Creating RSVP Invites

OVERVIEW

SnapComms’ RSVP invite is a notification tool that allows you to invite employees to your events. It allows recipients to quickly and easily respond to your invitation from their smartphone, tablet or desktop. An RSVP Invite consists of an Event, with session time(s) and optional questions (e.g. dietary requirements for a lunchtime event), as well as the ability to add text and images relating to the event.

After replying to the event invite, the recipient will be provided with an .ics file link to add the event straight into their Calendar (compatible with most desktop calendar apps and Google calendar).

CONSIDERATIONS

The RSVP Invite channel is only available with the Engage Package; for further information please inquire with your Customer Success Manager.

CREATE AN RSVP INVITE 

1. On your Dashboard click Create Content

2. Select Build your Own and choose RSVP Invite

3. Select a Theme to use with the RSVP Invite

4. Select a folder to save your content in, give the RSVP Invite a name and click on Start
   4.b Or using the Start drop-down, select Start as Organization Template

RSVP EDITOR

This section covers the RSVP Invite Settings and Editors. Refer to the numbers on the image below for locations.
 

1. Content Editor
Navigate through the different views of your Content using the tabs at the top: Content, Pop-up and Feed View.

• Content: view and edit your main content in this view.

• Pop-up: view and edit the Pop-up notification in this view.

• Feed View: view and edit the App feed content summary in this view (All or Unread).

Note: Pop-up is only available if the notification type is set to Pop-up notification (default)

In the Content Editor you can add and edit questions, pages and completion pages. To see how, scroll to the How to section of this article.

Click on Show all RSVP Invite pages to display all Survey and completion pages.

2. Designer Mode
Access the Designer mode by clicking on the Design icon:

In this mode you can Drag & Drop modules such as Images, Slideshows, Text boxes, Videos and Separators onto your RSVP Invite.

Any module dragged onto the Header, body or Footer will appear on all pages and your Completion page. Any module dragged onto the Body will appear on all pages excluding the Completion page. Learn more on how to edit your completion page here.

Note: Modules can only be added to the Header, Footer and Body. To edit your questions, see here  

3. Content Settings
Those settings are available from the Content Editor. If you are in the Designer mode, editing a page or a question, exit those first:

Set the parameters for publishing your content. They are the following:

• Targets: select who will receive this content.

• Date and time: choose when this content will be visible by recipients.

• Notification: set how, how long and how often this content will appear to recipients.

• Delivery: specify the mediums used to deliver your content.

4. RSVP Invite Settings
In RSVP Invite settings you can manage responses behavior, display/hide progress indicators and rename buttons.

• Show question number: every question will display the question number.

• One response per user: users will be able to submit their responses only 1 time.

• Allow users to see their responses in the Message History: users can see their RSVP Invite responses within the SnapComms App.

• Remove from Message History after user submit results: once submitted, the RSVP Invite will disappear from the SnapComms App.

• Allow user to download event file: users can download and save a file to add the event to their calendar.

• Event description: description of the event to be displayed in the calendar invite (body). This description is for the general event. More information will be added to the Calendar invite body according to the session selection made by the user.

• Display page counter next to Next/Previous buttons: users can see their progress in the RSVP Invite when this is enabled.

• Button Label update fields: There are 4 editable fields. By default they are: Submit, Close, Next and Previous.

5. Display Settings
In Display settings you can control how the RSVP Invite looks and displays to users (RSVP Invite respondents).

There are 4 tabs in Display settings:

1. Size and location: control the size of your Content and Pop-up (if notification type = Pop-up). Change position and display mode of your Content and Pop-up.

2. Background: control the background type (color or image) and border style of your Content. Control the background and border color and border size of your Pop-up.

3. Style: change and customize the Theme for this content.

4. Settings: rename, select a different language for content-related messages and change your Content display animation.

Add a page

For RSVP Invites that include questions related to the event you can add pages to organize and distribute your questions.

To add a page:

• Click on Show all RSVP Invite pages to display all your pages

• Hover over a question to display the Edit icon - click on it to display the question controls
  

• Locate the Add new page icon and click to add a new page
  

Note:

• If selecting the Event question the buttons to Duplicate question and Delete question are not available
• Adding a new page will create a blank question on this page. You can edit or delete the question or drag & drop questions from another page onto the newly created page.
• The RSVP Invite height is determined by the tallest page in the RSVP Invite.

Edit an Event

To edit an event, hover over the default event question "Will you be attending?" and click on the Edit icon:

This opens the right sidebar editor where you can add the Event name and one or multiple sessions depending on your event.

To change the formatting of your event title and questions, go to Display Settings and Style. Toggle ON Customize theme for this content. The question formatting is controlled by Heading 3 and applies to all questions and event questions.

You can add one or multiple sessions to your event. When adding more than one session, the default event question updates to include the session selection.
 

• Default Event question for a single-session event:

 

• Default Event question for a multiple-session event:

Event questions can be overridden by clicking on the question text and typing directly inline. Note that overridden question texts will no longer automatically reflect the RSVP event name nor be translated to the selected language under Display Settings. The original system provided question text can be restored by clearing the overridden text.

