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Create an Event Invitation

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The Event Module allows you to create and send Event Invitations to employees across your business. You can then use our powerful metrics to track responses - as well as target Follow-ups to invitees based on their response (for instance, sending reminders to those who haven't opened the original invite). Use the instructions below to create an Event invitation.
 

To Create an Event Invitation: 

  1. From the Home page, click 'Create New' and choose Email.
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  2. Choose a Template to use.
    Choose event invitation
    Note: You'll find Custom Templates and the Template Library below, (depending on your account/template set-up, not all options may be available on all emails).
     

  1. In the Basic Details, enter your Event Name, the physical Location details and the time & date of your event. 
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    Note: The Online Event checkbox lets you add a Presenter name and a URL; an online event does not need physical location details and is restricted to a single session.

    Finally, in Basic Details, you can set a Capacity for your event and add additional sessions.
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    Note: Registration Form is automatically enabled when you add a session.  
     

  2. Click 'Save & Edit' to complete finish creating your event.
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    Note: The Event Name is the only mandatory field when creating your event.There are additional Event creation instructions below. 

     

Additional Event Creation Settings:

Once you've chosen your template, there are additional details and settings you can add while creating your Event, before you Save & Edit. These setting appear under the following tabs:

 Event Name is the only mandatory field when creating an Event and all of the additional setting below can be updated or edited later. 
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Basic Details

In Basic Details you can enter your Event Name, the physical Location details for an event and the time & date of your event. If you have check Online Event you will see options to add online details opposed to physical details. Online events only allow for a single Session whereas you can add sessions for other Events. This provides your invitees with the option to choose the location or date that best suits them. Invitees will only be able to select one event to attend.  

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Settings
In Settings, enter your Calendar Event Description, this will appear in the recipients calendar invite. You can Edit the ICS Description for your Event later. 

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Note: Your Organiser Name and Email will appear by default but can be edited. 
 


​​​​​​RSVP & Registration

In RSVP & registration you can choose if you Require a Response from Invitees and if you want to Add a Registration Form. You can also define what the Accept and Decline buttons on the invite read and even choose to remove the Decline button to only collect accepted invitations from your invitees. Finally you can decide if you'd like your invitation to have an Expiry Date, this ensures responses to the Event don't come back after a certain date. 
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When you choose to Add a Registration Form, it will be included when you edit the event. You can follow the steps to Edit your Registration Form once you finish creating the Event. Events with a Registration have 2 Privacy settings:
  • Private Event - Only employees who receive the inviation can register.
  • Public Event - Anyone can register for the Event and you can Add the Event to your Intranet or share the link. 
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Note: The Privacy settings can be changed at any time before your live send. 



Planning
In Planning, you can set you planned send details for the Event. This will not send your Event but it will give the other users visibility of when and to who you plan to send, other users will see this in the calendar. Simply add a Planned Send Date, the group of employees you wish to send to(Tag, Saved Search or Everybody) and finally your Planned Subject Line
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Note: All of these settings can be changed when you send your event. 

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