Henkilöryhmät – help.gestsystem.com

Statistics

GEST collects and stores information not only in the pre-production phase of the event, but also during it. You can view changes using notifications, log information and statistics

Personnel management Personnel groups Statistics statistics

Personnel groups and creating a form

This section walks you through creating person groups and enrollment forms in GEST. You will learn how to build and edit forms, add different field types, and collect and manage person-related information. You will also learn about form settings, permissions, and best practices for effective data collection and person management.

Personnel groups Data collection - how do you create the forms? creating a person group Form creation data collection

Publish a form

This section will walk you through form publishing settings and managing appearance. You will learn how to publish and close forms, configure registration-related settings, and edit form text, messages, and visual appearance.

Personnel management Personnel groups Data collection - how do you create the forms? form publishing settings

Follow-up

This section will walk you through using post-fill. You will learn how to ask registrants to complete or update their information, define editable fields, and send personalized post-fill links via email.

Personnel groups Data collection - how do you create the forms? backfill publication settings form publishing settings data collection

Personnel management

The information collected through the form is managed on the person group homepage. This section will walk you through how you can handle personal data, utilize statuses and tags, send emails and text messages, and target products to individuals or larger groups.

Personnel management Personnel groups Let's go menu Functions Products External communication Communication personnel management Let's go menu tags data collection functions communication

Person form management & settings

In this section, you will learn about the people group dashboard and its most important functions, such as settings, publishing, permissions, logging, and form management.

Personnel groups Data collection - how do you create the forms? publication settings form publishing settings layout of the form data collection

Payment functions and adding products to individuals

This section will walk you through setting up and managing GEST's payment functionality. You will learn how to define the products you want to sell, select the appropriate payment methods, send payment links, and track payment transactions. It will also explain how to add products to people and how to edit payment messages and receipts.

Personnel groups Products and payment Form creation payment functions data collection Products

Input of additional contacts

This section will walk you through the additional contact entry feature, which allows you to register multiple people on the same form. You will learn how to enable the feature, configure the information to be collected from additional contacts, and manage group registrations effectively.

Personnel groups Data collection - how do you create the forms? publication settings additional contacts form publishing settings data collection

Documents

You can use GEST to create various documents for groups of people, such as contracts, information materials, certificates, name tags or coupons. This section will cover creating document templates, utilizing placeholders based on form data, and sending documents to recipients electronically or for signature.

Documents Personnel groups Communication VismaSign documents vismasign

Import and export of personal data

This section will cover how to transfer personal data to GEST using a CSV file and how to export existing data from the system. You will learn how to import multiple people at once from a ready-made table, as well as export data for further use, for example filtered by status, tags or products. It will also cover the correct file formats and settings that ensure that the data transfer is successful.

Personnel management Personnel groups CSV running the personnel list loading personnel list bring information