InviteDesk FAQ

A: You only need to create the Parent Campaign. A child campaign is not required because InviteDesk will automatically create it once the event is synchronized with Salesforce. The child campaign will use the exact naming convention of your event as defined in InviteDesk. Hence it is crucial to have a good naming convention in InviteDesk.

A: Creating a Salesforce Campaign enables you to track registrations, and overall campaign performance directly in Salesforce. It ensures seamless integration and accurate reporting, reducing manual work and keeping your CRM data up to date. Additionally, it automatically pushes new leads to the event’s Salesforce campaign and the country lead queue.

A: In InviteDesk, open your event and go to the Data tab. Under Settings, enable the Synchronize event toggle. Once this is activated, make sure to publish your event to complete the synchronization. A child campaign will automatically be created within a few seconds on Salesforce with exact naming convention of your event as defined in InviteDesk. Learn more: here

A: Go to the event child campaign in Salesforce. First, update the campaign owner by adding yourself. Next, link the manually created parent campaign to this child campaign to ensure proper that leads are pushed to the correct country lead queue, proper hierarchy and reporting.

A: Yes, registration status are updated in Salesforce automatically when the event is synchronized.

A: Manual list uploads are not allowed in InviteDesk. Once contacts are uploaded to the event child campaign in Salesforce, they will automatically synchronize with the invitation list in InviteDesk.
To upload your contacts to the event child campaign, please submit your request to the Data & Targeting team using the SD Worx Segmentation Form. Note that the contact should have Event preference = True

A: Leads cannot be added directly to an invitation list. Only contacts are eligible to be synchronized to an invitation list.
However, leads who register via the InviteDesk registration form will be successfully added to the invitation list and will also be pushed to the event’s child campaign and the lead queue.

A: Contacts are synchronized almost in real-time or within a few minutes after they are added to the event child campaign. This can vary based on how big your list is. If your contacts are not synchronized within 1 hour, please notify the Marketing Automation Team: Chandni Danhoo, Matthew Smet, or Mario Medina.

A: Yes, you can add additional contacts to your invitation list by uploading them to the event’s child campaign in Salesforce. These contacts will automatically synchronize with the invitation list in InviteDesk. To upload the additional contacts to the event child campaign, please submit your request to the Data & Targeting team using the SD Worx Segmentation Form. Note that the contact should have Event preference = True

A: Yes, additional contacts will receive email communications without impacting existing recipients, provided your emails are activated and the scheduled sending time is up to date. InviteDesk automatically segments the audience to ensure that anyone who has already received the invitation email will not receive it again.

A: No, the waiting list feature is currently not yet implemented in our tenant.

A: No, this is not recommended. The sender email should always be sdworx@mail.sdworx.com to ensure proper deliverability. The “Reply-To” email address can be your personal SD Worx email address.

A: Yes, you can send multiple emails to different target groups by using the “Write New Email” template, which allows you to select specific segments. For example, you can choose the target group “Pending” to reach people who received the invitation email but have not yet responded. Learn more about the available email templates in InviteDesk here.

A: In the Email Design section of the confirmation email, enable the “Registration Details” checkbox. InviteDesk will automatically generate and include the registration details for each registrant in their confirmation email.

A: Yes, this is possible by using a custom identifier. Please reach out to Chandni Danhoo or Matthew Smet to ensure these fields are properly added to your email communication.
Default fields merge tags fields such as first name, Last name, Event details.. are available as variable in the email template.

A: No, this feature is not yet implemented in our current SD Worx InviteDesk tenant. It is currently only supported for events where different venues and locations have been added in the event settings.

A: The button toggle is available in the Email Design section for specific templates. It mostly depends on your target and email templates that you are utilizing. For example, survey button is available in the "Thank you mail" template or "Write new mail" template.

A: Forwarding an InviteDesk invitation email is not recommended because InviteDesk invitations often contain unique registration or tracking links tied to your email address. If someone else uses your link, it could cause issues with attendance tracking or registration.

A: Manually selecting everyone to send an InviteDesk email is not recommended because it increases the risk of errors, ignores audience segmentation and include the wrong audience. The best practice is to use the correct email template and schedule all communications to keep the process automated.

A: There are several common reasons why someone might not receive their InviteDesk email:
1) Incorrect Email Address: Verify the email address in the InviteDesk Invitation List.
2) Email Bounce: Check InviteDesk’s bounce report or email logs.
3) Email Blocked: If the contact previously unsubscribed or was marked as blocked, InviteDesk will not send emails to them.

A: Yes! InviteDesk will automatically send the invitation email to any new contacts you add after the initial send, as long as the event’s invitation sending period is active.
According to InviteDesk’s official documentation, any invitee added between the Start Date and End Date of the invitation flow is automatically invited within 15–30 minutes, provided that there are still places available.

A: Yes! InviteDesk allows you to resend a confirmation email to specific individual attendees.
On the invitation list, each invitee has an envelope icon, which lets you re-send a specific mail—including the confirmation email—to that individual attendee only.
Additionally, if you edit an attendee’s registration details, InviteDesk gives you the option to send a new confirmation mail during that update.
In short: You can resend confirmation emails to selected attendees without affecting the rest of the list.

A: No. InviteDesk sends reminder emails only to invitees who have not yet registered or have not declined. Anyone who has already registered is automatically excluded from receiving reminder emails.

A: The Marketing Automation Team ensures that all branding elements in InviteDesk — including header, footer, colours — comply with SD Worx brand guidelines. To maintain consistency across all events, you are expected to use the predefined templates available in InviteDesk. These templates apply the correct branding automatically.
If you need to adjust certain visual elements such as banners, you can make changes in:
Communication setup → Design
For full guidance on configuring your communication design, refer to this article.

A: Yes — InviteDesk provides a built‑in “Send test mail” feature within campaign emails. You can use it to preview your email design and content before sending it to real recipients. This feature is available when creating or editing a campaign mail, and it can only be sent to users who exist in the system. With this option, the links will not function since it will be a demo test.

You can also add yourself to the recipient list and send yourself the email to test the full flow & links if needed.

A: InviteDesk does not allow you to embed those pages directly inside the email, but it does allow you to insert the URLs into any email as a button depending on the templates you are using.

A: No. Your registration link is personalised and linked to your invitation. Sharing it will allow someone to register under your name, which is not permitted and may result in incorrect attendee data. The organiser should invite the other person directly.

A: You can view email statistics directly from the Event Dashboard.
Go to Event Dashboard → Mail statistics to see performance data for all communication emails sent as part of your event. Metrics include: Sent, Opened, Clicked, Spam, Bounced (soft & hard), and Blocked.