How to Create an RSVP Form


This article will guide you through the process of creating an RSVP form, and sending it to your existing contacts. We will also cover how to draw reports so that you can see how many people have replied, and if they have chosen any options on the RSVP form (e.g. meal preference).


Step 1: Create New List

Create a new contact list. Fill in all the details, and name it so that you will know that it's for this event's RSVPs (e.g. "December Cocktail Evening").


For more info on how to create and manage lists, please read our Lists article.

Step 2: Create Subscription Form

If you need to include a meal option, or any other field for gathering information specific to your event, you will have to create a custom field for that info before making the subscription form.

Create a new subscription form, and link it with the empty list you created in step 1. Name your subscription form something relevant and easy to remember (e.g. December Cocktail RSVP).

List Linking

Step 3: Compose Your Email

Now that you've made the new list and subscription form for your event, you can go on to creating an email.

If you need step-by-step guides on how to create an email using any of our composition options, please read the Email Creation section of these help documents.

While you are composing your email, you will need to include a link to the RSVP subscription form you created earlier. Use the WYSIWYG editor to insert a URL link. Now, when your contacts respond, they will click on the link and go to the RSVP subscription form.


Once you have created the email invitation, make sure you send this email to a list of existing contacts, not the empty list you created earlier. Now, when the contact accepts the invitation, they will be added to the new list.


To check which contacts have accepted your invitation, and joined the new list, go to Contacts > Export. Now, follow these steps:

  1. Choose the new list ("December Cocktail Evening" in this example).
  2. Click View.
  3. Select the custom fields (e.g. RSVP and Dietary Requirements).
  4. Click Export Data.

This will give you a report with the contacts who have responded, whether or not they will be attending, and what their dietary requirements may be.

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