In an increasingly connected world where interpersonal relationships and business contacts are key to success, effective management of invitations to events and meetings has become invaluable. Whether in a personal or business context, the way we plan, organize, and manage invitations can have a critical impact on how we build, maintain, and grow relationships. In this blog post, we dive deep into the world of invitation management, examining proven strategies and techniques to optimize this process and revealing valuable insights into how thoughtful invitation management can lead to remarkable results on both a personal and professional level. Whether you're planning a social event or looking to build business partnerships, mastering invitation management is the first step on the path to more successful relationships and more meaningful events. ONevents offers the right tool for invitations, and we'll show you exactly how it works here.
Prepare event for invitation management #
The first step is to create a new event. To do this, create a new event in Central and select the "Invitation Code" mode under "Settings." This will always redirect you to the correct homepage.
Once an event has been created, guests can be imported. To do so, open the event and upload the users directly to the event.
Create user #
Users can be created using the user import. You can find more information about this HERE.
Set up invitation management #
After importing the people to be invited, you can set up invitation management. This is done using the "Invitation Code" tab in the "Settings" menu.
In the first fields, you can adjust basic settings for the background image and data storage. It is recommended to use the default settings. The background image can be customized.
The tabs at the bottom display views of the various invitation management statuses. All available placeholders can also be used here.
Welcome Text #
This is the home page when the event is accessed. Two placeholders can be used here.
If a printed invitation is sent, invitation codes can be generated that are linked to users. These codes can be used to initiate invitation management.
RSVP Text #
This status records the guest's feedback. Here, the guest can choose whether to attend the event, stay away, or attend with a guest. The ability to review all user data helps further improve the invitation process.
Confirmation text #
The final page of the invitation process when selecting without an escort.
A special selection of placeholders is also offered here.
Rejection text #
The final page of the invitation process when selecting “I unfortunately cannot come”.
Text not found #
This page appears when an incorrect invitation code is used.
Here you have the option to restart the process using a placeholder.
Accompanying person text #
The final page of the invitation process when selecting “with escort”.
The placeholders have been expanded to include the option to enter the accompanying person.
Final text #
The final page of the invitation process when the process has been completed.
The invitation process can be completed with placeholders for the personal greeting.
Emails in the process #
It is possible to support the invitation process with emails. For this purpose, "events" are used in an email.
When creating a new email, an event from the RSVP module can be used as the trigger event. This allows different emails to be sent for different statuses.
