Tips for the Initial Invitation Setup
Internal Name: The internal name is how invitations are titled and organized internally for you and your team. Please note that it is not possible to delete an invitation after this has been sent.
After having sent multiple emails, the 'invitations' tab (on the left side of the screen) may become confusing with all the different titles. This is why it is important to have an internal name that makes sense for you and your team as for what this invitation is intended for. For example, my screenshot displayed above has the title "1st test send"
Email Subject Line: The email subject line will most likely be the first thing a guest sees and the hope is that it is compelling enough to get your guests to open it. Please find some tips below to potentially help with openings:
- Mentioning the date of the event
- Indicating the type of event: Dinner, Brunch, Gala, Fundraising etc.
- Mentioning that the invitation is personal to the guest
It is difficult to know for sure what motivates a guest to open their invitations but hopefully, the tips above can help increase the open rate of the invitation emails being sent.
From Name: This is the second thing a guest will see under the Email Subject Line. This can be your name, the sponsor of the event, or anything informing as who is sending the invitation.
Reply to Email: This is the email that will receive any direct replies or questions. If a guest were to click on Reply to the invitation instead of the RSVP button to confirm their attendance, this is the email those replies would be sent to.
Sender Email - This is an important step to set up before sending out any emails. This article goes over why and how Whitelabeling a domain and verifying an email is important. Whitelabeling your domain will also dramatically enhance the chances of increasing the deliverability of your Invitations.
Send to: From here you will be able to select to send your invitation to as many Guest Lists or as many Individual Guests as needed.
When sending to individuals, select the individual guest option from the drop-down menu and start typing in the guest name. They will only auto-populate if they are already in one of the Guest Lists that you have into your event in zkipster.
Filtered Guest Lists: Your first RSVP email will most likely be required to be sent to an entire single guest list or multiple guest lists.
Once RSVPs start coming in or guests have been checked-in to the event there may be a need to send an invitation email to different filtered statuses of your guest lists. For example:
- Send a Reminder email to all confirmed guests a couple of days before the event
- Send a Reminder to confirm attendance, to all your unconfirmed guests. However if just resending the original RSVP email to unconfirmed guests. This can also be done from the guest list screen Resending Invites function
- Send a Thank You email to all checked-in guests after the event. All pay-as-you-go events have 72 hours to access the event features and send out emails after the event has concluded
The form is Taking Responses and Form is Private: When sending a template email with a form automatically attached, the tab 'Form is Taking Responses' and the tab 'Form is Private' (both located at the very bottom when setting up the details of your invitation), will be set to 'ON'. When sending invitations through zkipster, these options should always be turned ON but it is possible to change them on the form later in the process if needed.
Please Note: All invitations sent through zkipster are specific to the guest receiving the email. The email and the form will be personalized to that guest and will not be able to be forwarded to someone else without overwriting the Main Guest's data. This article on "Setting up the Form" goes into more detail on how to prevent this from happening.
Once the invite is set up click NEXT and head to the Email Builder section to start putting together the email content.