Guest lists you can trust Each guest exists once, however many events they attend.
A list full of duplicates sends one partner three invitations and their client none.
You find out which on the night.
three lists arrive
Autumn reception 214 guests
the same person, three ways
Katharine Boyle · guests_final_v3 row
K. Boyle · invites.csv row
Boyle, Kate · Kate's version row
Katharine Boyle One record
Halcrow Partners · known since 2023 · 6 events attended
214 clean · 0 duplicates each guest exists once, with history attached
Autumn reception
Private Clients · 9 Oct
› Autumn reception › Attendees Guest list Matching Send CRM sync⌄
Guest list
Autumn reception · 9 October
214 on the list · 0 duplicates Katharine Boyle
Halcrow Partners · merged from 3 rows
Invited List health 214 clean of 214
each guest exists once, however many lists they arrived on
1 0 duplicates
across 214 guests and three source lists
1
2 Katharine Boyle
merged from three spellings
2
1 The list is right before it goes out
Three teams' lists resolved into one clean audience. The partner gets one invitation, and their client is not missed on the night.
2 One person, not three rows
Katharine Boyle arrived three ways in three files. On the list she exists once, with her whole history attached.
One contact record, matched and current, before anything goes out.
The fix is not a better spreadsheet. It is a list that already knows who everyone is. Stage 1 of 5
The list arrives Three teams send their invitees for the autumn reception. Three formats, four hundred rows, and the same people spelt three ways.
What lands in the inbox the week the invitations are due
guests_final_v3.xlsx
Corporate team · 212 rows
Autumn reception invites.csv
Private Clients · 141 rows
Copy of list (Kate's version).xlsx
Events inbox · 96 rows
Katharine Boyle · K. Boyle · Kate Boyle
three rows, three spellings
Same person?
Held: the lists as they arrived, so what came in is never lost.
Stage 2 of 5
Matched to people who already exist The rows resolve against people the organisation already knows, with their history attached.
eventogy
Autumn reception
Private Clients · 9 Oct
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂ › Autumn reception › Attendees
LG Guest list Matching Send Segments Reports Configure ⌄
Four rows, one person One record
Katharine Boyle
guests_final_v3 · row 41
K. Boyle
Autumn reception invites · row 12
Boyle, Kate
Kate's version · row 8
KB Katharine Boyle
Halcrow Partners · known since 2023 · 6 events attended
Resolved
AW A. Whitcombe
Fenwick Grey · resolves next
Held: one contact record per human, with every prior event already on it.
Stage 3 of 5
Segmented and sent The reception list is built from the record and the invitation goes from the same place. The list and the send are one object, not an export.
eventogy
Autumn reception
Private Clients · 9 Oct
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂ › Autumn reception › Attendees
LG Guest list Matching Send Segments Reports Configure ⌄
Private Clients · London ⌄ Search the audience
No reply yet
last asked a week ago
48
Send reminder to 48 replies land on the record the list is built from
Held: who was asked, when, and what came back, on the event itself.
Stage 4 of 5
The client's year One person's whole year with the organisation: invited, attended, received, across every business line.
eventogy
Autumn reception
Private Clients · 9 Oct
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂ › Autumn reception › Katharine Boyle
LG This year History Preferences Hospitality Notes Configure ⌄
Katharine Boyle three teams · one record
Spring briefing
Corporate · March
Attended
Summer box
Private Clients · June
Declined
Autumn reception
Private Clients · October
Invited
Winter dinner
Corporate · December
Held: the relationship view nobody had to assemble.
Stage 5 of 5
The CRM stays true Salesforce owns who the client is. Eventogy owns what they attended. Each keeps its half current in the other, and neither is replaced.
eventogy
Autumn reception
Private Clients · 9 Oct
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂ › Autumn reception › Configure
LG Connections Sync activity Permissions Notifications Data retention
CRM connection Two-way · live
Your CRM owns Eventogy owns
Name and firm Invitations and replies
Relationship owner Attendance
Contact details Hospitality received
Salesforce, Dynamics 365 or InterAction · nothing retyped in either direction
Sync activity
Pulled 3 identity changes · pushed 12 attendances
4 minutes ago
Held: one truth in each system, two-way with Salesforce, Dynamics 365 and InterAction, and nothing retyped.
What it connects to
Two-way with Salesforce, Microsoft Dynamics 365 and LexisNexis InterAction. The same records feed Meetings and Hospitality, and Reporting reads everything that happened.
The list was right beforehand, rather than corrected afterwards.
