Events Process for Microsoft Send Dynamics and Concep Send

Create the MSD campaign which will serve as the umbrella for all communications and responses for the event
Attach the marketing lists that will be invited to the event using the plus sign on the right side of your screen
Confirm that you are adding the marketing list and all related activities to the campaign you have just set up

Use the MSD Ribbon to select the Email Campaigns option
Using your invitation template, build your confirmation email making sure to select the correct office and to
include your calendar appointment here (not on your invitation)
Send the confirmation email to yourself so it is in your sent email campaigns list

Using the MSD ribbon, click onto Surveys
Click to create new survey using the default events survey template
Click into Settings to edit the Page title and Header text to reflect the specific event you are hosting

Tick to track responses back to CRM, selecting the correct campaign from your drop down list
Click into each question and map the question response back to the correct field in MSD
For the RSVP question, map the field back to the Campaign response field
For the RSVP answer options, make sure to select the response codes Attending and Not Attending from the provided drop down

Use the Page 1 drop down and select the Actions option
Click to add Action, name your action and select the Send Campaign option from the list
Use the text link to pull up your sent campaigns and select the confirmation email for this event
Click to Update duplicate contacts, map fields back to Concep fields and click update
Click to Save and Close and Save the survey

Use the MSD ribbon to click back into Email campaigns and click to create your invite
Input all the relevant content and link to your registration survey via the Create Link icon
Select the Surveys tab, select your registration survey from the drop down, and click to create link
Save all content and test the campaign to ensure responses are tracking back to the MSD event campaign correctly

Once the invitation is signed off, use the MSD ribbon to click into your MSD campaigns
Click into the campaign set up for this event and click the Square icon above the associated Marketing Lists
Tick the box to the left of the Marketing Lists to which you want to send the invitation
Click the Send Email campaign button
When the pop up box appears, select to create a campaign response for all your contacts and select the Invited status from the drop down to show associate all contacts with the default status

Click into your MSD campaigns list and click into the event campaign that you have previously setup
Scroll down the page to the list of responses/invitees
Click to open the chart of attendees by clicking the square button on the top right of the list
Click the filter icon on the top right and filter the contacts to show only those with the Invited status/response code showing next to their names
Select all of these contacts by ticking at the top row
Click the Send Email Campaign button, which will pull up your list of in progress campaigns where the Reminder to Register will be waiting (you will need to build this before hand)

Click into your MSD campaigns list and click into the event campaign that you have previously setup
Scroll down the page to the list of responses/invitees
Click to open the chart of attendees by clicking the square button on the top right of the list
Click the filter icon on the top right and filter the contacts to show only those with the Attending status/response code showing next to their names
Select all of these contacts by ticking at the top row
Click the Send Email Campaign button, which will pull up your list of in progress campaigns where the Reminder to Attend campaign will be waiting (you will need to build this before hand)

Use the MSD ribbon to click back into Email campaigns and click to create your invite