Last updated: 9/27/18

Invite Campaigns allow the Partners of your event to refer and invite their customers and colleagues to the event (or webinar, happy hour, etc.). It is a group of up to 3 sub-campaigns made of Page, Email, and Banner ad templates. These pieces of content are sent to your Partners to make it easy for them to share and promote their participation at your Event, while driving you registrations.

Creating your Templates

The best way to set yourself up for easy and efficient success is to design and create the templates before setting up your campaign.

Start by reading this article on How to Create a New Template for each type of Invitation Content you want to use.

To set up a full-featured Invite Campaign, we will need to design and create 3 templates, one each for:

The process for creating the Page and Email templates is nearly identical, so once you get through making the first one, you'll be an expert at both. However, Invitation Banners need to be created with HTML. No worries, though! We include a default code that you can edit straight in the template editor. 

Let's fast forward and say that we've finished all of our templates. Now we're ready to launch the Invite Campaign.

Upload Partner Information

If you haven't already now would be a good time to upload your partner information. Read our article How to Import a Partner List to learn how to do that.

Pro-tip: Use the same keyword variables for different events to prevent clutter in your event.

Setting up the Invite Campaign

Once you're ready with your templates, the next step happens inside your event. So go to the 'Event' you're promoting, and click the 'Invites' tab at the top.

Click '+ New Invites Campaign' to get started.

Info

The first step of an Invite Campaign has you fill out basic information about the Campaign.

  • Name: The name of the Campaign. Your Partners (exhibitors, sponsors, speakers) will see this name - so choose something meaningful and consistent with how you communicate with them.
  • Campaign Dates: The campaign start and end dates will determine when your Partners have access to the material created. So if you'd like to disable the various pieces of collateral when it's too soon or too late, this is the place to set it.
  • Social Share Text: This text will be pre-filled in Social sharing features that will be available to your Partners.
  • Twitter Hashtags: These hashtags will be automatically included in the Twitter share feature available to your Partners. Do not include the '#' sign. Add multiple by separating them with a comma. E.g. hashtagone,hashtagtwo

When you're done filling out the Campaign Info, click 'Participants' to go to the next step.

Participants

In this step select which Partners will be included in the Invite Campaign. The campaign and related templates you select in the next steps will only appear on these Partners' Dashboards.

  • Partner Tags: Select a group of Partners by selecting the name you associated with them when they were imported. 
  • Partners: Select individual Partners to add to the campaign.

*If you leave this step blank, all partners for this event will participate in the campaign.

Invite Pages

The next step has you pick the Template you'd like to use for Invite Page. It's a one option step, you either pick the template or you don't! Once you pick the template, it will give you a preview of the content:

Note: If you select a new template or change a template while the Campaign is running, that template is duplicated before being used by the Campaign. The copied version will be used in your Campaign(s), so any edits you make to the original template will not affect this campaign.

Once you've selected your Page, click Emails to move to the next step.

Emails

The next step allows you to pick the Email Template. Again, this is optional, so just move to the next step if you aren't including an Email. 

Once you've selected your Email, click 'Banners' to move to the next step.

Banners

The next step allows you to pick the Banners Template. Again, this is optional, so just move to the next step if you aren't including any Banners. 

  • Destination URL: Set where a user will be redirected when they click on a banner when your Partners share their banners using the code provided. 

Once you've selected your Banner, click 'Review' to move to the next step.

Goals

Campaign Goals are how you let Feathr know what this campaign's goal is, and how to measure its success. 

Your Campaign Goal should be the desired action your campaign is driving. 

For example, if your campaign's Primary Purpose is attendee acquisition, then your goal is for your target Segments to register for your event. So, your Campaign Goal is your registered attendee Segment. 

To add your Goal: 

  • Click '+ Add Goal.'

There are four goal types that will help guide you to create a good campaign goal:

1. Click an ad from this campaign: the easiest of all goals! A conversion will be counted for anyone that clicks an ad shown from this campaign.

2. To Fill out a Feathr Form on a Website: A conversion will be counted for anyone that fills out a form on a specific Feathr page.

3. Visit a Website: A conversion will be counted for anyone that visits a selected web page. You can select an exact URL or just put in a URL pattern with a wildcard(*). 

4.  Enter a Segment: A conversion will be counted for anyone that enters a previously created Segment. If you have created a segment in the 'Segments' section of the app, you will be able to choose it from the dropdown menu. 

For more information on how to build a Goal Segment, check out our 'Determining a Campaign Goal' article. 

  • Set a Value. The value you set is used to calculate your estimated campaign ROI. It can be the price an attendee is paying to attend your show, the average cost to exhibit, or the value you attribute to attendees of your free-to-attend event. 
  • Click 'Exposure' to move to the next step.

Review

Take a glance at all of the options and verify they're correct, now click Finish!

Once the campaign is finished being created, you'll be taken back to the list of your Event's Campaigns. You should now see your Invite Campaign at the bottom.

You'll notice that there are a bunch of rotating arrows next to the 3 parts of our Invite Campaign. That's because when you create the campaign, all of the publishing of the various templates for each of your Partners gets started. 

Each template only takes a few seconds to make, but if you have a few hundred or thousand Partners, a few seconds can add up. Check back in a couple of minutes and you'll probably see all of the spinners turn into checks.

Note: If you want to edit the design or layout of one of the Templates in the Campaign, click on the name of the template from within the Campaign. Each Invite Campaign copies the Templates you selected during the creation process so that any edits you make only affect one Campaign.

Once the checks turn green, go check one of our Partner's dashboards and you'll see that the material is there for them to use! For more information on the dashboard, check out this article: Partner Dashboard Overview.

Common Questions

Do I have to set a budget for an Invite Campaign?
No, an Invite Campaign is included in your Feathr platform cost, and is similar to using Partner Pages, if you've used those previously. Invite Campaigns aren't ads shown across various websites like an Ad Campaign, so they don't require any budget to spend! 

Related Articles
What is an Invite Campaign?
How to Create a New Template
How to Create and Design a Page Template
How to Create and Design an Email Template
Create an Invite Banner with HTML

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