This guide details the key steps for creating an invitation using the Infomaniak Guest Manager.

Invitation creation order

After creating your guest list, creating an event involves the following elements:

1. a name for the event
2. a date and time for the start of the event
3. a date and time for the event end (optional)
4. check guest access during the event using a QR code (optional)
5. location of the event
6. an event type (opening, birthday, meal, etc.)

Next, to customize the invitation's appearance:

1. a logo
2. a banner
3. the colors

Next, to configure sending:

1. Name of the invited group
2. Name of the organizer
3. Email address for sending
4. Language for automated messages
5. Registration deadline

Next, to complete the content of the invitation email and the event registration confirmation email:

1. Subject of the email
2. filling in the content (including inserting variables/custom fields based on the recipient)

Next, to customize the information requested during event registration (if the person accepts the invitation by clicking the button in the email):

1. the pre-filled fields (name, first name, email address) and whether or not to enable the option for the guest to edit them.
2. the addition of fields such as text fields, multiple-choice questions, etc.

Next, to configure the recipients and any accompanying persons/spouses:

1. to which contact list(s) should the invitation be sent?
2. number of people allowed to accompany the guest (between 0 and 20)
3. show or hide the list of guests in the invitation email

Next, to preview and prepare the sending:

1. Preview of the message, with the option to return to editing the various elements.
2. Enable or disable the scheduling of the message to be sent in the future (and if so, on what date & time).
3. enable or disable automatic reminders (and if so, set the date and time)
4. send a quick test to the email address of your choice (this will not be deducted from your invitation credits)

The invitation creation can be saved as a draft at any of these steps and you can return to its editing mode at any time from the main page: