Collecting RSVP information, including guest name, for an invitation we are sending

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We would like to collect RSVP information from an invitation we're sending.  Please advise on how best to set up the link.
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Bone McAllester Norton PLLC

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Posted 2 years ago

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Sam Collis, Customer Support Specialist

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Official Response
Hi there!

When collecting RSVP information for an invitation the best way is to use a signup form for folks to fill out, and link to that form from the body of the email.  If you're not familiar with navigating around your signup forms, take a look at this guide here.

The first thing you'll want to do is set up member fields for the data your collecting, for RSVP forms it's a good idea to have a radio button for folks to select whether or not they'll be attending, and so that you'll be able to search for contacts attending for your records.

Once you've created or ensured you have the fields you need, head over to your Audience page, scroll down, click on the "Classic Forms" tab, and create a new form.  Now you'll want to uncheck the "hidden" fields that you'd like to be displayed on the form, add some appropriate copy and hit save.

To link to this signup form from within your mailing, you'll want to use the url: [% manage_url %] and be sure to select the new form on the "Send Test" and "Review and Send" windows from the corresponding drop-down menu.

After you've sent that mailing out, you'll be able to create a segment based on "contact information" for those have selected "yes".  

Most importantly - be sure to send yourself a test to make sure that you've got everything in place! 

You should be good but please don't hesitate to let me know if you have any follow-up questions!
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No Soliciting Bar

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Sam,

This information is extremely helpful! One question: Referring to the signup form url - where do I add this?

I want to link this to an RSVP button , how would I add this into the url? I am inputting a custom HTML for this project. 
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Grey Stepp, Support Team Manager

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Hi there!   Sorry for the delay in getting back to you here.  

You can find the URL for a signup form in the creation menu.  You just want to click the "Publish This Signup Form" button and you'll be able to grab the URL there.  Or you can use the "manage" tag that Sam mentions above.  

If you're using the Emma drag-and-drop button, you can just put that code into the URL box in the button generator.  If you're coding it out yourself, you can build out that button however you'd like and just put in that tag , [% manage_url %] , in for the URL.  That tag will be replaced with a personalized URL for each of your contacts.  

I'm not 100% sure I was understanding your question, so if I've missed something, let me know!

-Grey