FAQ
Frequently asked questions about Invitario.
General Questions
For whom is Invitario the right tool?
Companies of all sizes and from all industries work with the Invitario event marketing platform. Invitario is a tried-and-tested software tool for the digitalization and sustainable professionalization of your event marketing.
Our software and services are geared towards the requirements of users in marketing, sales, event and HR departments.
With Invitario, you can manage all types, formats, and sizes of events – from internal events like employee gatherings, training sessions, or company parties to product presentations, conferences, sales events, press conferences, and customer events, as well as fully virtual events such as webinars.
The size or complexity of the events does not matter. With Invitario, you can manage your company’s entire portfolio of events on a single platform – from virtual and hybrid events to live events.
The advantage: All events are managed on one platform with unified processes. Users create events based on templates, and all participant data is available through Invitario.
When can I start working with Invitario?
Immediately. The participant management tool Invitario is a browser-based solution that does not require software download or setup. This means that you can start anytime and get going right away.
How quickly can events be created with Invitario?
In just a few minutes. With Invitario, events can be created based on event templates in no time. Creating templates is part of the onboarding process and allows you to define both visual and content elements.
Event managers can choose from the available templates, enter basic data such as the event name and date, and optionally define quotas and registration deadlines. To start the invitation process, you can simply upload the desired contacts or import them via an interface.
Can I also use Invitario for virtual events such as webinars?
Yes. Invitario is the platform for all your company’s events. Our software also integrates easily with your virtual event tool, allowing you to provide a seamless experience for your participants and customize all touchpoints—visually and content-wise—according to your requirements, from the invitation and registration to participation.
We continuously expand Invitario with integrations for popular virtual event, meeting, webinar, and video streaming tools. Ask us about the current integrations with tools such as Microsoft Teams, Zoom, YouTube, Vimeo, Webex, and more.
COVID-19: Can I make live events safe with Invitario?
Yes. Invitario offers special features to assist you in planning and executing safe events and meeting regulatory requirements. These include, among other things:
- Booking time slots and quotas during online registration
- Waiting lists for fully booked contingents to optimize the number of participants
- Querying the COVID-19 status before the event
- Contactless check-in of participants at the event to document the actual attendees and event staff (for potential contact tracing)
- Contactless check-out of attendees when they leave the event
- The continuous participant tracking with contactless check-in and check-out allows for displaying the number of attendees present at any given time.
- Event website with information about the prevention concept you have implemented, as well as the privacy policy.
- Implementation of active communication with your participants through schedulable and automated email campaigns.
- Integration of virtual event formats (online or hybrid events).
How does user support look like?
Great. Supporting our users is very important to us and is included in every pricing plan. Our support team at our Vienna location is happy to assist and advise you on the optimal implementation of your participant management.
User support at Invitario:
- Context help directly in the user interface
- Comprehensive online manual
- Video learning platform
- Email support
- Phone support
The contact options for our support team are based on the Service Level Agreement agreed upon with you.
Do I need a developer from Invitario to set up an event?
No. You can use Invitario independently without any programming knowledge. With its clear and easy-to-use interface, you can create and manage events in just a few minutes. Our online resources, video learning platform, and user support will assist you with your initial steps.
Is Invitario also available in English?
Yes. The user interface of Invitario is available in both German and English. Additionally, event websites can be displayed in numerous languages. Contact us to learn more about the available languages on Invitario.
Is there a trial access to try out Invitario for yourself?
Yes. We would be happy to provide you with a free demo access for one month. Please contact our sales team at (sales@invitario.com) or give us a call.
How much does Invitario cost?
The costs primarily depend on the number of users who will work with Invitario. In the “Plus” plan, up to two users can work with Invitario. In the “Pro” and “Enterprise” plans, you can define the number of users freely. For more information on our pricing plans, please click here.
Design and Templates
Can I create an event website in my own corporate design?
Yes. You can customize your event website, e-mails and forms in the design of your choice. Colors, fonts, images, videos, logos and many other elements can be customized in an easy-to-use editor.
