7. Invite and Publish

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Posted by Dan Rutledge


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Posted by Betsy Lytle on Tue May 16, 2017 1:23 PM EST
Hi Melanie,
The default setting is to send an automatic email reminder two days before the date someone has signed up. To view this setting, please go to SignUpGenius.com and log in to your account with your email address and password. Click the pencil icon to the right of your sign up to edit your sign up. Go to: Step 5: Settings to view the reminder email setting under the Miscellaneous Preferences. If you make any changes to this area, remember to click the Update button at the bottom of the screen to save the changes.

If you choose to have reminders go out, this will happen automatically.


Posted by Melanie Smith on Tue May 16, 2017 10:42 AM EST
Does the site automatically send a reminder? I can't find where I set up the reminder. I do see where I can send an email to the group. Is this what I have to do to send a reminder?


Posted by Betsy Lytle on Sun Mar 19, 2017 3:55 PM EST
Hi White Oak Fitness Center,
If you have assigned a group to your sign up that contains email addresses, anyone in the group who has an account will be able to view the sign up under the 'Invited To' tab on their account page even if you have not sent invites. To prevent people from signing up before you are ready, you can add an access code to your sign up.

To do this, log into your account. From the Created tab, click the sign up you are working with and when you view the sign up, locate the Administrator's Toolbar at the top of the page. Select Edit Content. Go to Step 5: Settings, and under Advanced Settings turn On Enhanced Security. From here, check the box to 'Require my users to enter an access code to view my sign up'. Enter the access code you wish to use. Remember to select Update to save this change.

The only people who can access the sign up are those who have the access code.


Posted by White Oak Fitness Center B74 on Fri Mar 17, 2017 8:48 AM EST
I have people signing up in the time between me making the link live and when I actually send it out. I am not sure how they are getting the link but they are signing up instantly. How can I prevent this.


Posted by Betsy Lytle on Fri Mar 10, 2017 8:23 PM EST
Hi "Donations Suited for Change,"

Yes, we are happy to assist you with this if you contact us directly at http://www.signupgenius.com/help.


Posted by Donations Suited for Change on Thu Mar 9, 2017 8:07 PM EST
We are using SignUp Genius (SUG) in an open mode, where we publish the link to the sign up on our website. Unfortunately, we have someone who is being maliciously signed up by a third party without his consent.

Is there a way to "blacklist" an e-mail address so that it cannot be used to sign up?


Posted by Betsy Lytle on Mon Feb 13, 2017 9:32 AM EST
Hi Michelle,
You can view the details of emails sent from your account at any time. On the left side of the account page select *Messages*. Click the *Dashboard* tab to view recently sent messages. Select the *Message Details* icon to the right of the email that you want to review.

Select *Message Details* to view the email text that was sent. Click *Message Analytics* to view the list of email addresses to whom the invite was sent and check for any emails that bounced. You can sort the list to bring the bounced emails to the top by clicking the 'Status' header.


Posted by Michelle Tapley on Sun Feb 12, 2017 4:54 PM EST
how do i find out which emails bounced so I can correct them?


Posted by Betsy Lytle on Fri Jan 27, 2017 7:47 AM EST
Hi Patricia,
If you didn't receive our response to your support request, you may want to check your spam folder. The web button will automatically link to your index page showing all active sign ups in your account. If you prefer to post the link to a specific sign up, you can do that instead.

To find the link to your sign up once it is published, go to SignUpGenius.com and log in with your email and password to the account where the sign up was created. When you view the account page, you will see the tab for Created and will be able to view your sign ups created on that account. Click on the image or title for your sign up. When the sign up page displays, copy the URL from your web browser address bar. This is the unique link to your sign up. Copy and paste this link to post to your website.


Posted by Patricia Garansuay on Thu Jan 26, 2017 12:36 PM EST
My signup is complete and, embarrassing to admit, I was able to add a "button" to my website that took students to the signup but now I can't remember how to do it. I read that there was supposed to be a link on my "account" page but I don't see one. Can anyone help?