To edit a session, click to edit the event and under Available sessions, locate the session to edit. Click on the pen icon to open the RSVP session editor:

In the RSVP Session editor, you can specify a location, a start and end date & time for the event (mandatory fields) and update the time zone if required. By default, the time zone in the session is set to your preferred time zone (Profile Preferences in your Content Manager). In Preview and when viewed by the recipient on their device, the session times will be automatically displayed in the local time as set in the PC/device.

You can create multiple event sessions to choose from, in the same or in different time zones. Allow users to select more than one session to attend by using the User can attend multiple sessions toggle in the event sidebar editor. When untoggled users will only be able to select one session.

The event can be made compulsory. When Compulsory event is toggled on, the option to confirm the attendance disappears within the RSVP Invite. 

Add a question

To add a new question, click on the question directly above where you want to add your new question and locate

Add new question icon:

Your new question is added on the same page. To move it to another page or reorder within the page, use the Drag & Drop icon and drag the question to the desired location:

To add a question to an empty page, click on the page to edit and click on the icon to add a new question:

Edit a question

To start, click on the question you wish to edit. This opens the right sidebar editor where you can edit the question, change the question type, add a description to your question, specify the correct response (where applicable) and make the question mandatory (Required question).

There are 2 ways to edit your question title:

• Sidebar editing
  Within the right sidebar editor, Click to add a question title.
  
• Inline editing
  Edit the question title by clicking on Click to add a question title within your RSVP Invite.
  

To change the formatting of your question, go to Display Settings and Style. Toggle ON Customize theme for this content. The question formatting is controlled by Heading 3 and applies to all questions and event questions.

To add a description to your question, click on + Add description under the question editing field in the right sidebar editor. Once the description text box is added, the description can be edited in this box or inline directly in your RSVP Invite. The description text box supports HTML Formatting.

To remove your description, click on Remove above the description text box.

Change the question type

In RSVP Invites you can choose from 3 question types:

• Multiple choice: multiple options are offered to your employee. Only 1 response can be selected.

• Free-form answer: employees can respond to the question within the text box. Note: there is a 500-character limit to display in full in the Detailed responses report.

• Multiple select: multiple options are offered to your employees. They can select multiple responses.

To change your question type, click on the question to edit it. This opens the right sidebar editor, from where you can select your Type using the drop-down menu:




Add response options

Multiple choice questions offer multiple responses participants can choose from. Refer to the section above to learn how to change the question type.

There are 2 ways to add response options to a question:
To start, click on the question you wish to edit. This opens the right sidebar editor.

• Sidebar editing
  Within the right sidebar editor, under Responses, Click to add an option. There are 2 fields by default. Add all following options as required using the + Add response.
  
• Inline editing
  Edit the response option by clicking on Click to add an option. You cannot add a new option, use the Sidebar editor to add a response option.
  

To reorganize your response options, use the Drag & Drop icon:

To change the formatting of your response options, go to Display Settings and Style. Toggle ON Customize theme for this content. The response options formatting is controlled by Paragraph.

Delete a question

To delete a question, click on the question to delete then click on the red bin icon:

You can also delete a question from the right sidebar editor. Click on the question to delete and within the right sidebar editor click on more options and Delete question

Note:

• The question is deleted as soon as you press Delete. If you have pressed Delete by error, use the Undo button next to Preview once to bring your question back.
• The event questions (Attendance and session selection) cannot be deleted.

Edit a completion page

You can edit your completion page by clicking on the page. This opens the right sidebar editor where you can rename your completion page, add an image and add a description. The Description text box Editor supports HTML formatting.

There are 2 ways to add images to your completion page:

1. Clicking on + Add image
   The image is added between the page title and the description.
   To change how your image is displayed, use the Edit icon next to the loaded image in the right sidebar editor:
   

   Go to Size and location and disable Size to content to see more options.

2. Using the Text Editor in page description
   Place your image within the description box by using the Insert image button in the Text editor.
   To change how your image is displayed, select the image in the description text box and click on Insert image again to see more options under Size.

3. You can also resize or move your image within the text:

   

Finally, you can edit your Completion page text directly on the Content.

Note: The Add to my calendar button cannot be edited.

Preview my RSVP Invite

Preview your RSVP Invite to review your design and test your event sessions and responses selection before publishing. The Preview shows the content as it would display on employees’ screens.



To preview, click on the eye icon next to the Designer Mode or the Preview button next to Publish (or Submit for moderation if you have limited administrator permissions).

In Preview, use the sharing options to send this preview to someone who does not have access to the SnapComms Content Manager. You can share a link or send an email from the Preview page.

Publish my RSVP Invite

Once happy with your settings (Targets, Date and time, Notification, Delivery), design and RSVP Invite flow, click on Publish.
 

 
Your RSVP Invite will be published either immediately or scheduled as per Date and time.

Note: If you do not see the Publish button, you have limited administrator permissions. Submit your RSVP Invite for moderation by clicking on Submit for moderation. This content will join the moderation queue and be published by an administrator with moderation and publishing permissions.
 

View my RSVP Invite results

Once published and after participants have started answering your RSVP Invite, you will be able to see their responses and attendance by clicking on the reports icon and Success Report.