Guest Management
View and manage your full guest database — profiles, visit history, engagement scores, tags, and consent records — all in one place.
Overview
Every guest who scans a QR Experience, joins an SMS campaign, or is manually added to your account becomes a record in Guest Management. Guest profiles consolidate identity data, interaction history, tags, and opt-in consent into a single view — giving your team the context to deliver personalized, compliant outreach.
Key Concepts
Guest Profile — A unified record containing contact info, communication preferences, tags, engagement score, and a chronological activity feed.
Engagement Score — A 0–100 score calculated from recency, frequency, and depth of interactions (scans, survey completions, campaign opens, replies). Higher scores indicate more active guests.
Tags — Free-form or preset labels you attach to guests for segmentation. Tags can be set manually, applied by automation rules, or assigned during a QR Experience flow.
Consent Record — Each profile stores the guest's opt-in status per channel (SMS, email) along with the timestamp and source of consent. This record is immutable and audit-ready.
Segments — Saved filter sets that dynamically group guests by any combination of tag, engagement score, visit date, campaign interaction, or custom field.
How It Works
Viewing the Guest List
Go to Guests from the left navigation. The list defaults to all guests sorted by most recent activity. Use the filter bar to narrow by:
- Tag
- Engagement score range
- Opt-in status (SMS, email, or both)
- Source (which QR Experience or import batch created the record)
- Date range of first or last seen
Opening a Guest Profile
Click any row to open the full profile. The profile is divided into four tabs:
| Tab | Contents |
|---|---|
| Overview | Contact info, tags, engagement score, consent status |
| Activity | Chronological feed of every scan, campaign interaction, and note |
| Campaigns | Which SMS or email campaigns this guest has received and their response status |
| Notes | Internal staff notes (not visible to guests) |
Adding Guests Manually
Click Add Guest and fill in the contact form. Set opt-in status explicitly — do not assume consent. Manual additions are tagged with source: manual for reporting purposes.
Bulk Import
Go to Guests > Import and upload a CSV with columns mapped to DramGuest fields. The import wizard validates phone number format, deduplicates against existing records, and reports any rows that failed validation before committing the import.
Required columns: first_name, last_name, phone or email.
Optional columns: tags, sms_opt_in, email_opt_in, notes.
Merging Duplicate Records
If the same guest appears under two phone numbers or emails, open either profile and click Merge Guest. Search for the duplicate record and confirm. The activity histories are combined, the older record is archived, and all campaign associations are transferred to the surviving profile.
Exporting Guest Data
Go to Guests > Export. Apply any filters first to scope the export, then choose your format (CSV or JSON). Exports include all fields except internal admin notes unless you check Include notes.
Tips
- Apply tags during the QR Experience flow (e.g., tag guests who select "interested in whiskey" with
whiskey) — this keeps segmentation effortless. - Review the New Guests report weekly to spot which experiences are driving the most profile creation.
- Guests who haven't interacted in 90+ days will have their engagement score decay toward zero. Use a re-engagement SMS campaign to recapture them before they fall off entirely.
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