Create a mailing structure

This article describes how you create a mailing structure which is a mandatory step when you want to send out an invitation.
The mailing structure is set up to handle the invited recipients so you as an administrator can see who has accepted or declined the invitation and how many there is still left on the invitation list .

A mailing structure is set up based on one participant category at a time.
If you have several participant categories that you want to send invitation to, you have to set up one mailing structure for each one of the participant categories to be able to send each one an invitation.

This will automatically be set up when you create a mailing structure:

  1. one participant category to which you import your invitation list (IMPORT)
  2. one participant category where recipients who declines the invitation is redirected to (DECLINED)
  3. one participant category where participants who first accepted the invitation and later wanted to cancel their registration (via a link in the confirmation e-mail), is redirected to (CANCELLED)

(The participant category without any suffix is the category that contains and handles participants who has accepted the invitation)

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The above image shows the Home-page in admin for an event when a mailing structure has been created based on the participant category Participants.

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The above image shows the Invitation page where you see an expanded overview over a created mailing structure based on the participant category Participants.
The colored boxes to the right is all clickable and linked to reports for the different categories.
They also displays how many (from the left)
-are still on the invitation list (grey)
-has accepted the invitation (green)
-has declined the invitation (red)
-has cancelled their booking (yellow)

 

This is how you create a mailing structure:

  1. Log in to admin for your event
  2. Click on Invitations in the left menu
  3. Under Mailings structure, click on Add
  4. Choice of category:
    Choose if you want to base the new mailing structure on an existing participant category (choose from the drop down list) or if you want to create a new participant category
  5. Choice of behavior:
    Choose if you want the invitees to be redirected to a registration page when they accept the invitation. Note! The button for accept in the invitation must have the setting for redirecting to the registration (this is a standard setting at the accept button in Trippus standard template)
    You can also choose to autoregister the invitees when they accept the invitation and redirect them to an event page instead of a registration page.
    Note! An event page has to be created and connected to the main category in the structure.
    The button for accept in the invitation must have the setting for redirecting to an event page.
    >Read about the behavior att the button in the invitation
  6. In the field E-mail addresses for notification at unregistrations, enter one or several e-mail addresses (separated with semicolon) that will receive notifications if a participant who at first accepted the invitation , later cancels the booking doing that by clicking the link for cancelling in the confirmation e-mail.
    Note! If you want to change these e-mail addresses later you can do that in the settings of the main category in the structure. Home-view / setting wheel to the right of the name of the main category in the structure / scroll down to Possibility to send notification by e-mail in case of cancellation
  7. In the field Message for recipients which have declined you can enter a message which will be displayed to the recipients who directly declines the invitation.
    Exampel: "Thank you for your answer! Hope to see you another time!"
  8. To finish the mailing structure - click Add down in the right corner.
  9. The mailing structure is now created!
  10. Now its time to import the invitation list and after that, sending out the invitation!