The created designs are saved as templates and serve as the basis for setting up new events. This ensures that design settings do not need to be re-applied for each event. As a result, your entire event communication will consistently maintain a unified appearance.
Do I have to reset the design for every event?
No. Invitario works with design templates created by you, making the creation of new events particularly efficient. You will learn how to create a design template during our onboarding process. To give you a preview: Templates provide the framework for the specific content of each event, which is utilized by the event manager.
Can I create a template for an entire event?
Yes. You can create design templates and templates for events, in which processes and content are mapped in addition to the design.
When creating event templates, you can differentiate between types of events with specific processes and content requirements. This simplifies and speeds up the event creation process for event managers. Additionally, this approach ensures consistent processes, adherence to company policies, and compliance with data protection requirements across all events implemented with Invitario.
How many templates can I create?
As many as you want. Creating event and design templates is unlimited in all pricing plans.
Can I insert my own header images into events?
Yes. The key visual or header image can be used by the event manager for each event. If a default image is set in the design template, it can be replaced.
Is the Invitario logo visible on the event websites and in emails?
Manage attendees
Can I import and export guest lists and contact details?
Yes. To create a guest list, you can use the spreadsheet program of your choice (e.g., Microsoft Excel, Google Sheets, Apple Numbers). You can then save the list in CSV format and upload it to Invitario in just a few steps using the import assistant.
Can distribution lists, target groups or contact segments be created?
Yes. You can define your own segments. Segments are the basis for target groups or distribution lists and can be used for implementing dynamic communication and registration processes as well as for creating custom reports.
Can I create my own database fields?
Yes, all options are available to you, both for the master data of your participants and for the data fields relevant to your events.
Master Data: You can create an unlimited number of custom master data fields. This ensures that all relevant information from your CRM or database is available to you in Invitario.
Events: In the events, event managers can create event-specific fields that are relevant for the event process.
Event Communication
Can I create my own pages on the event websites?
Yes. When creating a new event, the event website is automatically configured according to the template you selected. Additionally, you can create additional subpages within the event.
Which domain will be displayed on event websites?
Your preferred domain. You can specify the domain under which your event websites are accessible. A domain can be set for your Invitario account, which will be applied to all event websites within your account. If no preferred domain is set, your events will be accessible under a default Invitario address.
Is there a personalized salutation for recipients in emails?
Yes. A personalized salutation is included in our standard features. Invitario generates this automatically and takes into account gender, names, and academic titles. In the formal salutation, either the last name or, in the informal variant, the first name of the recipient is used. If no name and/or gender is stored for a recipient, a neutral salutation is automatically selected. Alternatively, you can set a custom salutation for each recipient.
Can I see which contacts have not received an email?
Yes. Statistics are available for each sent email. These statistics show whether the email was successfully delivered. They also indicate whether the email was opened and if any links contained in the email were clicked. Unreachable or incorrect addresses are displayed and can be updated by you.
Registration
Can I create program items such as workshops?
Yes. You can create program points of any type. Our extensive “Sessions” feature is available for this purpose.
For sessions, you can make various settings for each program point, such as setting a quota and registration deadline. Additionally, you can specify the date and time, the location, and information about speakers, as well as the relevant link for virtual events. Based on the information entered, Invitario automatically creates an agenda and a session calendar for you. Both can be included on websites and in emails.
Additionally, you can specify whether participants must register for a particular session or for a minimum number of sessions defined by you during the online registration process.
Can I create event series, such as for roadshows or webinar series?
Yes. If you want to manage an event that occurs on multiple dates (e.g., a roadshow) or an event that consists of several parts (e.g., a webinar series), you can conveniently represent this. Practical features like event calendars and easy integration into the registration process will assist you.
In order to control the capacities of an event, participants must be able to choose a time slot when registering. Is that possible?
Can registration forms also be integrated into external websites?
How can I edit my event website?
I have multiple customer groups or target audiences at an event. Can I offer each group a different registration and communication process?
Can Invitario send e-mails?
