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Create an InviteDesk event from scratch

This section provides a complete, step‑by‑step guide to creating an InviteDesk event from scratch. It walks event managers through every stage of the build process—from creating the event, configuring communication and design settings, and setting up the registration page, to adding additional pages, preparing email communication, and pushing invite lists from Salesforce. By the end, users will have everything they need to successfully build and launch a fully functional InviteDesk event.

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7 articles by 1 author

Step 1 - Create an Event on InviteDesk

This article explains the first step of creating an event in InviteDesk, covering required permissions, how to start a new event, and how to complete the details in the Data tab—including naming conventions, event information, dates, and communication settings—before proceeding to the next setup step.

Step 2 – Communication & Design Set up

This article explains how to configure the communication and design settings for an InviteDesk event, including selecting design templates, uploading banners, managing multiple communication languages, and defining sender settings before moving on to the event registration page setup.

Step 3 - Create an event registration page

This article walks through creating an event registration page in InviteDesk, including selecting the registration page layout, configuring mandatory and optional form fields, adding conditional (routed) questions, managing timing and capacity settings, and creating additional pages to complete the event website structure.

Step 4 - Create additional pages for an event

This article explains how to create additional pages for an event in InviteDesk, including adding information, agenda, gallery, and custom pages to enhance the event website. It covers how to navigate to the website editor, choose layouts, insert components, and apply best‑practice tips to build a complete, informative event site before moving on to the email communication setup.

Step 5 - Create Email Communication for your Event

This article explains how to create email communication for an InviteDesk event, covering how to select and customise email templates, edit content and design, manage languages, upload images, and follow best‑practice tips to ensure effective and compliant event emails before moving on to testing and sending.

Step 6 - Push invitee list to InviteDesk

This article explains how to push an invitee list to InviteDesk by synchronising your event with Salesforce, preparing and uploading contacts to the event’s child campaign, and ensuring the list meets InviteDesk requirements so invitees sync automatically into the platform.

Synchronize InviteDesk Event With Salesforce

Learn how to correctly synchronise your InviteDesk event with Salesforce, including all required pre‑steps, naming conventions, and GDPR‑compliant audience handling. This guide walks you through the automatic creation of Salesforce child campaigns, linking them to the correct parent campaigns, and ensuring contacts and registrants sync smoothly between systems.

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