Activation Workshop: Optimizing Your RSVP Management

# Activation Workshop

Stop managing your most important guest lists in siloed spreadsheets and start making data-led decisions about your audiences loyalty. This hands-on workshop is designed for those who want to centralize their invite lists and track RSVP within Spektrix. While this working will be focused through a fundraising event lens, the tools can be adapted for education or marketing events as well.

You will learn how to use invitation management module in Spektrix to build a clearer view of who’s invited, who’s attending, and any notes or details necessary to their attendance at your event - all of which pull nicely into Spektrix reporting and segmentation.

By the end of the session, attendees will have worked through a live or practice event, learn how to add invitees one by one and in bulk via customer list segmentation, understand the difference between invitees and attendees, and corresponding reports on both groups.

Pre-requisites for attending:

Access to the Opportunities, Insights & Mailings, and Admin interfaces.

An instance event already set up in Spektrix, with the relevant details prepared in advance.

A customer list of about 5 customer records pre-prepared to practice bulk adding customers to your invitation.

Confirmation that the workshop Invitee and Attendee reports have been pre-loaded into your system by the Spektrix team.

A basic understanding of where your organization currently stores dietary requirements and access needs in Spektrix, for example as Customer Attributes.