Invitation Manager Overview
Online Videos — Sending an Online Invitation (3:42), Managing Event Responses (2:30)

The Invitation Manager allows you to electronically manage event RSVP’s and guest lists. It works by attaching an online response form to an e-card that your recipients fill out. The Invitation Manager automatically records responses, which are viewed in your CorpNote account, and allows you to print guest lists and send follow-up messages.

There are three steps to using the Invitation Manager:

Step 1. Create an Event

Create a new event on the Invitation Manager screen of your CorpNote account (E-Cards > Invitation Manager). You fill out the event information that your invitees will see, and customize which response options you would like, such as:

• Event start and end dates / time
  
• Required information like email address and company name
  
• Allow a ‘maybe’ response
  
• RSVP deadline date
  
• external web link to an event web site or Google Maps® link
  
• additional instructions or directions

Step 2. Compose an E-card Invitation with an RSVP link

You can make any CorpNote e-card into an online invitation. Just select a design and compose your message. Then use the ‘Insert an EZ-RSVP Event’ menu on the Compose screen to insert a ‘Click Here to RSVP’ Invitation button that links to your event reply form.

Step 3. View and Manage your Guest List

You can track your responses in real time and manage your events from the Invitation Manager screen of your CorpNote account (E-Cards > Invitation Manager). When you view your response you can:

• View, print and save guest lists in a variety of formats, and export attendance lists as Excel spreadsheets for use in other programs or reports
  
• Edit responses and manually add attendees to your list that respond via phone or mail
  
• Easily send follow-up messages to all your ‘yes’ or ‘no’ respondents

You can use the Invitation Manager's 'send an e-card to' feature to easily send event reminders, or send a follow-up survey to event attendees using the CorpNote Online Survey Manager.

Manage Multiple Events

The CorpNote Invitation Manager allows you to create and manage multiple events, and unlimited use is included in your monthly CorpNote subscription.

If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.