Adding an RSVP Form to an Event

Objective

This SOP outlines the steps to add an RSVP form to an event, allowing for better tracking of attendee responses.

https://loom.com/share/594b637cffa5421892ba08e72371690f

Key Steps

1. Access the Activity Section 0:02

• Navigate to the activity section of your platform.

• You will see a list of activities, both recurring and non-recurring that have been entered.

2. Edit the Activity 0:24

• Click on the 'Edit' button for the desired activity.

• Choose to edit the entire recurrence or just the individual event.

3. Access Additional Features 0:37

• Click on 'Additional Features'.

4. Request Guest RSVP 0:48

• Select 'Request Guest RSVP'.

• Note that the 'Add Favorite' button will change to 'RSVP'.

5. Customize RSVP Questions 0:59

• The standard RSVP form includes three questions:

  • Are you attending?

  • What is your name?

  • How many people are you bringing?

• You can add additional questions if needed.

6. Manage Forms 1:08

• Go to 'Manage Forms' to view existing templates.

• Select the standard RSVP form to view or edit.

7. Duplicate and Rename Forms 1:46

• If needed, duplicate the standard form for specific events (e.g., coffee and donuts).

• Rename the duplicated form appropriately.

8. Set the RSVP Form for the Event 2:09

• Return to the activity and click 'Edit'.

• Choose the appropriate RSVP form from the options available.

9. Submit Changes 2:30

• Click 'Submit' to save the changes and set up the RSVP for the event.

10. View and Export RSVP Responses 2:40

• Hover over the three dots next to the event and click 'View RSVP'.

• Review the summary of responses and counts.

• Use the 'Export Data' button to download the information.