When creating an event, first select the appropriate event type. This choice is important because it determines which fields and settings are pre-configured in the dialog form. Invitations, address qualification campaigns, and surveys differ significantly depending on the objective.
Event Invitation
The "Event Invitation" type is suitable for events such as press conferences, presentations, trade fairs, webinars, or other appointments where you wish to send targeted invitations.
This event type allows you to manage contact responses (acceptances and declines). You can see who intends to attend, who has declined, and who has not yet responded. This is particularly helpful for planning, as it enables you to better estimate attendee numbers and follow up with specific contacts if necessary.
You can prepare and send reminder emails to contacts who have not yet responded. This allows you to remind non-responders about the invitation without having to contact the entire recipient list again.
Address Qualification
Address qualification is primarily used to keep your database up to date. You can ask contacts to review, confirm, or - if necessary - update the data stored about them.
This is especially useful when working with large contact databases. It allows contacts to directly correct outdated addresses, incorrect phone numbers, or changes in responsibilities.
Additionally, you can ask whether a contact wishes to continue receiving information and on which topics. This feedback helps you build targeted distribution lists and better align your communication with the recipients' interests.
Surveys
The "Survey" event type is suitable when you want to gather specific opinions, assessments, or information from customers, prospects, or other target groups.
Marketing and PR professionals often face questions best answered through direct dialogue. Surveys allow you to collect such information in a structured manner.
Matrix-style questions can also be used to handle more complex inquiries. The responses can subsequently be analyzed in terms of percentages. This makes this event type particularly suitable for gathering feedback, gauging sentiment, assessing needs, or conducting internal and external surveys.
Fields in the dialog form
The selected event type determines which fields are pre-configured in the dialog form. myconvento prepares appropriate fields based on the type, allowing you to get started more quickly.
These default settings are not fixed. You can add further fields and remove or hide any that are not required. This allows you to tailor the form to the specific purpose of your event.
Summary
Choose "Event Invitation" if you wish to manage participants and track acceptances or declines. Use "Address Qualification" when you need contacts to confirm or update their details. Use "Surveys" if you want to gather structured feedback and responses that can be analyzed. The selected event type provides suitable form fields, which you can then customize to your needs.
