Documentation

Yes. Import your contact list, create a mailer, send a test and then send to your selected list. You can track delivery, opens and clicks without using RSVP or check-in. Leave RSVP and calendar links out of your email when you don’t need them.

After signing in and completing 2FA setup, you'll land on the dashboard. Head to Event settings to configure your event name, date, time, venue, and branding. This information appears on your RSVP page and in your email templates.

Go to the Team page. Click 'Invite a new user', enter their email, set a temporary password, and assign one or more roles: Account Manager (full access), Editorial (mailers), Data Management (guests/lists), or Reports (read-only). They'll set up two-factor authentication on first sign-in.

CSV and Excel (.xlsx). Your file should have columns for first name, last name, email, organisation, and title. Column headers are matched automatically.

Guests are deduplicated by email address during import. If a guest with the same email already exists, they're skipped. You'll see a summary of imported, skipped, and rejected rows.

You can create multiple lists and assign guests to them. One guest can belong to several lists. When sending a mailer, you choose which lists to send to — each recipient gets one email per list per send.

Go to the Mailers page. Select a template from the dropdown or create a new one. Edit the subject line and content using the visual editor or switch to HTML. Use personalisation tags like {{first_name}}, {{rsvp_link}}, and {{calendar_links}}.

Before sending to your full guest list, you must send a test to at least one internal email address. This lets you verify the email looks correct in your inbox. The full send button is locked until the latest saved version has been tested.

Yes. When you click 'Send to guests', the system checks if any recipients have already received this mailer and warns you. You can choose to proceed — useful for sending to newly added guests or re-sending after changes.

For each guest and each mailer: delivery status, open count, first open time, click count, and which links were clicked. Data arrives in real time via webhooks from the email provider.

Go to Reports & export. You can filter by list and export as CSV — including invited count, opened, clicked, accepted, declined, no reply, and checked in.

Under Reports & logs → Delivery log. It shows per-recipient delivery status (delivered, delayed, bounced, blocked, dropped) with searchable filters and expandable details.

Go to the Check-in page on your phone or tablet. Search for a guest by name, email, or organisation. Tap to mark them as arrived. The checked-in count updates in real time.

Yes — from the Check-in page or Reports, export as CSV including dietary requirements.

Yes — every user must set up an authenticator app (Google Authenticator, Microsoft Authenticator, or 1Password) on first sign-in. You'll enter a 6-digit code each time you log in.

Account Manager: full access including user management. Editorial: manage mailers and templates. Data Management: manage lists, guests, and check-in. Reports: read-only access to all dashboards and exports.

The RSVP page includes a consent checkbox with timestamp. Only necessary data is collected. After the event, an Account Manager can delete all guest data from the Team page. The site stays live for 30 days after the event.

Export your final reports first. Then go to Team → POPIA section and delete all guest data. The site can stay live for up to 30 days after the event for any follow-up mailers (e.g. thank-you emails).

Yes — your mailer templates and account setup carry over. Update Event settings with the new event details, import a fresh guest list, and you're ready to go.