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 an event's options menu.

  • 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 a pre-addressed email to your selected 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 select 'View Responses' or 'Send Reminder' from an event's options menu. 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')
    • 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 and Sent Emails bin have a 'follow up created' date as well as auto generated comments that include the event name and who the email was sent to. Click the view icon pageview to go to the 'Responses List' for that event.
  • "Follow up" emails take a 'snapshot' of the 'Address List' at the time you create the email. Follow up emails do not update the 'Address List' right before sending. Also note for 'recipients who did not view the email': CorpNote only records a 'view' based on whether your recipient's email inbox images are set to display, or your recipients click to view an email or the response form in a browser.
  • If a person on your Invitation List or Responses List has unsubscribed after you initially sent the email to them, then you will not be able to send a follow up email to them
  • To view all invitations you have sent, click "Search and Sort" and select "Invitations" 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 recipients you want and what type of email you want to send
  • Compose your new email invitation and insert a button or link in your email for your new event (as shown in prior tutorials)
    • When you assign a new event to the email, it will no longer be a "follow up," it will be a NEW invitation
  • Send or schedule your new email invitation and the recipients will be added to your new event's invitation list

Next Tutorial: View Related Emails double_arrow

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