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💡 Invites are sent via campaigns (email). Within the campaign you will include a link to RSVP where they will be taken to your registration page.
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Instructions
- Within your desired event or group navigate to the Campaigns tab
- Click the New Campaign button
- Select Draft or Campaign
- Draft: Edit and add recipients before sending. Most flexible option.
- Campaign: Quickly build a message and save it directly to Campaigns.
- Enter a campaign name
- This is only visible internally
- Choose your sender (learn more here)
- Enter a subject line
- This is the subject line recipients will see
- Use the three dots to
- View version history
- Set reply to email
- CC teammates or BCC teammates
- Load a template
- Attach a calendar file
- Save your campaign as a campaign or global template
- Use the paper clip to attach a file
- Enter your message
- Customization options
- In the bottom right corner of the email window you can customize the style
- Basic: this means the email will be formatted as your regular email (looks like the ones you send from your inbox)
- Marketing: allows for more customization (background, center images, etc). This is commonly used for newsletters
- An easy way to add personalization to your emails is through mail merge. To utilize go to the bottom left corner of the email and select the + sign
- First & Last Name: easily open emails with the recipients name
- Custom Field: pull in custom information that you have saved to your contact profile
- Add Event Details
- Go to the + in the bottom left corner
- You have a number of options to help you pull in event details
- Date and Location: this will pull the date and location into your email
- RSVP Image: this will pull the RSVP image into your email
- RSVP Link: This will allow you to direct recipients to the registration page where their RSVPs will be collected
- Customize your font and layout by selecting the A
- Change the color of your text, foreground, or background by selecting the palette icon
- The image icon gives you the option to upload an image or paste a URL
- To add a hyperlink click the highlight the word/section you would like and press the link button
- If you would like it to appear as a button toggle that option on
- Add sections/dividers in your email by selecting the -
- Test Your Message
- Add Recipients
- Send!
Screen Recording 2023-06-15 at 12.25.45 PM.mov
FAQs
- How do guest RSVP?
- How do I send event reminders?