![]() A lookup field is a great way to pull information from one table to another, and it utilizes the links we have already created between tables. Some information, like attendees, is significant enough that we will want to see it in multiple tables throughout the base. If we notice an especially important VIP is or is not attending, we can review the Notes field on the Attendance table for additional information, helping maintain a personal touch in our interactions. This data is useful for multiple reasons-it can help us identify which VIPs to reach out to, allow us to stay on top of attendance numbers as we receive RSVPs, and more. We can just as easily see the events with less than 100 percent attendance by comparing the two side-by-side. In this case, let’s combine the Event and Person fields in the Name field.Īt a glance, we can see that most events for which we sent invitations have a 100 percent attendance rate. Using the formulas function is a great way to make specific information, or combinations of information, available to us at a glance. Sometimes the information we need exists in separate places and would be more useful viewed in tandem. No matter how organized our tables are, keeping track of multiple events and guests in lockstep can be complicated. We can also create new fields (not visible in the above screenshot) to track whether a guest was invited, RSVPed, and attended the event in question. ![]() We can use this foundation to link additional information from different tables and fields. These linked record fields contain the two most vital pieces of information for each record in the Attendance table-the guest’s name, and which event they were invited to. To make this table, create a new table, then connect the contacts table and events table to this new table with linked record fields. This is the beginning of our interactions table called Attendance, which will track guest attendance at numerous events. We’ll show you how to add a list of contacts and an interactions table to your existing Airtable base, so you can say goodbye to lost information and unhappy customers and spend more time basking in the glow of throwing the Best. The importance of having all the information you need to do your job in one place can’t be understated-and it is equally important to eliminate click-a-thons through endless tabs, where vital details may fall through the cracks.įortunately, adding a CRM to your Airtable workflow is a simple way to consolidate the material you need to throw the events of the year. ![]() There’s no denying the efficacy and long-term value of a well-executed event, but the journey from planning to reality when responsible for a diverse slate of events means a logistical juggling act and a fine line between success and disappointment-one missed detail or forgotten update can mean an unhappy client or a vendor without a booth. Save yourself the headache of keeping track of endless spreadsheets for your events-add a CRM to your event planning workflow in Airtable.Įvent marketing’s versatility is a gift and a curse.
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