Tutorials - Invitation Manager
Creating and Managing Events
Creating and Managing Events
You will need to create an event before you can send an invitation. This enables you to fully utilize all of our invitation management features such as the invitation list and the guest list to keep track of responses.
Create your event in 3 easy steps!
- Step 1. In the navigation, go to Invitations > Create an Event.
- Step 2. Provide your event information. The only required fields to create an event are event name, date and time.
- Step 3. Provide optional information to best help you and your guests with the event details.
- End date and time can be used if the event has a specific end time or the event lasts for more than one day.
- Captcha protection should be used if you are linking to an intitation response form a website, social media or any other method that doesn't enable you to control your guest list. Since CorpNote does not require that people sign up to use our site to respond to an invitation, we provide this option to distinguish human from machine input (it's a way of thwarting spam and automated form input programs).
- Location Information is optional but is very helpful to guests. You can supply the street address of for the event and a link for directions using Google Maps or a link you provide. You also have the ability to provide additional instructions or directions such as where to park or what to do when your guests enter the building. The location information you provide will be included on the event response confirmation your guests receive. (see example)
- Response Information has the following options:
- Enable guests to reply "maybe"
- Require email address and/or company name
- Disallow or limit the number of guests they can bring
- Ask up to 2 multiple choice questions, such as meal choice
- Comment Box with text you provide that can appear above the comments box
- Confirmation message that appears after their response has been recorded. Different messages can be provided for yes, no and maybe responses.
- Receive an email notice when someone responds
The default is to not receive an email; but, you can select whether you want to receive an email every time you get a response or only once per day when someone responds. The advantage of the first option is that the email will contain the full details of the response but the latter might be a better option for large guest lists.
- RSVP Requirements enables the display of an RSVP By date which displays on your invitation. If you enter an RSVP cut off date, this will prevent people from signing up after that date. You can also limit the total number of attendees allowed for your event, and a custom message can display when the attendee limit is reached.
In the navigation, go to Invitations > Manage Events. Choose from any of the following in the "options" drop down menu: (see example)
- Edit Event: Your changes will be seen on any new eCard invitations you create. Invitations that have been sent cannot be edited; but, when any eCard recipient clicks to RSVP or uses a direct link to the response form, they will see your changed event information on the RSVP screen.
- View Responses: This option only appears if you have responses. This is your guest list where you can view how many people are attending, the answers to your questions (if you had them) and any comments your guests provided. (View the tutorial: Managing Event Responses)
- Invitation List: Each time you send an invitation eCard, your recipients are automatically added to your invitation list. If you wish to respond for someone on your invitation list, we recommend that you do so from this screen by clicking the edit icon next to the person's name/email address. The recipient will be recorded as having received and responded to the invitation. This ensures the person is not included on future "follow up" eCards for people who did not respond. (View the tutorial: Managing an Invitation List)
- Add a Response: You can add a response for someone by completing the event RSVP form for them. You can also check a box to have an email confirmation sent to the guest.
- Send Reminder: This option only appears if you have responses. You will be taken to your RSVP "responses" where you can select who to send the reminder to. Refer to the "Managing Event Responses" tutorial for more information.
- Delete Event: If you delete an event, the event and all responses for that event will be permanently deleted.
Direct Link" button if you want to link directly to your event RSVP response form from your own email program, website, blog, Facebook, Twitter, YouTube etc.
Click the "
Next Tutorial > Creating an Invitation
If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.
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