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Getting Started with zkipster: A Step-by-Step Guide
Getting Started with zkipster: A Step-by-Step Guide

Beginner’s guide to using zkipster to Create Campaigns, Manage Guests, and Check-in with Ease

Juan Garcia avatar
Written by Juan Garcia
Updated over a week ago

Master the zkipster Communications Feature: From Event Setup to Campaign Review, Learn How to Effectively Engage Your Guests.

Whether you're a new user or simply looking to refresh your knowledge on creating and sending Campaigns, this article will guide you step-by-step through the process. Additionally, you'll find helpful resources on various features that can be utilized throughout this procedure.

How to Create a Campaign in zkipster

Before creating an Campaign, please ensure that you have first created an event. To do this, navigate to your Event Dashboard and click on 'Create Event'. Once you've initiated the creation process, you'll need to configure it with the appropriate event details.

For a step-by-step guide on setting up your new event, please refer to the following video:

Once your event is created, you will need to set up a Guest List to send the Campaign to your guests. Please watch the following video for a step-by-step guide on how to create and Manage a Guest List for your event:

Once your Event is created as well as your Guests, it's time to set up your new Campaign. On the Features Panel, located on the left side of your screen, locate and click on the 'Communication' feature to begin the process.

In the Communications feature, which serves as the dashboard to store your created campaigns, locate and click on the 'Create New Campaign' drop-down menu, then select the 'Create New' button to start setting up a new campaign.

Please Note: At the Enterprise level, Account Owners and users with the necessary permissions to access the 'Customization' section of account settings can create, edit, and save account-level templates for zkipster's Communications feature. These templates can be imported using the 'Import from Account Template' button.

For more information about this functionality, please visit the following article How to Create an Account Template for Campaigns.

Mastering the Navigation of Your Campaign Components

A Campaign created using the zkipster Communications feature, available on the Professional and Enterprise plan levels, is composed of various elements: a message and a form. Both components are optional, but your campaign must include at least one—either the message or the form.

The message component of your campaign can be an Email, an SMS/WhatsApp text message, or a combination of both.


The form part of your campaign can be a new Response Form or you can link an existing form that is part of a different campaign:

In this article, we'll guide you through navigating the different components of a campaign that includes both a message (Email and SMS/WhatsApp) and a Response Form.

Message

Once your Campaign is created, click on the 'Message' link at the bottom of the screen to access the message composer.

On the left-hand side, click on the 'Email' or 'SMS/WhatsApp' thumbnail to switch between the different messages you want to send to your guests.

If you want to learn more about how to personalize your message, please refer to the following articles:

If you want to learn more about how to create your message using WhatsApp/Message please refer to the following articles:

Response Form

After creating your message, click on the 'Form' link at the bottom of the page to be directed to the 'Form' section of your campaign.

On the left-hand side, you can easily navigate through the various parts of your form: the Landing Page (optional), the Form Page, and the Success Page.

Please Note: In this section, you'll be able to configure key components of your campaign. Forms can be used for collecting responses, RSVPs, and more. This article provides a detailed guide to help you understand and set up each part of the form effectively How to Navigate Through your Response Form Pages.

Confirm and Decline Messages

If you wish to send a Confirmation or Decline Email or SMS/WhatsApp message, you can enable these options in the 'Form' section of your campaign by adding or removing the messages using the thumbnails on the left-hand side:

Please Note: This section will include important information for your guests after they RSVP to your campaign. You can also create a Decline message for those who choose not to attend. This section might feature a QR code for the check-in process or provide essential details your guests will need on the day of your event. Please refer to the following articles to ensure this section is set up correctly.

Review Page: The final step before sending your Campaign

Before sending your Campaign, the 'Review' page will be the last step to follow. You will be able to double-check, amend or configure the corresponding settings that require any attention to send your email successfully.

The 'Review' page displays the settings for all parts of your campaign, including the Message (Email and/or SMS/WhatsApp), Form (if included), and the 'Confirm Email'/'Decline Email' sections. Each section requires specific settings to be configured before you can send your campaign. If any required settings are not properly configured, the 'Send' button will remain unavailable.

Please Note: Since this section is the final step before sending your campaign, it's crucial to carefully review all the information it contains. The following article provides a step-by-step guide to help you understand and make any necessary adjustments to each point on the review page Review Page: An in-depth guide.

Check-In Your Guest

zkipster app is built for quick and smooth guests' check-in and management during your event.

Here is a quick video of the zkipster App:

How to Check-in Guests

For seamless guest check-in, the zkipster app is your primary tool, offering both online and offline functionality (working offline) . Even in the event of signal loss, the app continues to operate, ensuring uninterrupted check-ins. The app is available for download on the App Store for your device.

Please Note: There are no restrictions on the number of devices you can use for check-in, and no extra charges apply for using multiple devices.

Ways to Check-In Guests:

  • Scan QR codes or barcodes for fast entry.

  • Via the guest's profile using the 'Check-in' button.

  • Swipe to check-in

  • Use the 'Relationships' icon to check in linked guests.

  • Enable Kiosk Mode for self-check-in.

  • Access the Guest Facesheet tab for easy identification and check-in.

For more information on how to check guests into sessions, please refer to this To learn how to check in guests to sessions, refer to the article here.

Scan QR codes and barcodes:

You can scan barcodes and QR codes to find and check-in guests quickly. Use the QR code reader on the bottom of the screen to scan the code.

To speed up the process, enable the ‘Check-In Guests After Scan’ mode via the app settings. Then zkipster will check guests in automatically after scanning their QR code.

Note: A continuous Check-in option is available when scanning your QR code/Barcode. When auto check-in is enabled a square icon is shown on the top bar when the camera is open. Continuous check-in is active when the three square icons are shown and off when a single square appears. Learn more about continuous guest check-in in this article.

Via the Guest Profile:

Use the Search Bar or Search Button to look for guests by name, email, plus one guest or other relevant information uploaded via custom fields. Then use the check-in buttons in the guest's profile to check-in the Main guest and any +1's.

For more information about the different ways on how to check your Guests into your Event, please refer this: How to Check-in Guests on iOS and Android devices

Useful Links

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