Enabling Table Captains

The Table Captains section only appears once you enable the port. From the Event, in the Configuration tab, select the Enable Portal box.

Fields

Require email address for table guests

Require that guests enter their email address when registering for an event.

Allow table overflow

Allow table captains to invite more guests than there are seats for at their table.

Allow search by first/last name

Allow table captains to search your Compass-360 database for constituents by first and last name, so that they can select guest to invite.

Show emails of guest being searched for

Allow table captains to search your Compass-360 database for constituents by email address, so that they can select guest to invite.

Allow custom invitation emails

Allow your table captains to create custom emails that will be used when they invite guest to their tables.

CC table captain on invite emails

If you have multiple table captains managing the same table, the table captains will be copied on emails when inviting guests.

Invitation Email

Select the email that will be sent to the guests when a Table Captain invites them to the table.

Follow-Up Email

Select the email that will be sent to the guest when a Table Captain follows up with them in regards to purchasing a ticket at their table.

Portal Greeting

Enter the greeting message that will appear on the top of the Table Captain Portal.

Portal Closed

Enter a message that will be displayed when the Table Captain portal is closed. To close the portal, unselect the Enable Portal box.