Communications Templates

Find out which Campaign template option fits the correct needs for your event

Carolin Gonschorrek avatar
Written by Carolin Gonschorrek
Updated over a week ago

zkipster created templates for your campaigns to ensure the highest deliverability possible.


How to Get to the Templates Overview Screen

Hover over the "create campaigns" button on the top right corner of your campaigns main page and click on "create new" to be taken to the campaign templates overview screen:


Once you are on the template page you will see that there are different options available in zkipster, depending on your specific event requirements:

Find out more about each template option below that would work best for you.


Template Options

Email only

Choose "Email" in step 1 and "No." for step 2 if you would like to send an email on its own, with no response form automatically attached. This template works well for an initial Save The Date announcement, a quick date reminder a few days before, or a thank you note following your event.

Please note that in Step 1 you are able to choose between the zkipster custom builder; or to upload an HTML file.

You can also manually link your email to an external website, or even to a zkipster response form, via the 'Button' tab on the email composer (the button is turned off by default on email campaigns but can be switched on if needed).

Pro Tip: If you link an email campaign to a form campaign in order to create an 'artificial' email and response form set, it will behave the same way as choosing Email in step 1 and a response form in step 2. Find out how to link your form with your email campaign here.

Email + Form

Choosing an email and form allows you to create a custom online campaign with a response form automatically attached in order to collect relevant guest information ahead of your event.

This is by choosing email in step 1 and either of the yes options in step 2.

The difference between the two yes options in step 2 is whether to create a new response form, or use an existing form in zkipster.

Your guests will be able to click on the RSVP button on the email part, which will lead them to the web-based response form. On the form, they can confirm and fill out any missing guest details before submitting their response.

Please note: Though you are able to create an email and form campaign, you have the ability to separate the email from the response form if you duplicate either one of the two without the other, as needed. Find out more here.

Form only

The response form only option by itself is typically used to create a public form, either for use with an outside email client (for a mail merge) or on a separate event web page in order to collect RSVPs of guests that are currently not on your existing guest list in zkipster.

Check out this article for more information on the difference between private vs. public response forms and the different use cases for it. As mentioned above, you can also use this standalone response form option to manually link it to an email and/or WhatsApp/SMS campaign.

The difference between the two yes options in step 2 is whether to create a new response form, or use an existing form in zkipster.

Please note: Use this option if you are working with a custom HTML email in order to collect your guests' RSVPs - more details below.

WhatsApp/SMS only

Choose "SMS/WhatsApp" in step 1 and "No." for step 2 if you would like to send an SMS and/or WhatsApp message on its own, with no response form automatically attached. This template works well for an initial Save The Date announcement, a quick date reminder a few days before, or a thank you note following your event.

You can also manually link your messsage to an external website through the message composer.

Pro Tip: If you link an SMS/WhatsApp campaign to a form campaign, it will behave the same way as choosing SMS/WhatsApp in step 1 and a response form in step 2. Find out how to link your form with your SMS/WhatsApp campaign here.

WhatsApp/SMS + form

Choosing SMS/WhatsApp and form allows you to create a custom online campaign with a response form linked in your message in order to collect relevant guest information ahead of your event.

This is by choosing SMS/WhatsApp in step 1 and either of the yes options in step 2.

The difference between the two yes options in step 2 is whether to create a new response form, or use an existing form in zkipster.

Your guests will be able to click on the link provided, which will lead them to the web-based response form. On the form, they can confirm and fill out any missing guest details before submitting their response.

Please note: Though you are able to create an SMS/WhatsApp and form campaign, you have the ability to separate the SMS/WhatsApp campaign from the response form if you duplicate either one of the two without the other, as needed. Find out more here.

Email, Whatsapp/SMS + form

Choosing email, SMS/WhatsApp and form allows you to create a custom online campaign with a response form automatically attached in the email and linked in your SMS/WhatsApp message in order to collect relevant guest information ahead of your event.

This is by choosing both email and SMS/WhatsApp in step 1 and either of the yes options in step 2.

The difference between the two yes options in step 2 is whether to create a new response form, or use an existing form in zkipster.

Your guests will be able to access form through the button, image or link in the email and also through a link provided in your SMS/WhatsApp message, which will lead them to the web-based response form. On the form, they can confirm and fill out any missing guest details before submitting their response.

Please note: Though you are able to create an email, SMS/WhatsApp and form campaign, you have the ability to separate any of these components if you duplicate any of the three without the others, as needed. Find out more here.

HTML emails

If you would like to go completely off the grid and upload your own custom HTML file for your zkipster campaign, then choose the 'HTML' option under emails.

We suggest creating an HTML email campaign if you are looking for further customization beyond the provided email templates. More instructions on what is needed from zkipster's end in order to set this up can be found here.

Please note: Creating and sending HTML emails requires a technical understanding of HTML code so if you are unsure, please involve your technical staff or design team.
zkipster does not support the building of HTML code in any way. If you lack the skills to fully understand HTML and do not have anyone in your team with that knowledge, zkipster strongly encourages the use the predefined email templates.

Account Level Templates on Enterprise

On the Enterprise plan level, users additionally have the option to set up pre-designed account templates via the Account Settings which can then be chosen through the "import from account templates" option when hovering over create campaign.

You can find out more about Account Level Templates on Enterprise here.

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