Knowledge base

This guide helps you quickly use the essential functions of the Infomaniak Guest Manager. The tool includes all the features you need to create and manage online invitations. 

Getting Started with the Tool

Learn how to create an event, send your invitations, and track participation in real-time.

Specific Guides

• Configure an Invitation - Key Steps
• Manage Contacts
• Send Invitations from a Custom Address
• Difference between Invitations and Ticketing
• Credit Prices

If you encounter any issues, please consult the knowledge base before contacting support.

This guide describes the differences between the Infomaniak Ticketing tool and the Guest Manager tool.

What is the nature of your event? 

• If you are organizing a one-time private event, such as a birthday party, a general assembly, or a graduation ceremony with a well-defined guest list, use the Guest Manager.
  • This tool allows you to create an event, invite specific people of your choice, and track their registrations and attendance.
• On the other hand, the Ticketing tool is better suited for events open to the general public or for those where anyone with the link can buy tickets.

	Infomaniak Ticketing	Guest Manager
Issues tickets
Personalized tickets	Optional
Paid tickets available
Requires a known guest list	You don't choose the guests	Recipient email addresses are mandatory
Purchase available for anyone with a link		No link is generated; everything is done via email
Only guests can respond to the invitation
Tickets for multiple events
Possibility to offer multiple dates
Form to fill out
Registration tracking feature	You can retrieve the customer list
Creates a link to purchase tickets
Sends a direct invitation to book tickets

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

Invitation Creation Order

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

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

Next, to customize the appearance of the invitation:

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

Next, to configure the send:

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

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

1. email subject
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 on the button in the email):

1. pre-filled fields (name, first name, email address) and whether or not to enable editing by the guest
2. adding fields such as text fields, multiple-choice questions, etc.

Next, to configure recipients and possible accompanying persons/spouses:

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

Next, to preview and prepare the send:

1. preview the message, with the possibility to return to editing various elements
2. enabling or disabling the scheduled sending for the future (and if so, on what date & time)
3. enabling or disabling automatic reminders (and if so, on what date & time)
4. sending a quick test to the address of your choice (not counted against invitation credits)

The invitation creation can be saved as a draft at any stage, and you can return to editing it at any time from the main page:

This guide explains how to manage the email address used to send your invitations with the Infomaniak Guest Manager tool.

Introduction

• Any of your email addresses can be specified for sending invitations from the Guest Manager.
• There will be no issues with an email address already configured for use with Infomaniak.
• For an email address from a generic domain such as outlook.fr or gmail.com, the email address no-reply@infomaniak.com will automatically be used as the replacement sender address, and the same applies for all domain addresses where you cannot modify the SPF (see below for more details).
• However, any replies will still be sent to the email address you specified.
• For an email address on a custom domain not yet configured to work with Infomaniak and where you have access to the DNS zone, please refer to the guide below to add the appropriate SPF.

Specify the sender email address

The email address from which your invitations will be sent must be entered at the first step of configuring your invitations (after creating your subscriber lists):

Depending on the specified email address, a popup will appear when you click Next, warning you that the SPF must be correctly configured for the emails to be sent from the specified address. If not, the invitations will be sent from no-reply@infomaniak.com.

You can still review and modify the address at the last step by clicking on the pencil icon:

Add the Infomaniak SPF to the DNS zone

If you want to use a custom email address to send invitations, you need to verify and, if necessary, modify the SPF record of your domain to allow Infomaniak to send emails on your behalf. 

Please refer to this guide, especially the chapter “Adding multiple SPF records” to avoid replacing your SPF, but rather to add the Infomaniak one: v=spf1 include:spf.infomaniak.ch -all

This guide explains how the credit system of the Infomaniak Guest Manager tool works.

Introduction

• Guest Manager credits are independent from credits of other products like the Newsletter!
• Infomaniak applies a progressive discount on credit purchases.
• For an up-to-date list of prices, please visit the Guest Manager pricing page.

Credits for Sending Invitations

You start with 200 free credits. 1 credit corresponds to 1 guest or 1 accompanying person.

If you send, for example, 100 invitations and allow 1 accompanying person per guest, a total of 200 credits will be used.

The credits have an unlimited validity period. 

Automatic reminders are free and do not use your credits.

View Credits

To access the credits page:

1. Click here to manage your product on the Infomaniak Manager (need help?).
2. The number of available credits is displayed on the left:
   
3. Click on Add Credits to get the prices and credit history:
   

This guide explains how to create, import, and manage contact lists in the Infomaniak Guest Manager.

Introduction

• It is possible to import a contact list
  • of up to 1,000 entries
  • in CSV format or an existing list on Infomaniak (Ticketing only — Newsletter + Contacts (vcard contacts.infomaniak.com) excluded)

Create a contact list

The contacts in the Guest Manager are independent of your events. The list can be created and used for multiple events:

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click on Create a list:
   
3. Click on the Add button.
4. Enter a name for your first contact list.
5. Click on Confirm:
   
6. Read and accept the terms of use regarding the import of existing email addresses.
7. Choose the method to create your list:
   1. From a CSV file that you can upload from your computer (a sample file can be downloaded from the same page to help format the data)
   2. From an existing list — if you have already created contact lists
   3. Automatic import from the Infomaniak ticketing tool
   4. Add a single contact by manually entering the email address, first name, and last name
      

Merge multiple lists

To combine contacts from multiple lists:

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click on Manage:
   
3. Click on the action menu ⋮ to the right of the list you want to keep (the list to be merged).
4. Click on Merge:
   
5. An assistant allows you to select another list among your contact lists, which will be archived after its content is merged into the list that remains (the assistant displays a preview of the expected effects and changes).
6. Confirm the merge after verification:
   

Export a contact list

To obtain a CSV file of your contact list containing the visible information when you display the list in the Manager interface (information fields including contact creation date):

1. Click here to access the management of your product on the Infomaniak Manager (need help?).
2. Click on Manage:
   
3. Click on the action menu ⋮ to the right of the list.
4. Click on Export:
   
5. Save the .csv file to your device.

Add contacts, delete addresses, etc.

From the same menu as above, it is possible at any time to add contacts to an existing list or delete them, duplicate lists, etc.