Forms can not only be used to collect subscribers but also for event registrations.

  • All emails, forms and pages can be completed inside Envoke without changes to your website or involving your IT team, etc.

  • The registration form is fully customizable

  • Registrants are connected to your email (marketing) database

  • Registration details can be used for segmentation for future email campaigns. For example to invite contacts who registered for an event to a future event

In the how-to video below we'll explain how to create an event registration workflow:

Event registration invitation step by step. Please watch the video above for details.

Tag

  • Create a new tag with the event's name and date.

Form

  • Create the registration form

  • Be sure to add the tag you created for the event as a hidden field

  • Embed the form on your website or host it with Envoke

  • Here are some form embed and customization tips

Create all emails

Create these emails as you would create any other email and leave them in draft mode for now (don't send them just yet)

  • Invitation email. Include a link / button to the registration form.

  • OPTIONAL Invitation reminder email to anyone who didn't register. Include a link / button to the registration form.

  • Event confirmation email. Include event details such as Zoom links, passcodes, phone numbers, etc.

  • OPTIONAL Upcoming event reminder email. Include event details such as Zoom links, passcodes, phone numbers, etc.

  • OPTIONAL Event follow up email. Add custom content such as a thank you note, recording of the event, etc.

Confirmation autoresponder

  • Create an automated message and assign the confirmation email to it.

  • Go back to the registration form and assign the automated message to it.

Testing

  • Send a test of the event invitation email to yourself and/or colleagues and register for the event, then check to be sure the event tag is assigned correctly and the automated email is sent.

Send / schedule the emails

  • Send the event invitation email.

  • OPTIONAL Schedule the invitation reminder email to be sent a few days after the original invitation email. Send it to a segment using conditions "Not tagged with event tag AND sent the original invitation email".

  • The event confirmation email is sent automatically to anyone who submitted the registration form.

  • OPTIONAL Schedule the upcoming event reminder email. The recipient list should the tag that is used to track registrants.

  • OPTIONAL Send the event follow up email. The recipient list should the tag that is used to track registrants.

Reporting

  • Registrants are tracked on the list of forms page and you can also use the event registration tag in custom segments to filter contacts.

Tip: Forms and emails can be duplicated to make it quicker to send subsequent events invitations. Be sure to update duplicated items with new tags and links.

Future development and exclusions

  • There are plans on our roadmap to automate parts of the above process for a more streamlined / quicker setup.

  • At this time there is no plan to integrate with Zoom, Eventbrite or other providers - although this will likely happen later but not part of our 2022 development roadmap.

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