you like to see?

aly
4 - Data Explorer
4 - Data Explorer

Thanks! That extension looks helpful. Unfortunately, using this extension it looks like it will create new records. The guests are already records in airtable, but looking for a way to essentially tag a group all at once as having attended an event. Essentially, solving to see if there is a way to mass import guests here (see picture), in such a way that it didn't duplicate their records and linked existing records in "contacts" to the event. 

Screen Shot 2023-04-11 at 8.23.06 AM.png

The CSV Import extension has the ability to update existing records with information so I think you may find that useful

Samyndza
4 - Data Explorer
4 - Data Explorer

It sounds like you're on the right track with organizing your CRM for event management. Integrating CSV uploads to automatically link guests to your "People" list within Airtable can be achieved through scripting or automation tools. Explore Airtable's scripting capabilities or look into third-party integrations that facilitate bulk data uploads and linking. As for creating gallery views for each event in the "People" table, Airtable's view customization options should allow you to filter and display data based on event-specific criteria. Tools like monday.com partner, known for their user-centric approach to project management and CRM, might offer integrations or features that complement your workflow effectively.