Thank you for your interest in sending beautiful EventKingdom paperless invitations and cards.
You will see how simple it is!
1. CREATE EVENT: First you choose a design or upload your own
2. CUSTOMIZE DESIGN: Here you can customize your card(s) and optional envelope etc.
2. REPLY PAGE: Here you can set the details of your event
3. RECIPIENTS: Here you can upload or add recipients and send.
All you need to do is keep on clicking NEXT and your sending will be sent in no time!
Further below, I will explain each tab of your event in more detail - sticking to the basics.
1. CREATE EVENT
Please begin by choosing a card design template you like or uploading your own design.
Each event MUST have at least 1 card.
1.1. CHOOSE TEMPLATE
Please go to any category like CORPORATE, ONLINE INVITATIONS or ONLINE CARDS and select a design.
You can also SEARCH for anything using the SEARCH option TOP LEFT.
After you choose a design you will automatically CREATE AN EVENT and be taken to the DESIGN editor.
1.2. UPLOAD OWN DESIGN
Please click top left (next to SEARCH) on the button UPLOAD OWN.
If you click on UPLOAD OWN you will automatically CREATE AN EVENT and be taken to the DESIGN editor.
2. CUSTOMIZE DESIGN
The DESIGN tab is the first tab in your event.
Here you can:
- edit text
- add images/photos
- change the card design
- add additional cards
- design your animated envelope
- upload music
and much more!
3. REPLY PAGE
The REPLY PAGE tab is the 2nd tab in your event.
The main features are to define what you are sending, e.g.:
- save the date,
- card or
- automated birthday card
and then give your event a name.
Depending on what you are sending, some features are more important than others.
LETS EXPLAIN THE INVITATION PRODUCT:
3.1. REPLY OPTIONS
Here you can choose to:
- use the EventKingdom reply options with guest management and check in services
- create a button linking to your own online registration
- remove the reply options
(The whole reply page can be removed for PRO and Enterprise plan customers upon request.)
(Cards can also be linked externally upon request.)
This section is for linking your EventKingdom event to your event on Eventbrite - in case you are selling tickets.
Please see TICKETING section for more detailed information.
3.3. EVENT DETAILS
Here is where you can add the location address and date of your event.
When filled out and saved, an INFO Page is added to your reply page with helpful links and a google map including a "directions" link.
Here you can also add additional invitations if you are e.g. organizing a wedding or corporate event with multiple invitations. A special feature here, is that you can assign invitations to selected recipients, so ONLY selected recipients SEE CERTAIN INVITATIONS.
3.4. COLLECT MORE INFORMATION
Here is where you can choose to collect information like "Company", "Job title" or "Postal address".
You can also CREATE YOUR OWN QUESTIONS and REPLY OPTIONS, e.g. for:
- dietry requirements
- bus transfers
- ID numbers
- hotel wishes
- arrival times
- etc. (whatever you need!)
Here is where you can UPLOAD or ADD YOUR RECIPIENTS and SEND.
4.1. ADDING RECIPIENTS
You as account owner should be on the list to start.
TO ADD: Please go to the button ADD RECIPIENTS - ALL OPTIONS
You can also use the QUICK ADD option to the right:
Here, please just write "name, email" e.g. "John Smith, firstname.lastname@example.org" and click return.
FIRST STEP is to add your recipients to your list
SECOND STEP is to send.
We recommend sending test sendings to yourself.
SENDINGS TO THE EMAIL OF THE ACCOUNT ARE FOR FREE
We also recommend creating at least 1 new test recipient and sending a test there.
SEND OR SCHEDULE:
Please go to the SEND button and click on INVITATION or SCHEDULE depending on if you wish to send now or schedule your sending in the future!
4.3. CONFIRM SENDING: EDIT SENDER NAME AND EMAIL SUBJECT:
Our system DOES NOT send anything unless authorized by you.
Every sending or scheduling needs to be confirmed.
Here is where you can edit the SENDER NAME and EMAIL SUBJECT for each sending.
4.4. SEND MESSAGES AND REMINDERS
After making your first sending, the new MESSAGE option will appear in the SEND DROPDOWN.
Messages can only be sent to recipients AFTER they have been sent an invitation or card.
4.4.1. GROUP MESSAGES:
To send GROUP MESSAGES like REMINDERS, please go to SEND and then choose MESSAGE.
- You will be able to choose a group to send to, e.g. "delivered", "viewed", "accepted" etc.
- You can also filter your list first, select all and then go to SEND / MESSAGE
- You can also use the select checkboxes to the left of each recipient to select multiple recipients and send a message to them.
4.4.2. SINGLE MESSAGES
If you wish to send SINGLE MESSAGES, please use the select check box to the left of each recipient and then go to SEND / MESSAGE.
Messages from recipients, who LEFT MESSAGES ON THE REPLY PAGE, are collected on the tab MESSAGES.
The MESSAGES tab appears after the first message was sent - either by you or one of your recipients.
5.1. CHATTING WITH YOUR RECIPIENTS
The MESSAGE tab is where you can chat with each recipient.
5.2. MANAGING CONTACT DATA YOU REQUESTED ON REPLY PAGE
The MESSAGES tab shows the REPLY STATUS for each recipient at first glance.
To see WHAT INFOS the recipient has otherwise filled out, please click the small ARROW next to the reply status.
There are many functions and tools which we have not described in this HOW IT WORKS article.
Please use the FAQ SEARCH for any further questions you might have.
We offer telephone support for PROFESSIONAL and ENTERPRISE CUSTOMERS.
We look forward to working with you!
Your EK Team