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How to Customize Event Invites in ClickFunnels 2.0 - Step-by-Step Guide

Hello everyone! My name is Tyson from Repair My Funnel, and today we’re diving into the Appointments app in ClickFunnels 2.0. Specifically, we’ll be discussing how to customize your event invites to ensure they align with your branding and provide a personalized experience for your attendees. Customizing event invites is a crucial step in creating a professional image and engaging your audience. Let’s get started!

Accessing the Appointments App in ClickFunnels 2.0

Navigating to the Appointments App

accessing appointments inside of clickfunnels 2.0

To begin customizing your event invites, you first need to access the Appointments app within ClickFunnels 2.0. Start by logging into your ClickFunnels account. On the main dashboard, look for the “Appointments” option in the left-hand navigation menu. Click on it to open the Appointments app, where you can manage all your event types and settings.

Selecting Event Types

select event types in the appointments app

Within the Appointments app, you’ll see a section called “Event Types.” This is where you manage the different types of events you offer, such as webinars, consultations, or workshops. Event types help you organize and customize the specific details of each event, including the invites sent out to participants.

Customizing Event Invites

Editing an Existing Event or Creating a New Event

create a new event or edit an exiting one

Once you’re in the Event Types section, you have the option to either edit an existing event or create a new one. If you already have an event set up and want to customize its invite, simply click on the event name to open its settings. Alternatively, you can create a new event type by clicking the “Create New Event” button. For this example, we’ll work with an existing event.

Adjusting Invite Settings

Edit event  invite in clickfunnels 2.0

After selecting your event, scroll down until you find the “Invite Settings” section. This is where you can customize the content of your event invites, including the event name and description. Personalizing these invites is essential for making a strong impression and ensuring that your event details are clear and compelling.

Using Merge Tags for Personalization

What Are Merge Tags?

Merge tags are dynamic placeholders that you can insert into your event invites to automatically pull in personalized information for each recipient. For example, instead of manually entering each attendee’s name, you can use a merge tag to automatically insert their first name into the invite. This makes your communication feel more personal and tailored to each individual.

Adding Merge Tags to Event Invites

Use Merge tags to personalize your message

To add merge tags to your event invites, follow these steps:

  • Click on the Event Name Field: In the “Invite Settings” section, click on the event name field where you want to add a merge tag.
  • Insert Merge Tag: Click on the “Merge Tags” button, which will open a dropdown menu with various options. Select the merge tag you want to use, such as {{First Name}} or {{Email Address}}.
  • Customize Your Message: For example, you can set up the event name as “Meeting with {{First Name}},” which will automatically populate each recipient’s first name in the invite. You can also add merge tags to the event description for additional personalization.

Examples of Personalized Event Invites

Here are some examples of how you can use merge tags to create personalized and engaging event invites:

  • Event Name: “Consultation with {{First Name}}”
  • Event Description: “Hi {{First Name}}, we’re excited to help you take your business to the next level. Join us for a business intensive where we’ll focus on {{Business Name}}.”

By using merge tags, you ensure that each invite feels personalized and relevant, increasing the likelihood of engagement and attendance.

Finalizing and Testing Your Event Invite

Integrating the Survey into Your Pages

Before sending out your event invites, it’s important to review all the details to ensure accuracy and completeness. Double-check that all merge tags are correctly placed and that the event name, description, and any other relevant information are correctly formatted.

Testing the Invite

Once you’ve reviewed the invite, send a test invite to yourself or a team member to verify that everything looks and functions as expected. Make sure that the merge tags are correctly populating the personalized information and that the invite content is clear and professional. Testing helps you catch any errors before your invite is sent to a larger audience.

Best Practices for Event Invites

To ensure your event invites are effective and engaging, consider these best practices:

  • Keep It Clear and Concise: Make sure your event invite is straightforward and easy to read. Include all essential details like the event’s date, time, and location, but avoid overwhelming your recipients with too much information.
  • Use Engaging Language: Write your invite in a way that excites and encourages attendees to join. Use action-oriented language that motivates them to take the next step, whether it’s RSVPing or adding the event to their calendar.
  • Maintain Consistent Branding: Ensure that your event invite reflects your brand’s voice and style. This includes using your brand’s colors, fonts, and logos to create a cohesive look across all communication channels.
  • Personalize Where Possible: Utilize merge tags to personalize invites with attendees’ names, company names, or other relevant details. Personalized communication is more likely to capture attention and increase engagement.
  • Test and Iterate: Regularly test your event invites with small groups before sending them to a larger audience. Use feedback from these tests to refine and improve your invites over time.

Final Thoughts

In summary, customizing event invites in ClickFunnels 2.0 allows you to create a personalized and professional experience for your attendees. By following the steps outlined in this guide, you can effectively customize your invites, ensuring they align with your branding and engage your audience. Don’t forget to take advantage of merge tags to add a personal touch, and always test your invites before sending them out.

With these tools and techniques, you’re well on your way to hosting successful events that leave a lasting impression. If you have any further questions or need additional help, feel free to reach out for support. And be sure to subscribe to our newsletter for more tips, tricks, and updates!

Additional Resources

For further assistance and more in-depth guides, check out these resources:

If you need personalized help, contact our support team at support@repairmyfunnel.com.

Additional FAQs

Can I customize event invites for different types of events in ClickFunnels 2.0?

es, you can customize event invites for each event type, allowing you to tailor the invite content to suit the specific event and its audience.

How can I ensure that my event invites are mobile-friendly?

ClickFunnels 2.0 automatically optimizes event invites for mobile devices, but it’s a good practice to test your invites on various screen sizes to ensure they display correctly.

Can I include links or attachments in my event invites?

Yes, you can include links to event pages, registration forms, or any other relevant resources in your event invites. However, attachments are typically not supported within the invite body itself.

What should I do if the merge tags in my event invites aren’t populating correctly?

If merge tags aren’t populating correctly, double-check that you’ve used the correct tags and that the relevant contact information is available in your ClickFunnels database. Sending a test invite can help you identify and fix any issues.

Is there a limit to the number of merge tags I can use in an event invite?

There is no strict limit to the number of merge tags you can use, but it’s important to keep your invites clear and readable. Overloading an invite with too many tags can make it look cluttered and confusing.

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Howdy, I'm Tyson

Owner Of Repair My Funnel

Figuring out how to grow your business online can feel like trying to solve a puzzle with half the pieces missing. That’s where I come in.

I’ve spent the last few years learning everything I can about funnels, websites, and online marketing, starting with ClickFunnels and expanding from there. Now, I help business owners like you cut through the noise, simplify the process, and build marketing systems that actually work—without getting lost in tech overwhelm.

Here on the blog, you’ll find practical, real-world strategies to help you get your online presence dialed in. Whether you’re setting up your first funnel, refining your website, or looking for smarter ways to attract and convert leads, you’ll find step-by-step guides, tool breakdowns, and proven tactics to make it happen.

And if you want bite-sized, actionable insights to help you grow your business each week, make sure to join the Spark & Scale Newsletter! Every Monday, I send out my best strategies to help you bring in more clients, optimize your systems, and scale—without the tech stress.

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