Can I send different emails?
Are there also automatically sent e-mails, such as registration confirmations?
Can sending times for emails be scheduled in advance?
Are there templates for emails?
Yes. Invitario provides numerous templates for emails, such as Save-the-Date, Invitation, Reminder, Registration Confirmation, Follow-up, and Waitlist Confirmation. Additionally, you can create as many custom email templates as you need according to your specific requirements.
Plus: Email templates can be integrated into event templates with content defined by you.
Can I send emails with an individual email address?
Yes. Invitario offers the option to send your emails from a custom address. This works particularly well with email addresses you already use for communication with your participants. You can also specify a custom “display name.”
Important: Invitario does not have access to your email servers; it only has permission to use the email address you specify for sending messages.
If needed, you can also define a reply-to address that is different from the sender’s address.
Can I configure registration forms myself?
Yes. Invitario’s form builder allows you to create a user-friendly online form in just a few minutes.
With the help of custom fields, you can design and tailor all types of queries completely freely according to your requirements. You can define the field type (e.g., checkbox, single or multiple choice, text field, file upload), determine how the field should behave (e.g., mandatory field), and specify where it should be positioned in the online registration form on the event website.
In addition, there are many other settings that can be relevant for complex invitation and registration processes. These include “dependent form fields” to implement conditional questions.
Here you can find a video tutorial on our form builder.
Can events be created in several languages?
Yes. With Invitario, you can create events—ranging from emails and event websites to forms—in the following languages:
- German
- English
- French
- Italian
- Czech
- Polish
- Japanese
- Chinese
System texts (buttons, notifications, etc.) are automatically translated but can also be customized to your specific needs using the “Translations” feature.
You can set a preferred language for each of your participants in the master data. This ensures that they are initially addressed in the selected language, but they can switch to another available language on their own during the registration process.
If needed, we can integrate a relevant language into our system for you. Please contact us to discuss your specific requirements.
Can I create paid events with payment processing?
Yes. With the “Ticketing” feature, you can manage invitation processes for paid events. This includes creating different categories and types of tickets as well as configuring them.
With Invitario, you can offer your participants the following payment methods: Visa, MasterCard, SOFORT (bank transfer), and payment by invoice (no online payment).
Invitario is not involved in the financial transaction and serves only as a platform. The payment processing itself always takes place between your chosen payment provider and the buyer’s payment method.
Detailed information can be found in our manual.
Virtual Events Webinars
Which tools for webinars and online events can I integrate?
Invitario integrates easily with your virtual event tool. Additionally, we continuously expand Invitario with integrations of popular tools for virtual events, meetings, webinars, and video streams. Feel free to ask us about the current integrations of tools such as Microsoft Teams, Zoom, YouTube, Vimeo, Webex, and more.
Why should I use Invitario for virtual events in combination with my meeting or webinar tools?
With Invitario, you can provide your participants with a seamless experience and design all touchpoints visually and content-wise according to your requirements. This includes everything from the invitation and registration to the event participation. Your event participants will always be in the visual and controlled environment of your organization; all content and appearance of the touchpoints are defined by you.
The advantage: This ensures a consistent implementation for all events of your organization—whether virtual, hybrid, or live. Additionally, it guarantees compliance with your company policies and data protection requirements. Furthermore, it keeps all data about your participants consolidated on a single platform.
Yes, you can use Microsoft Teams with Invitario.
Yes. You can use Microsoft Teams with Invitario to host virtual events. In the account settings of Invitario, you can connect with your organization’s Microsoft Teams account. Event managers can then choose between “Microsoft Teams Meeting” and “Microsoft Teams Live Event” when creating an event.
By the way, you can also integrate multiple online meeting tools with your Invitario account and choose from the connected tools when creating an event.
Do participants of an event conducted via Microsoft Teams need their own Microsoft Teams account or do they have to log in to Microsoft Teams when the event starts?
No. Participants do not need their own Microsoft Teams account or to log in to a Microsoft Teams account. However, this must be set up in advance in your organization’s Microsoft Teams settings.
