Sending your Invite

You’ll send invites through campaigns, which are branded emails that include a link to your RSVP page. This workflow lets you track who opens your emails and who registers for your event.

Creating and Sending Your Campaign

1. Start Your Campaign

   Navigate to the Campaigns tab in your event or list and click New Campaign.

2. Choose Your Campaign Type

   Select Draft for the most flexibility (you can edit and add recipients before sending) or Campaign to quickly build and save a message.

3. Add Campaign Details

   Enter a campaign name (only visible to your team) and choose your sender. Learn more about email sender settings.

4. Write Your Subject Line

   Enter the subject line your recipients will see in their inbox.

5. Configure Email Settings

   Use the three dots menu to:

   • View version history
   • Set reply-to email
   • CC or BCC teammates
   • Load a template
   • Attach a calendar file
   • Save as a campaign or global template

6. Add File Attachments

   Use the paper clip icon to attach files to your email.

7. Write Your Message

   Compose your email content in the main text area.

8. Choose Your Email Style

   In the bottom right corner, select:

   • Basic: Formatted like your regular email (recommended for most invites)
   • Marketing: More customization options with backgrounds and centered images (good for newsletters)

9. Personalize with Mail Merge

   Click the + sign in the bottom left to add:

   • First & Last Name: Address recipients personally
   • Custom Field: Pull in custom information from contact profiles

10. Add Event Information

    Use the + menu to insert:

    • Date and Location: Automatically pulls your event details
    • RSVP Image: Displays your event’s RSVP page image
    • RSVP Link: Directs recipients to register (essential for tracking RSVPs)

11. Format Your Email

    Use the formatting tools to:

    • Customize fonts and layout (A icon)
    • Change text, foreground, or background colors (palette icon)
    • Upload images or paste URLs (image icon)
    • Add hyperlinks and buttons (highlight text and click link button)
    • Insert sections and dividers (- icon)

12. Test Your Campaign

    Test your message before sending to ensure everything displays correctly.

13. Add Recipients and Send

    Add your recipients, review your campaign, and send.

Common Questions

How do guests RSVP?

Include the RSVP link in your campaign. When recipients click it, they’ll go to your registration page where they can respond and provide any additional information you’ve requested.

How do I send event reminders?

Create a new campaign for reminders. You’ll need to send these manually. Check out reminder best practices for timing and content guidance.

I added new people after sending the invite. How can I reach them?

Use the “Not Sent To” feature inside of your sent campaign if your original campaign needs no changes. If you need to make adjustments, duplicate the campaign, make your edits, and add the new recipients.