Keep these constraints and recommendations in mind when planning and running events. They explain edge cases that can otherwise cause confusion.
RSVP text message reply window
- Replies are counted only within 24 hours of the scheduled send.
- Valid replies must be Yes/Y or No/N.
- Replies to a custom sender name are not supported — send from a text message number so replies can be received and processed.
RSVP form submission
- The RSVP block must be the last button on the form, because it replaces the standard submit button. If it is not last, the form will not submit as expected.
Paid events
- The Payment Method block is required on the RSVP form for paid events.
- Select Xero in the invoicing dropdown if you want invoices to generate in Xero (via the Xero Integration).
Location rules
- Venue events need a location — use the Address lookup, or enter the address manually.
- Online events need an Online meeting link, or use Create Zoom Webinar to connect directly to Zoom.
- Hybrid events need both an online meeting link and a physical location.
AutoMail vs Send Rules
- AutoMail does not interact with Send Rules.
- Use AutoMail for an Initial Invite that should reach anyone added to the event later.
- Use Send Rules for targeted, scheduled segments based on RSVP status.
Bookings export
- The Bookings export is delivered by notification, not downloaded straight away. Open the notification that says the export has completed and select Click here to download. The link expires after 24 hours.
- The Bookings export has one row per booking, matching the Bookings table. Use its Tickets Purchased and Tickets Allocated columns for each booking's ticket counts.
- The Bookings tab has no search, filter or sort. For a large event, work in the Tickets tab (which has Filter and Export tickets), or export the bookings and use a spreadsheet. See Audience & bookings (Document ID: 196).
Sessions visibility
- The session assignment view (the eye icon on a session row) may not appear on every account. See Event sessions (Document ID: 198).