To join, participants simply click on their personal participation link, which is sent via email from Invitario. They will then enter the virtual event directly in the Microsoft Teams browser window.
What data is available to me after an event with Microsoft Teams in Invitario?
Can I use Zoom with Invitario?
Yes. You can use Zoom with Invitario for virtual events. In the account settings of Invitario, you can connect to your organization’s Zoom account. Event managers can then choose between “Zoom Meeting” and “Zoom Webinar” when creating an event.
By the way, you can also integrate multiple online meeting tools into your Invitario account and always choose the most suitable tool from the connected ones when creating an event.
Do participants of a Zoom-based event need their own Zoom account or must they log in to Zoom to start the event?
No. Participants do not need to have the Zoom app, log in to Zoom, or complete any registration.
To participate, attendees simply click on their personal participation link sent via email from Invitario. They will join the virtual event directly on the Invitario event website, where Invitario will automatically recognize them by their name.
What data is available to me after an event with Zoom in Invitario?
Can I also invite guests to hybrid events?
I want to stream my event only. Can I integrate an external streaming service?
Check-in of Participants at an Event
How can I check in participants at the event?
Invitario offers you various ways to digitally check in your participants at an event—either via an app on an Apple iPad or iPhone, or using our web version on any standard laptop.
You also have the option to check in participants contactlessly by scanning a QR code or using a digital guest list with a search query for quick and secure processing. If needed, new participants can also be added.
Can activities of participants at an event also be recorded?
Can I analyze who actually attended the event afterwards?
I want to track participants for each presentation room. Is that possible?
Can I print name badges or passes at check-in?
Do I need any special software or hardware for check-in?
Can I rent hardware from Invitario or book a technician for on-site support?
Yes. For on-site services, you can book our experienced service unit. They will coordinate with you regarding the hardware needed for the optimal implementation of your check-in, liaise with the event location or your technology provider if necessary, and bring ready-to-use equipment directly to the event. In addition to setting up the technology and training your check-in team, they will also ensure the smooth technical operation of the check-in process.
From QR code and NFC-capable scanners to Apple iPads, laptops, and Wi-Fi hotspots, as well as printers for name tags and badges, we offer a wide range of hardware.
Is it possible to send QR code tickets to guests to enable faster check-in?
Is there also an Invitario "event app" for my guests?
COVID-19: Can I make the check-in process safe with Invitario?
Yes. Invitario offers specialized features to help you implement a secure event and meet regulatory requirements. These include, among others:
- Booking time slots and contingents during online registration
- Waitlists for fully booked contingents to optimize participant numbers
- Querying COVID status before the event
- Contactless check-in of participants at the event for documenting actual attendees and event staff (for potential contact tracing)
- Contactless check-out of participants when leaving the event
- The continuous participant tracking with contactless check-in and check-out allows for displaying the number of attendees present at any given time.
- Event website with information about your prevention concept and the privacy policy
- Implementation of active communication with your participants through schedulable and automated email campaigns
- Integration of virtual event formats (online and hybrid events)
Integration API
Can Invitario be integrated with other IT systems?
Yes. Invitario has a documented REST API that allows integration of our event marketing platform with other systems.
For example, you can create invitation lists in your CRM and transfer them to Invitario via the API. Conversely, you can export current participant registration data back to the CRM to keep your data up-to-date.
These integrations are not standard “plug play” connections but are developed based on your specific process requirements and guidelines.
Can I integrate our virtual trade show tool with Invitario?
What data can be sent to Invitario?
What data can be pulled from Invitario?
Can I pull activity data from Invitario to store it in my CRM or marketing automation system?
Can I integrate Invitario with Single Sign-On (SSO)?
Data Privacy and Technology
What do I need to use Invitario?
The event marketing platform Invitario is a cloud-based “Software as a Service” (SaaS) solution. This means that Invitario does not need to be installed locally but can be accessed through an internet browser (e.g., Chrome, Firefox, Safari, Microsoft Edge). An active internet connection is required for access.
With your login credentials, you access your Invitario account. The functionality of the platform is defined by the agreed pricing plan. Invitario is responsible for the smooth operation and functionality of the platform, eliminating the need for a time-consuming implementation phase. This allows you to start using Invitario immediately.
Additionally, you automatically benefit from ongoing developments and improvements that are included in regular updates.
What do my participants need to register for an event via Invitario?
Does Invitario comply with the General Data Protection Regulation (GDPR)?
Where does Invitario store the data of my events and participants?
The Invitario event marketing platform – encompassing the application and all data processed through it – is hosted in highly secure data centers in Frankfurt am Main, Germany. All data is encrypted using a sophisticated system and can only be accessed by you and, if necessary, by our support team. Further detailed information can be found in our Data Processing Agreement (DPA) and our Technical and Organizational Measures (TOM).
What happens to our data or the data of our guests?
As a customer, you remain the sole owner of all data managed in your Invitario account at all times. Invitario does not use or share this data with third parties. Upon the expiration of the license agreement, all data in your account will be deleted. Additionally, you have the option to export, delete, or anonymize participant data at any time. More detailed information can be found in our Data Processing Agreement (DPA).
Analytics Reporting
Can I see who has registered for an event?
Can I see who has taken part in a live event or live session?
Can I see who has taken part in a virtual event?
Can I create custom reports?
Can I analyze multiple events?
Are statistics available for email sending?
Which activity data from an event can be analyzed?
Account and User Administration
What user roles are available and how do they differ?
Invitario distinguishes between the following roles:
- Event User: This role allows the user to manage their own events, department events, and events assigned to them. They can create new events from templates. Within an event, they have access to all functions relevant to that event or those enabled by the Account Administrator. This role is typically used by event managers who are responsible for managing participant registration and event execution.
- Account User: This role can manage and evaluate all events in the account, access the central account contact database and distribution lists, and create and manage event and design templates. This role is typically used by marketing staff, department heads, or similar positions to ensure consistency in event marketing communication and to evaluate the success of all event marketing efforts.
- Account Admin: This role has all rights and access to all functions. Additionally, administrators can manage account users and clients, as well as make settings in the privacy area. This role is often used by IT or technical staff who manage the applications of an organization.
Can I map several departments?
Can authorizations be restricted to certain user groups?
Who can create or edit event templates?
How many users are included in the pricing plans? Can I book additional users?
Our pricing plans are primarily based on the number of users, and additional users can be added starting from the “Pro” plan.
Users by pricing plan:
- “Plus”: 2 users included, no additional users possible.
- “Pro”: 3 users included, up to 12 additional users possible.
- “Enterprise”: 16 users included, unlimited expansion possible.
Can several people share one user?
Pricing and Licenses
Are there differences in the features between the pricing plans?
There are only minor differences in functionality between our pricing plans. Our features are primarily based on the size of your team and the number of users you need.
Differences between pricing plans:
- „Plus“: Since the plan is limited to two users, features related to roles and permissions as well as multi-tenancy are not available (both users will have the “Account-Admin” role in this case). Integration with external systems via API is not possible, and the number of contacts stored in the central account database is limited to 10,000.
- „Pro“: From this price plan onwards, all functions are available except for “Single Sign-On.” The number of users in the PRO plan is limited to 15, while the number of contacts in the account database is not restricted.
- „Enterprise“: The pricing plan for large organizations is available starting from 16 users and is the only one that can optionally be set up on a dedicated server instance.
Here you can download a detailed comparison of all pricing plans and features.
Is there a minimum contract term for using Invitario?
Is there a maximum number of events in my account?
Up to what event size can I use Invitario?
How many people can be on a mailing list for a mailing?
Can I also book Invitario for individual events?
Any questions? Get in touch with us!
Contact Us
Questions about our features or pricing plans? Contact us to speak with one of our product experts.
Book a Demo
Let a product expert guide you through Invitario and learn more about the benefits of our event marketing platform.