Set up an invitation with the Guest Manager

This guide details the key steps to create an invitation with the Guest Manager Infomaniak.

Order of invitation creation

After compiling your guest list, creating 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. deadline for registration

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 the insertion of 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 allow the invitee to modify them
2. the addition of fields such as text fields, multiple-choice questions, etc.

Next, to configure the recipients and any potential guests/spouses:

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

Next, to preview and prepare for sending:

1. preview of the message, with the possibility to go back to editing the different elements
2. Enable or disable scheduling the sending for a future date and time (and if yes, when)
3. activation or deactivation of automatic reminders (and if so, on what date & time)
4. sending a quick test to the address of your choice (not deducted from invitation credits)

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