Posted by Betsy Lytle on Mon Jan 16, 2017 8:08 PM EST
Hi Bob and Peg,
To find the link to your sign up once it is published, go to SignUpGenius.com and log in with your email and password to the account where the sign up was created. When you view the account page, you will see the tab for *Created* and will be able to view your sign ups created on that account. Click on the image or title for your sign up. When the sign up page displays, copy the URL from your web browser address bar. This is the unique link to your sign up.

If you would like to shorten the URL, you can use a URL shortening service such as Bitly or TinyURL.


Posted by Bob & Peg Adams on Mon Jan 16, 2017 5:15 PM EST
How do I get people to sign up for my event using direct mail rather than email?


Posted by Betsy Lytle on Wed Jan 4, 2017 12:17 PM EST
Hi Nora,
Anyone who can access the sign up onlline can send out the link with their own email program.

When the sign up page displays, anyone can copy the URL from their web browser address bar. This is the unique link to the sign up. They can copy and paste this link to give out in emails or however they wish to distribute it.


Posted by Nora Margolis on Mon Jan 2, 2017 6:12 PM EST
how do i let others beside the administrator invite more people to my signup


Posted by Betsy Lytle on Wed Dec 7, 2016 7:32 PM EST
Debbie,
Yes, you can copy and paste the link into your electronic invitation instead of sending invites from our site. When you are ready to take the sign up live, click the option to *Take my sign up live but don't send emails*. The next page will show you the URL link in orange. Just copy the link from here and you can post it to the website.

If you ever need to locate the link again, just log into your account and click on the sign up. The URL in your web address bar is the unique link to the sign up.


Posted by Debbie Dorsey on Wed Dec 7, 2016 5:57 PM EST
How do I get a link to the signup page without sending it via email. I want to include the page/link in an electronic evite for the entire event, not a separate email. Can this be done?


Posted by Betsy Lytle on Mon Nov 28, 2016 7:50 PM EST
Hi Margie,

To send an email to those who have not yet signed up, go to the *Created* tab and locate the sign up.
Select *Send a Message* from the *Administrator Toolbar*.
Select *Email people participating in a sign up*.
Click the white *Select People* button.
Select the option for:
*The people who have NOT signed up

If your sign up is an RSVP format, select the option:
*People with a specific RSVP Response* and then check *No Response*

Click *Ok*.

From there, you can choose *Preview & Send* or *Save Draft.*


Posted by Betsy Lytle on Mon Nov 28, 2016 7:46 PM EST
Hi Redeemer OPC,
You can export the email address of those who signed up by clicking *Reports* on the left side of the account page. You will create the *List of Sign Ups for Export to Excel* and choose the option to *Select all fields* for the most comprehensive report. Export to Excel and copy the column of email addresses only.

Click *Groups* on the left side of the account page and click *Edit* next to the group where you wish to add email addresses or create a new group. Scroll to the bottom of the page and paste the column of email addresses in the text box. Click *Update Group* to save the change. Any email addresses already in the group will not be added again.


Posted by Margie Lindberg on Sun Nov 27, 2016 9:55 PM EST
How do I send a reminder email to those who have not responded?


Posted by Redeemer OPC Ada, MI on Sun Nov 27, 2016 5:41 PM EST
How do I get the emails from different events into one "address book" in my account?


Posted by Betsy Lytle on Wed Oct 12, 2016 1:35 PM EST
Mrs. Aspenwall and Mrs. Moore,
An email will not be sent to your group upon updating your sign up unless you check the box to send a notification.


Posted by Mrs. Aspenwall and Mrs. Moore on Tue Oct 11, 2016 4:29 PM EST
does everyone on my list get an email if I update the quantity? Is there a way to not have an email sent out?
Thanks


Posted by Betsy Lytle on Wed Oct 5, 2016 3:51 PM EST
Hi Toni,
Taking a sign up "live" is the same as publishing it. You are unable to send invites without publishing the sign up first. However, you can manually lock your sign up to prevent anyone else from accessing your sign up before you are ready.

