Guide to Communications Feature in zkipster
Welcome to zkipster! This guide will walk you through everything you need to know about creating and managing your campaigns successfully inside zkipster’s Communications feature.
Whether you are sending RSVP invitations, event reminders, or general follow-ups, these steps will ensure smooth communication with your guests.
Before You Begin: Pre-Campaign Setup
Before starting to create your campaign, please ensure that the following things are set up properly on your zkipster account:
Whitelabel Your Email Domain: Verify your domain and email address(es) in order to send on-brand email campaigns via zkipster (and avoid your emails landing in spam).
Need help? Watch our tutorial on whitelabeling your domain.
Check Your SMS/ WhatsApp Credits: Ensure that you have enough credits for sending SMS and/ or WhatsApp messages. Credits can be purchased via the ‘Plans & Billing’ section of your Account Settings.
Set Up a Custom URL: Enterprise users can configure a custom domain for their response forms to create a fully on-brand guest experience. Read this article to learn how to configure custom domains.
Step 1: Choose Template and Channel
zkipster allows you to send campaigns through email, SMS/ WhatsApp, or both! You can send standalone emails/messages or choose to pair them with a response form for RSVP campaigns.
Start by selecting your preferred template and choosing your communication channel(s).
Email/Message + Response Form: best used for invite-only, non-transferable event registration
Email/Message: usually used for reminders, save the date, or other non-rsvp communication. The template has an optional RSVP button and could be used for more advanced campaign cases. You can find a few examples here.
Response Forms: Typically used for public events or together with the HTML template
HTML Email: Used for highly customized email campaigns, usually linked to a response form
Read This: Campaign Templates Available in zkipster
Best Practices:
If you’re undecided, use email for detailed messages and SMS/ WhatsApp for final updates or reminders before the event.
Craft event reminders and pre-event communication early on and schedule when campaigns are to be sent out.
Step 2: Setup Recipients and Campaign Message
Each section of the campaign includes settings and customization options to tailor your event communication.
In the Campaigns Settings:
Define the subject line of your email campaign, email sender, and recipients
Segment your recipients by guest list, specific session, and/or guest status
For email campaigns enable email CC to copy additional recipients (and BCC to send a blind copy to your zkipster users)
Watch this:
Compose your message:
Add event information using the text section, images, and design elements (Add to Calendar, Social Share Icons, etc.)
Drag and drop the composer sections to reorder your content as needed.
Duplicate any image or text sections if you need to include more content, like footer or additional images
Use the dynamic tags (e.g., {First Name}) in your text for a personalized touch.
Use the attachment option to include images to SMS or WhatsApp campaigns
Watch this:
Learn more:
- Email Campaigns in zkipster
- SMS/WhatsApp Campaigns in zkipster
Best Practices:
Thoroughly preview and test your emails and SMS/ WhatsApp messages before sending them out to your guests to ensure they look and feel as intended.
Make your event email, SMS, and WhatsApp messages stand out with dynamic personalization and engaging content.
Use the filter option in your email settings to send different communication to your guest groups .
Follow email best practices for higher deliverability. You can read this article to learn more about how to improve your campaign deliverability.
Step 3: Setting up Your Registration Page
The response form includes three main components: a Landing Page, a Registration Form, and a Success Page. The Landing Page is optional and usually used in conjunction with the relationship function or public events to provide information about the event prior to the registration process. The Registration Form is where participants complete their registration. Finally, the Success Page offers an opportunity to share important details about the event, include calendar options and share what to expect next.
Your Registration Page Setup
1. Form Settings:
Choose between a public or private registration form: If you are using an email+form template, we recommend keeping your form private and instead creating a separate form-only campaign to use as public.
Set your custom URL for a complete on-brand experience (Enterprise plans only).
Schedule for your form to automatically close and compose a closing message.
Learn more: How to Configure your Form Settings
2. Form Customization:
Add logos, text, images, or even embed videos to make your form more engaging
Customize the form background to align with your event theme.
Learn more: How to Customize your Response Form
3. Response Fields:
Ask for important attendee details such as dietary preferences, guest names, travel, and accessibility requirements, or any other additional information your event requires .
Read this: How to Manage your Response Fields
Best Practices:
Turn your response fields into questions via the ‘Display Name’ option on your form while keeping the field names short and concise inside your zkipster event.
Make your fields required to ensure guests provide the necessary information.
Use conditional logic to request more information based on your guest's responses.
Step 4: Event Confirmation Message
After registration, you can send automated confirmation or decline messages to your guests. This is a perfect opportunity to share additional event information, such as the start time, check-in instructions, or a detailed event program.
The confirmation message includes the same customization options as your initial email invitation. This is a great place to also include:
Add to calendar button
If your event includes sessions, include the session information
QR codes to streamline the check-in process
Best Practices:
Use the Add to Wallet option so guests can add the QR code to their digital wallets.
If your registration form includes a decline button, set up a decline email including some of your upcoming events or recent updates.
Step 5: Campaign Reporting and Reminders
Conveniently analyze your email and form performance and send event reminders to confirmed guests
A. Campaign Reporting
After sending your campaign, track its performance via the reporting dashboard:
View delivery statistics:
Email reporting will show your delivery and bounce statistics (e.g., open rate, click rate, delivered, bounced)
Form reporting will show all of your Confirmed or Declined submissions and whether a Confirmation (or Decline) email has been sent
Filter reporting columns by latest activity, name, email, or status
Analyze RSVP trends to make data-driven adjustments for future events:
Form reporting will include the name of the guest who has RSVP’d, the date and time of their latest RSVP activity, current RSVP status, and who submitted their response
Export email and RSVP report information as an excel or CSV file
B. Event Reminders
Increase attendance by sending reminder messages to confirmed guests.
Send an event reminder via email, SMS/WhatsApp, or both.
💡 Best Practice: Send reminders 1-2 days before the event with essential details, such as the event location, start time, and a map link.
Step 6: Post-Event Survey
Gather valuable feedback after your event with a post-event survey.
Create a post-event survey using a Response Form.
💡 Best Practice: Send the survey within 24 hours of your event while it’s still fresh in your guests’ minds.
💡 Pro Tip: Prepare your survey ahead of time so it’s ready to go immediately after the event.
Additional Resources
For more detailed tutorials and FAQs, visit our Help Center on Campaigns.