All Classroom Plan subscribers and above, now have access to our latest feature: VIP Guest List!
With VIP Guest List you can verify and limit which participants can join your experiences! Easily create a list of email addresses or phone numbers that are permitted to join your experience. Your participants must then enter an email address or phone number that matches an entry on the list to gain access.
For Seminar Plan users and higher, you can now verify your participants using Custom Lead Capture Fields! You can choose from a multitude of unique identifiers aside from email or phone numbers for you to verify your participants with such as specific passwords, Twitter or Instagram handles, Employee IDs, and etc!
Why Verify Participant Access?
For example, if your virtual-event trivia game, requires that participants purchase an entry ticket to play, complete a signup page, or any other action prior to joining, you'll want to make sure only those participants that completed the action gain access. VIP Guest List ensures your participants enter a valid entry email address or phone number. Without VIP Guest List, your participants could simply share the URL to your trivia game (e.g. crowd.live/123456) and anyone with the URL would be able to join the trivia game. VIP Guest List eliminates the possibility of simple URL sharing.
Where To Access VIP Guest List?
You can access the VIP Guest List Tool on the Experience Dashboard of any Crowdpurr experience under the purple Crowd Leads tab in the VIP Guest List section.
Set Up a VIP Guest List
By default, a VIP Guest List can use either a participant email address or phone number. Select either Email Address or Phone Number under the Choose VIP Guest List Field.
For Email Address, the format is a standard email address such as:
For Phone Number, the format must follow the E.164 international standard which adds a "+" sign followed by the country code followed by the area code and phone number with no other formatting (e.g. parenthesis or hyphens). For example:
- +16266844412 - A US-based phone number that would be displayed as (626) 684-4412
- +447911123456 - A UK-based phone number that would be displayed as 7911 123456
Crowdpurr's Phone Number lead capture field saves phone numbers in the E.164 international standard so your VIP Guest entries must also follow this format to successfully match against phone numbers. See this helpful article How to Format International Telephone Numbers.
Before enabling a VIP Guest List you must add some VIP Guest entries to your list. You wouldn't want to enable a VIP Guest List with no entries or every participant would be locked out of your experience and unable to join (see below for when you might actually want to lock out all participants).
Adding VIP Guests to the VIP Guest List
To add VIP Guests, you can either manually copy and paste entries using the blue Edit VIP Guests button or by importing entries from a spreadsheet using the pink Import List button.
Copy and Pasting VIP Guest Entries
To type in or copy and paste VIP Guest entries, click on the blue Edit VIP Guests button.
A entry form will slide down and allow you to manually add entries. You can either type in your participant email addresses (or phone numbers) or copy and paste them. Separate multiple entries with a comma.
After entering your participants, click the green Save button and they will be appended to your VIP Guest List and the table will update to show your list of VIP Guest entries.
If you have a software tool that is tracking your event's ticket purchases or signups, it may have a function that exports your participant email addresses (or phone numbers) in a comma separated value (CSV) format that you can paste into this form.
When your participants join your experience and they're on your VIP Guest List, the participant's Joined At date will be set in the VIP Guest List table.
Importing VIP Guests from a Spreadsheet
It's usually easier to manage your participants in a spreadsheet such as Microsoft Excel or Google Sheets. This will let you maintain a manageable list of your participant email addresses or phone numbers.
To import your spreadsheet, click on the pink Import List button. This will open a pop-up that contains a link to an example spreadsheet you can download as a starting point to start entering VIP Guest entries. It will be formatted based on your email address or phone number selection.
The spreadsheet contains a single column that you'll enter your participant email addresses or phone numbers into. Simply add your participant's email addresses or E.164-formatted phone numbers to each row of the spreadsheet and save it.
Once you've added all your VIP Guest entries, save your spreadsheet out to a CSV format file (comma separated values).
Click on the pink Import List button and click on the blue Import Guest List button on the pop-up and select your exported CSV spreadsheet file. Your spreadsheet of VIP Guest entries will now be added to the VIP Guest List table.