To do this, log into your account. From the *Created* tab, click the sign up you are working with today. When you view the sign up, locate the Administrator's Toolbar at the top of the page. Select *Edit Content*. Go to *Step 5: Settings*, and under *Advanced Settings* turn *On* Enhanced Security. From here, check the box to 'Require my users to enter an access code to view my sign up'. Enter the access code you wish to use. Remember to select *Update* at the bottom of the page to save this change.

To do a "test run," publish the sign up and instead of inviting the entire group, send the invite only to yourself.
When you are ready to send invites to your group, log in to your account, click the *Created* tab and click to view the sign up.

Select *Send a Message* from the *Administrator Toolbar*. Choose to *Invite People to a Sign Up*. Click the white *Select People* option and you can choose to *Manually enter emails* or *Import emails from my provider*. Click *OK*. You can then enter the email text and choose to *Preview & Send* or *Save Draft* The email addresses will also be added to the group associated with that sign up.


Posted by Toni Goodwin on Tue Oct 4, 2016 4:44 PM EST
i was wanting to do a test run to see how this works....i got all the way thru with no issues then got to the button that said "click to go live and send emails". what does that mean to "go live"? can i just send emails and not "go live"?


Posted by Betsy Lytle on Mon Sep 5, 2016 8:42 AM EST
Hi Catherine,
Good question! When you are sending out invites or emails from our site, each email is actually sent individually to the user. This helps protect privacy and ensures that users will not be able to see any recipient email addresses.


Posted by Betsy Lytle on Mon Sep 5, 2016 8:26 AM EST
Julia,
If you are editing the slot quantity and help comment for all of your dates and times, you can simply click 'Edit' next to the name of the slot in Step 4 and make your changes. If you need to make changes for only some dates/times, it is a bit trickier. We are happy to help you if you contact us directly via the "Help" menu at the top of the page.


Posted by Catherine Springman on Sun Sep 4, 2016 9:20 PM EST
If I manually enter email addresses to send out the invite, will everyone on the list see each other's email addresses? If so, is there a way to change that so not everyone sees each other? I want to respect privacy. Thank you.


Posted by Rachel Hunter on Thu Sep 1, 2016 11:23 PM EST
Can you edit your slot quantities & slot comments after publishing the sign-up?


Posted by Betsy Lytle on Mon Aug 29, 2016 9:58 AM EST
Jessica,
You can send an email to those you just added by following the instructions below:

To send an email, please log in to your account and click *Messages* located on the left side of the account page.
Click *Compose*. Select to send an email or invite. Next, for *Link to Sign Up(s)* you can choose the sign up you wish to include in the email.
Select *Send To* and various options will be shown. You can choose to send the email to:

- All members of a group
- Those that have not signed up
- Those that are signed up
- Members signed up on a specific date/slot
--> Custom (choose which *group* member)

Enter the text of your email and send.

In the future, however, you can send additional invites without adding emails to your group first. Click the *Created* tab to locate your sign up. When you view the sign up, you will see the Admin. Toolbar and can select the option to *Send Invites*.

Enter the email address(s), or upload them from your address book, and send the invitations. Our system will automatically add these email addresses to the group assigned to the sign up.


Posted by Betsy Lytle on Mon Aug 29, 2016 9:54 AM EST
Hi S M,
Yes, you can post the link to your website instead of emailing invites. When you are ready to take the sign up live, click the option to *Take my sign up live but don't send emails*. The next page will show you the URL link in orange. Just copy the link from here and you can post it to the website.

If you ever need to locate the link again, just log into your account and click on the sign up. The URL in your web address bar is the unique link to the sign up.


Posted by Jessica Hagerty on Mon Aug 29, 2016 1:05 AM EST
If i want to add emails to my group, is there a way to send the invites to just the new emails added without sending it out to the entire group? Or is it best to just add a new group as I continue to add more emails ?


Posted by S M on Sun Aug 28, 2016 5:23 PM EST
What if I don't want to email and just want to use hyperlink the on our webpage to allow parents to sign up anytime? Will it work this way as well?


