Tips for the Initial Invite Setup
Internal Name: The internal name is how invites are titled and organized. Please note that it's not possible to delete an invite after it's sent.
After sending multiple emails, and making copies the invitations tab may become confusing with all the different titles. This is why it's important to have an internal name that makes sense for you and your team as for what this invite is intended for. For example my screenshot 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's compelling enough to get them to open it. Some tips here to potentially help with openings:
- Mentioning the date of the event
- Indicate the type of event. For example: Dinner, brunch Gala etc.
- Mentioning that the invitation is personal to the guest
It's difficult to know for sure what has a guest open up their invite but hopefully the tips above can help increase the open rate of the invites 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 invites.
Reply to Email: This is the email any direct replies or questions are sent to. If a guest were to click on Reply to the invite instead of the RSVP button, 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. Bottom line, if increasing the deliverability of invites being sent is important to you, get this done.
Send to: From here select to send to as many lists or individual guests as needed.
When sending to individuals, select the individual guest option from the drop down and start typing in the guest's name. They will only auto populate if they are already one of the lists in the event.
Filtered Guest Lists: When initially sending an RSVP email it will most likely require being sent to the entire guest list or lists.
Once RSVPs start coming in or guests have been checked-in to the event there may be a need to send to different filtered statuses of the guest lists. For example:
- Send a Reminder email to all confirmed guests a couple days before the event
- Send a Reminder to RSVP to all 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
Form is Taking Responses and Form is Private: If sending a template email with a form automatically attached the Form is Taking Responses and if the Form is Private tabs will be set to ON. When sending invites out through zkipster these options should always be turned ON but it's possible to change these options on the form later in the process if needed.
Please Note: All invites sent through zkipster are specific to the guest receiving the email. The email and the form will be personalized to that guest and won't 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.