Before you start building your email and form:

Choosing your Template

  • Email + Form Template: best used for private non- transferable invitations

  • Standalone Email: best for Save the Date, Event Reminders, post-event communication

  • Standalone Form: best for public event registration and HTML emails

  • HTML Email: Fully custom emails

For specific use cases of the templates, check the tutorials here.

Setting up your Email

Email Settings: In the email settings section, you will set up your email subject line, sender, and recipients. You can filter the recipients by specific guest list, session, or individual guests, as well as specific guest status.

Customizing your email: In the Composer tab, you will customize the design of your email, using each section in the menu on the right. All sections are movable and can be reordered as needed. You can duplicate the image and text sections in case you need more than one of those in your invitation email.

Pro Tip: Use the dynamic tags in the text section to create personalized email

Setting up your Registration Form

Form Settings: in this section, you can define your form as public or private, set a custom URL, or set your form to close automatically at a specific time or when your event reaches capacity.

Customizing your Registration Form: the Form Composer gives you the opportunity to change the style of your response form to make it look completely on-brand by adding text, logos, images, videos, and changing the background displayed when viewing the form on the web page.


Setting up your Response Fields: The Response Fields section of your form allows you to gather additional details from your attendees when they are RSVPing to your event, such as dietary requirements, names of their +1s, etc.

Confirmation Emails

The confirmation emails trigger automatically after a guest RSVPs (you can always turn the confirmation emails off). Similar to the email invitation, you can customize your email content, add a QR code, and relay additional event information your guests will need at the time of check-in.

Pro Tip: Add a QR code to your confirmation email, and use QR codes to check-in guests to the event.

Email Reporting and Managing Emails

Email and Form Reports

How to Resend emails to your Guests

How to Duplicate Emails

For additional tutorials on emails and forms, you can check our Help Center section on Invitations.

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