Tutorials - Invitation Manager

Manage Your Invitation List

Each time you send an invitation eCard, your recipients are automatically added to your 'invitation list.' This means that regardless of how many different invitations you send, your recipients will automatically be added to your consolidated invitation list for a specific event. This enables you to easily further correspond with all of the people you invited.

The invitation list contains information on each person you invited such as when you sent the invitation, the last time you sent an RSVP reminder, whether the person viewed your eCard and whether they responded to your invitation.

To view your invitation list, from the navigation choose Invitations > Manage Events. In the options menu next to an event, select "Invitation List".

The Invitation List - Invitations Summary Area

Invitation Response Totals

  • View in real-time how many people viewed the invitation and how many responded

Filter your Results

  • Click "Search & Reports" to filter your results, change the sort or download your invitation list into an MS Excel compatible file.

Easily Send a Follow Up eCard

  • To send a follow up eCard, click the options dropdown menu next to 'Send an eCard:' and select either all the people on your invitation list, people who did not view the eCard, or people who did not respond
  • You can then choose an eCard template you created for the follow-up correspondence or leave the option as 'none.'
  • The follow up eCard has been created with the appropriate recipients added to the address list.
    • If you did not select a template: you will be able to create your eCard as usual. You will need to select a design and compose your message.
    • If you selected a template: you will see the message screen where you can edit your eCard without affecting the original template.
  • The address and send screen will have the chosen recipients in the address list such as 'people who did not respond'. You can either send this follow-up eCard immediately or schedule it to be sent on a future date.
When you send an invitation, your recipients are automatically added to your consolidated invitation list.

thumb_up Important Notes

The follow up eCard will be easily identifiable in your Saved or Sent eCards bin. It will have the '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 (see example).

The Invitation List - Invitations Detail Area

View Individual Responses

  • Click on the response icon to quickly see the person's response.
  • Green text next to their total means they responded yes. Red text means they responded no.
  • If you enabled people you invited to bring guests, you will also see who they are bringing.
  • Click here to view an example response

View Invitation Information

  • Click the view icon next to a person's name to see when you sent the invitation and when you last sent a reminder (see example).

Add a Response / Edit Person's Name

  • Click the edit icon to:
    • change the person's first or last name. This is helpful if you sent an invitation to someone not in your address book and you want to better identify them in your list (see example).
    • click the 'Add a Response' button if you want to respond for someone on your invitation list. When you do this, the recipient will be recorded as having received and responded to the invitation. This ensures that the person will not be included on future "follow up" eCards for people who "did not" respond.

Copy the Recipients from a Prior Invitation

The instructions to copy a 'recipient list' from one event to another event is similar to the instructions for sending a follow-up eCard as described above.

Related FAQs

What is the difference between my Invitation List and my Guest List?

How do I send an event reminder?

Next Tutorial > Manage Responses

If you need additional help, please refer to our Online Help Center or complete our Priority Email Support Form.

Facebook LinkedIn Pinterest Twitter Instagram YouTube
CorpNote - eCards, Online Invitations and Online Surveys for Business
P.O. Box 565 | Fountainville, PA 18923 | 609-406-1665 | Hours: Monday - Friday, 9am - 5pm Eastern
© 2004 - 2019 CorpNote.com