Events · Step 3 of 5

Invite donors and track RSVPs

Build the invitation list and record how each donor replies.

Intermediate

1. Open the roster

Select the event and click Invitees & RSVP.

The Actions panel of the event roster with Add Invitees outlined, above Remove Invitees, Create HTML Invitation and Email Invitation

Add Invitees (A) opens a picker to choose donors from your database. Remove Invitees (B) takes them off the list again.

2. Track the replies

The invitee table listing donors with their RSVP status and party size

Each invitee carries an RSVP and a party size.

RSVPMeaning
InvitedAsked, no reply yet
AcceptedComing
DeclinedNot coming
TentativeMaybe
No ResponseAsked and chased, still nothing

Party size is how many people that invitation covers, including the donor. It cannot exceed the event's guest limit, which is what keeps your headcount honest.

3. Invitations

Create HTML Invitation builds an invitation from your template, which you can preview and print or paste into your own email. Email Invitation sends it directly, if email is configured in Settings. Check Delivery then reports whether it arrived, bounced, was blocked or was reported as spam. What it can tell you depends on your provider and plan — see Create an HTML receipt for the differences between Resend, Mailgun and SendGrid.