Configure an invitation with the Guest Manager

This guide details the key steps in creating an invitation with the Infomaniak Guest Manager.

Order of invitation creation

After creating your guest list, the creation of an event revolves around these elements:

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

Next, to customize the appearance of the invitation:

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

Next, to configure the sending:

1. name of the invited group
2. name of the organizer
3. sending email
4. language for automatic messages
5. registration deadline

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

1. subject of the email
2. filling in the content (including the insertion of variables/custom fields depending 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 activation or deactivation of the possibility of modification by the guest
2. the addition of fields such as text fields, multiple-choice questions, etc.

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

1. which contact list(s) to send the invitation to
2. number of possible authorized persons to accompany the guest (between 0 and 20)
3. display or not the guest list in the invitation email

Next, to preview and prepare the sending:

1. preview of the message, with the possibility to return to the editing of the different elements
2. activation or not of the scheduling of the sending to be carried out in the future (and if so, on which date & time)
3. activation or not of automatic reminders (and if so, on which date & time)
4. sending a quick test to the address of your choice (not deducted from the invitation credits)

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