Posted by Betsy Lytle on Fri Aug 19, 2016 7:58 AM EST
Hi Ronald McDonald House,
You can send an invite to your group at any time after the sign up has been published by going to the Messages area. Click *Compose*. Select to send an email or invite. Next, for *Link to Sign Up(s)* you can choose the sign up you wish to include in the email.
Select *Send To* and various options will be shown. You can choose to send the email to:

- All members of a group
- Those that have not signed up
- Those that are signed up
- Members signed up on a specific date/slot
- Custom (choose which *group* member)

Enter the text of your email and send.

After your emails have been sent, you can go to the *Dashboard* tab in *Messages* to view a log of the emails sent from your account.

You may be interested to know that our Pro Gold and Platinum subscriptions allow you to schedule the date and time you want an email delivered so that you can compose it whenever is most convenient for you. Please go to this link for more information: http://www.signupgenius.com/pro.


Posted by Ronald McDonald House Christmas Fantasy House 2016 on Fri Aug 19, 2016 12:10 AM EST
We want to go live but do not want to send out e-mails until a later date.Will SignUpGenius send out our group e-mail at a later date when we are ready to send information to our volunteers?


Posted by Betsy Lytle on Thu Aug 11, 2016 9:10 AM EST
Tim,
We do not allow sign up creators to embed entire sign ups. However, we have a handy feature called a Web Button that directs your users to an index page that shows all sign ups created in your account. The instructions for doing this are in the comment below.


Posted by Tim Freeman on Wed Aug 10, 2016 4:43 PM EST
Is it possible to embed my sign up form on my website instead of linking to SignUpGenius.com?


Posted by Betsy Lytle on Fri Aug 5, 2016 8:32 AM EST
Jennifer,
We have a great feature called a Web Button that you can use to create an index page showing all sign ups created on your account. You can embed the web button into your organization's website, or you can simply give out the link to the index page through an email or e-newsletter or even on Facebook.

To create the Web Button, you will log into your account, go to the left side of your account page and scroll down the list of options until you see: *Goodies*. Scroll past the logo options until you see the column heading for: *Web Button Builder*. Follow the steps to build a button. You will see the code to use if you plan to embed the button into your website.

If you wish to post the index page link, and not embed a web button, please click the created button (above the code) and it will take you to the created index page. You can copy the URL in your browser, and this will be the unique link to the index page. You can post this link, or send it through an email, FB, etc.

If you add more sign ups to the account, they will be visible on the index page as well.


Posted by Jennifer Briggs on Thu Aug 4, 2016 2:29 PM EST
I have gone live with my sign ups. Now, I would like to share a link to the entire PAGE, so that visitors can view ALL of the sign ups at once, rather than sharing a link to each individual sign up.
I know how to create a button for posting on my class website, but I am just looking for a simple link to share, that leads directly to my "Signup Genius home page", listing all of the sign up opportunities available to my volunteers. Where can I find this link?

Thanks so much!!


Posted by Betsy Lytle on Sat Jul 30, 2016 12:32 PM EST
Anne,

It is not necessary to send invites from our site. When you are ready to take the sign up live, click the option to 'Take my sign up live but don't send emails.' The next page will show you the URL link in orange. Just copy the link from here and you can post it to your website, Facebook, or however you wish to distribute it.

If you ever need to locate the link again, just log into your account and click on the sign up. The URL in your web address bar is the unique link to the sign up.


Posted by Anne Riley on Fri Jul 29, 2016 5:13 PM EST
Hi, if I don't have everyone's e-mail addresses, can I just give them a link to the sign up page to sign up for the event? Or can only people whose email address I put in enter the sign-up page?
Thanks!


Posted by Betsy Lytle on Tue Jul 5, 2016 8:09 AM EST
Hi there,
We have a great feature called a Web Button that you can use to create an index page showing all sign ups created on your account. To create the Web Button, you will log into your account, go to the left side of your account page and scroll down the list of options until you see: *Goodies*. Scroll past the logo options until you see the column heading for: *Web Button Builder*. Follow the steps to build a button. You will see the code to use if you plan to embed the button into your website.