Set Up a VIP Guest List with a Custom Field
For Seminar Plan users and higher, you now have the option to verify your participants with other lead capture information aside from the standard Email Address or Phone Number. You can create a list of arbitrary unique Custom Field values such as a specific password, Twitter usernames, employee ID's, ticket numbers, or etc.
You would first need to add your own custom field via the purple Crowd Leads tab and under the Lead Capture Settings header. Enable any of the Custom Fields under the Add Custom Fields section, and edit the custom field to your liking. In our example, we'll use Custom Field 1 and edit it to require players to input a specific password.
Once you click the Save button, the custom lead capture field will be saved and ready to go! We can now go back to the VIP Guest List to enable this custom field under the Choose VIP Guest List Field box.
You'll now see the default Custom Field dropdown list has been updated with the title of the Custom Field 1 that has just been added. We'll now select Employee ID as the VIP Guest List Field.
Like the previous steps for adding VIP Guest Entries using emails or phone numbers, the next step for enabling a Custom Field is to add in VIP entries. For our example, we'll be adding in some Employee IDs as VIP Guest Entries.
To add these custom entries, click on the blue Edit VIP Guests button to the right of the VIP Guest List. Next, type in the custom VIP Entry, which would be Employee IDs for this example. We'll be adding in some Employee ID samples below. Click Save to add these custom guest entries to the VIP Guest List.
After entering your participants' custom VIP Guest entries, click the green Save button and they will be appended to your VIP Guest List and the table will then update to show your list of VIP Guest entries.
Managing a VIP Guest List
Removing VIP Guest Entries
To remove a single added VIP Guest entry, simply click on the red circle Trashcan button under the Delete? column to remove the VIP Guest entry.
Clearing a VIP Guest List
To remove all entries from a VIP Guest List, click the blue Edit VIP Guests button and click the red circle Trashcan button under Remove VIP Guest List heading.
Exporting a VIP Guest List to a Spreasheet
You may want to export your VIP Guest List to a spreadsheet in order to save it, edit it, or collaborate with others. You can export your VIP Guest List to a CSV spreadsheet at any time. Click on the pink Export List button to export it.
You can then edit this exported file and re-import it to reflect the edits you and/or your team made. This can be a good workflow to keep the VIP Guest List update to date, especially if any VIP Guests were added manually using Edit VIP Guests.
VIP Guest List Settings
The VIP Guest List has the following settings.
Choose VIP Guest List Field
As explained above, this sets which lead capture field your VIP Guest List will use to match against your participants.
VIP Guest List Enabled
This setting enables or disables your VIP Guest List. If you want to temporarily disable your VIP Guest List without removing it entirely, you can simply turn it off using this setting and it will be ignored by your experience's sign-in page.
|Email Lead Capture Field Enabled and Required on the Mobile View of your experience.|
VIP Guests May Rejoin
Enabling this setting allows participants to rejoin the experience as many times as they want as long as they enter a valid email address or phone number on your VIP Guest List.
If this setting is disabled, a participant will only be allowed to join your experience once. You can see which participants have joined your experience by viewing your VIP Guest List table and inspecting the various Joined Yet? fields. When a participant joins, the Joined Yet? fields will populate.
With VIP Guest List enabled with added VIP Guest entries, each participant's email address or phone number entry will be matched against your VIP Guest List. If they are on the VIP Guest List, they will be allowed to enter your experience and their Joined Yet? fields will be updated with the time they joined your experience.
If the participant is not on the VIP Guest List, they will receive a red error message informing them that their email address or phone number does not have access to join.
|A participant tries to join who's not on the VIP Guest List|
Locking Out All Participants
In some use-cases you may want to prevent all participant access such as not allowing late participants to join your experience after you've started it.
This can be achieved using a "hack" with the VIP Guest List feature by adding a single "dummy" VIP Guest entry using the blue Edit VIP Guests button and then enabling VIP Guest List Enabled. You must have at least one VIP Guest entry to enable the VIP Guest List.
This will then prevent all future participants because your VIP Guest List doesn't contain any actual valid VIP Guest entries.
For More Information
For more information related to this article, check out the following Help Center articles and links: