Invitation Manager keyboard_arrow_right Follow Up Emails


This tutorial covers how to send follow up emails such as event reminders and thank you emails after an event. You can also send a new invitation from an existing event's invitation list or response list.

How to Send a Follow Up Email from the Invitation List

Each time you email an invitation with an RSVP link, your recipients are automatically added to your consolidated invitation list for that event. This enables you to easily send a single follow up email to all of the people you invited even if you sent different versions of an email or eCard for that event.

  • Go to Events > Manage Events and select 'Invitation List' from the options menu for the event you want send a follow message
  • In the Invitations Summary area, next to "Send an Email" select one of the following from the options menu
    • all people on your invitation list
    • people who did not view the email invitation
    • people who did not respond
  • Click the button for the type of email you want to send. This will create an email pre-addressed to the intended recipients.
  • Compose your email message and click "Preview/Save" to view your email
  • After previewing, click the "Address/Send" button and you will see your chosen recipients in the address list (e.g. 'people who did not respond')
    • You can refine this list by unchecking the box next to recipients that you do not want to include in the email
    • If you de-select recipients, click the "save changes" button, which will refresh the send list.
  • Click "Send Now" or schedule the email to be sent on a future date

How to Send a Follow Up Email from the Response List

  • Go to Events > Manage Events and from the options menu next to an event select 'View Responses' or 'Send Reminder.' These options only appear if you have responses.
  • In the Response Summary area, next to "Send an Email" select one of the following from the options menu:
    • all respondents
    • people who responded yes
    • people who responded no
    • people who responded maybe (if you enabled the maybe option for this event)
  • Click the button for the type of email you want to send. This will create an email pre-addressed to the intended recipients.
  • Compose your email message and click "Preview/Save" to view your email
  • After previewing, click the "Address/Send" button and you will see your chosen recipients in the address list (e.g. 'people who responded yes')
    • You can refine this list by unchecking the box next to recipients that you do not want to include in the email
    • If you de-select recipients, click the "save changes" button, which will refresh the send list
  • Click "Send Now" or schedule the email to be sent on a future date

thumb_up Important Notes

  • "Follow up" emails in your Saved or Sent Emails bin have a 'follow up created' date as well as auto generated comments so you know the day you created the follow up, when it was sent and to whom
  • You can "Search and Sort" to show just follow up emails by selecting "Follow Up Emails" from the "Show" drop down menu

thumb_up Tip

  • You can send an event follow up survey to event attendees by sending an email to "all recipients who responded yes" and then include a survey response form as part of the email.

How to Send a New Invitation from a Prior Event

If you want invite people who were invited to an event, or attended an event, you can use the Invitation List or Response List follow-up feature. This will generate a new pre-addressed email and you can add your new event information.

  • Create your new event (as shown in prior tutorials) and then go to Events > Manage Events
  • From the options menu next to your prior event, select 'Invitation List' or 'View Responses'
  • To create the new pre-addressed email, follow the instructions in the last tutorial above by selecting the email list you want and what type of email you want to send
  • Compose your new email invitation (as shown in prior tutorials) and insert a button or link in your email, for your new event, that people will click to RSVP
  • Send or schedule your new email invitation

thumb_up Important

Your new invitation will be in your Saved or Sent Emails bin with the 'follow up created' date as well as auto generated comments that include the prior event name. You will need to edit the comments to help you better identify this invitation.

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