Posted by Kentucky Classic Arts at Centre Square on Fri Jul 1, 2016 10:34 PM EST
I would like to create a button and embed the code on my website. I did this with VolunteerSpot and am hoping Sign-Up Genius has this option as well.


Posted by Betsy Lytle on Fri Jul 1, 2016 8:13 AM EST
Hi Jacqueline,
You can upload an address list from an address book or a CSV file and include names with that upload from the Groups area of your account.

You will want to make sure the column heading for the CSV file is formatted as First Name, Last Name, Email.
First Name: Susie
Last Name: Q
Email: susie@gmail.com

Choose the *Import option* and select the *CSV icon* to upload your email addresses and names to your group list.
If one of your contacts has an account on our site associated with a name that is *different* than the name you have listed in your contacts, our system will override your entry and put the account name in that field.

If you manually enter an email address, and a user has an account with us, the name on the account associated with that email address will automatically be displayed. If the email does not have an account, no name will be displayed.

You cannot add or edit the names in this area of the site. If you need to make corrections to a name you uploaded, please contact us for assistance.


Posted by Jacqueline Farrell-Mulholland on Thu Jun 30, 2016 12:56 PM EST
It would be helpful to have the person's actual name associated with their particular email. Is there any system to do that? Or does each invitee have to create a sign up genius account?


Posted by Betsy Lytle on Mon Jun 20, 2016 8:56 AM EST
Hi Karen,
You can delete incorrect email addresses and add new ones, but you cannot change or add the name associated with an email address yourself. Go to SignUpGenius.com and log into your account with your email and password. On the left side of your account page, select *Groups*. Choose *Edit* next to the correct group name, and locate the incorrect email address. Select the *Remove* box next to the email address. To save these changes, remember to click the green 'Update Group' button.

Click "My Account" in the top right corner of the web page. Click the *Created* tab and locate the sign up you created. When you view the sign up, you will see the Administrator Toolbar at the top. Click *Send Invites* and enter the correct email addresses into the input box. When you send the email/invite, our system will automatically add the new email addresses to your group for you.


Posted by Karen Garland on Fri Jun 17, 2016 9:54 AM EST
Can you edit your list after you publish?


Posted by Betsy Lytle on Fri Jun 3, 2016 10:03 AM EST
Michelle,
When you are ready to take the sign up live, click the option to *Take my sign up live but don't send emails*. The next page will show you the URL link in orange. Just copy the link from here and you can post it to your website or Facebook page.

To find the link to your sign up once it is published, go to SignUpGenius.com and log in with your email and password to the account where the sign up was created. When you view the account page, you will see the tab for *Created* and will be able to view your sign ups created on that account. Click on the image or title for your sign up. When the sign up page displays, copy the URL from your web browser address bar. This is the unique link to your sign up.


Posted by Michelle Gregory on Thu Jun 2, 2016 5:44 PM EST
How do I post a link to my sign-up on a website or FB page??


Posted by Amy Tidwell on Thu May 26, 2016 12:57 PM EST
Helen,
From the Created tab on your account page, if you have not yet published the sign up please click the pencil icon to the right and go to Step 7: Invite and Publish. If the sign up is already published, just click on the sign up and when it opens you will see the Admin Toolbar at the top. Click "Send Invites." If you need additional help, please email our support team directly by clicking "Help" at the top of the page and we'll be happy to help you.


Posted by Helen Ortiz on Thu May 26, 2016 12:52 AM EST
After doing a signup how do I add emails to send out,,I already did a signup but cant find a way to email people on my email list.
thanks for the help


Posted by Betsy Lytle on Mon May 23, 2016 9:21 AM EST
Hi Karen,
To delete email addresses in one of your groups, log into SignUpGenius.com and select the Groups option located on the left hand side of the account page. Select Edit next to the group that contains the email addresses. Click the Remove box next to the email addresses and then scroll to the end of the group list and select Update Group.


Posted by karen keil on Sat May 21, 2016 9:50 PM EST
How do you delete people from an existing email list?


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