Send Invitation, Confirmation & Reminder via SMS

Sending alerts to your invites and attendees has now been made easy with the SMS sending feature. 

• Enable SMS delivering Method
• Sending SMS invitation to invited attendee
• Sending SMS confirmation to registered attendees by importing
• Sending SMS invitation to the speaker
• Sending SMS invitation to booth exhibitor/ booth representative
• Sending SMS invitation to the event manager
• Sending SMS invitation to the organization manager
• Event reminder SMS message

To be able to use this feature please follow these steps:

NOTE: 

• Using SMS to send the notifications cannot disable sending the email notification.
• Organizers may opt to use email only or Email and SMS as event delivering methods but cannot choose SMS only for event delivering methods
• By default invited all attendees or special roles will be receiving emails. 
• SMS service is turned off by default, the organizer will need to enable it manually
• SMS message content cannot be edited
• The SMS sender number is by default displaying +1 (938)888-8249
• SMS message support English, Traditional Chinese and Simplified Chinese content
• For new EventX users, SMS content language will be decided by the country code. For example,
  1. If the user's contact number is +86 (China), the user will receive the SMS message in Simplified Chinese
  2. If the user's contact number is +852 (Hong Kong), +853 (Macao), or +886 (Taiwan) the user will receive the SMS message in Traditional Chinese
  3. For other country code,  the user will receive the SMS message in English
• For users who signed up for an EventX account before, the SMS content language will base on the EventX platform language they choose in their account.
  For example, If the user's contact number is +852 (Hong Kong) and received the invitation SMS in traditional Chinese after he registered for the event successfully and change the platform language to English, he will receive the SMS in English next time.

Enable SMS delivering Method

Step 1: Make sure to enable SMS delivering method. To do that go to Event settings-> Basic event info-> Event delivering methods. Click Short Message service (SMS). It should turn into red.

Step 2: Don't forget to click SAVE.

Sending SMS invitation to invited attendee

To manually invite single or multiple attendees with SMS message sending.

Step 1: Go to Attendee List -> Click "Invite attendees"-> Send email/sms invitation to attendees -> Email/SMS invitation

Step 2: Type in the email address, pick the area code and add the contact number. Don't forget to tick ' I want to send SMS invitation to the user'

To add additional invite click +Add Attendee

Click Send Invite when done.

To do a bulk invite using CSV file with SMS messaging.

Step 1: Click -> Invite attendees ->import attendees directly to the event -> select CSV UTF-8 to import attendees

Step 2: Click download CSV UTF-8 Template

The template includes Name, Email, AreaCode, ContactNo and ShouldSendSms columns. If SMS need to be sent to the attendees, please fill in the area code, contact number and fill in "yes" under ShouldSendSms column.

Step 3: Upload the CSV, choose a ticket type

If choose to send an SMS message, toggle on Send Invitation Email & SMS

Click import attendee list., then the Email and SMS will be sent upon import.

Step 4: The attendee will be imported successfully if the email and contact number are valid. Attendees will receive the SMS if the organizer indicates "yes" under the ShouldSendSms column.

If the attendee's email or contact number is invalid, it will not import to the platform. Organizers can find the list under "Fail".

Event invitation SMS for Attendees

 

After clicking the event link, attendees will be directed to the event page.

Click the 'Join Now' button then it will bring attendees to the EventX Login page.

If the attendee is a new EventX user, please click 'Sign up Now' and fill in the Name, Email and set up a password with at least 8 characters for a new account and proceed.

If attendees have already signed up for an account before please move on to log in.

After attendees registered for the event successfully, they will receive the confirmation SMS.

Event confirmation SMS for attendees

Sending SMS confirmation to registered attendees by importing

Step 1: Go to Attendee List -> Click "Invite attendees"->Import attendees directly to the event

Step 2: Select CSV UTF-8 File to import attendees.

Step 3: Click download CSV UTF-8 Template

The template included Name, Email, JobTitle, Organization, AreaCode, ContactNo, City, Country and ShouldSendSms columns. If SMS needs to be sent to the attendees, please fill in the area code, contact number and fill in "yes" under ShouldSendSms column.

Step 4: Upload the CSV, choose a ticket type

If you choose to send an SMS message, toggle on Send Confirmation Email & SMS

Click import attendee list., then the Email and SMS will be sent upon import.

Step 5: The attendee will be imported successfully if the email and contact number are valid. Attendees will receive the SMS if the organizer indicated "yes" under the ShouldSendSms column.

If the attendee's email or contact number is invalid, it will not import to the platform. Organizers can find the list under "Fail".

Event confirmation SMS for attendees

Sending SMS invitation to the speaker

Step 1: After adding the name under webinar session speakers. Send the invitation alert in 2 ways.

A. An alert pops up to send the invite immediately after saving the webinar session.

B. Send invitation email in Host & Speakers tab by just clicking the send icon.

Be sure to click 'Send Message Service (SMS)' to send via SMS

 

SMS invitation for speaker

After speaker clicks the event link, if the speaker is a new EventX user, it will bring speaker to the signup page. Set up a password with at least 8 characters for a new account and proceed for activating the speaker role.

 

For the existing EventX user, once clicking the event link speakers will be directed to the login page. Please move on to login to activate the speaker role.

Sending SMS invitation to booth exhibitor/ booth representative

Step 1: Go to Edit booths-> Assign access control

Click Assign access

Step 2:  Add the email, contact number and tick 'I want to send SMS invitation to the user'

Pick the assigned role.

Click Send Invitation. 

SMS invitation for booth exhibitor

SMS invitation for booth representative

 

After user clicks the event link, if the user is a new EventX user, it will bring to the signup page. Set up a password with at least 8 characters for a new account and proceed.

For the existing EventX user, once clicking the event link booth exhibitors will be directed to the login page. Please move on to login.

Sending SMS invitation to the event manager

Step 1: On the Team management page, click +Add Team manager

Step 2: Add the event manager details such as Email and contact number. 

To send SMS tick 'I want to send SMS invitation to the user'

Click Send Invitation when done.

SMS invitation for Event Manager SMS

After you click the event link, if the event manager is the new EventX user, it will bring you to the signup page. Fill in Full Name and set up a password with at least 8 characters for a new account and proceed for activating the event manager role.

For the existing EventX user, once clicking the event link event managers will be directed to the login page. Please move on to log in for activating the event manager role.

Sending SMS invitation to the organization manager

Step 1: Login to organizer account and click "Team Management"

Step 2: Click +Add Member

Step 3: Add the event manager details such as Email and contact number. 

To send SMS tick 'I want to send SMS invitation to the user'

Click Send Invitation when done.

SMS invitation for Organization Manager SMS

 

After you click the event link, if the organization manager is the new EventX user, it will bring you to the signup page. Fill in Full Name and set up a password with at least 8 characters for a new account and proceed to activating the organization manager role.

For the existing EventX user, once clicking the event link you will be directed to the login page. Please move on to log in for activating the organization manager role.

Event reminder SMS message

When the short message service (SMS) is on, attendees who are set to allow sending SMS will receive the reminder SMS message 24 hours and 1 hour before the event live.

24-hour reminder SMS

1-hour reminder SMS