I'm trying to figure out what the best practice is for tracking attendance, creating email invites, and creating name tags for activities. Do you track activities on a household or individual level?
Thanks,
--Joe
Joe,
When it comes to Special Activities and Elevated Events, we track attendance at the individual level. It just makes it easier for seating and name tags, and it also allows us to account for our patrons who don't attend events together all the time.
However, all of our gift entry goes at the Household level (along with much of the contact information). Thankfully, this isn't an issue because you can run a List against a List (happy to help if that's confusingly worded!) and choose to replace Individuals with their Households if you're building an email/physical mailing invitation list.
Thank you,
Brian