Invite Campaigns

Invite Campaigns gives your team a structured way to distribute invitation links and see what actually leads to visitor form submissions.

What Invite Campaigns Solves

• Organize outreach under named campaigns.
• Generate unique invite tokens per campaign.
• Produce QR-ready links for print and digital sharing.
• Track click and submission attribution.
• Compare campaign performance through summary stats.

Campaign Structure

Each campaign includes:

• Name
• Status (active, paused, archived)
• Optional description
• Collection of invite links (tokens)

Campaign-level analytics summarize:

• Total links
• Total clicks
• Total submissions

Create and Manage Campaigns

Use New Campaign to define purpose and lifecycle state.

After creation, you can:

• Rename campaign.
• Change status.
• Update description.
• Delete campaign when retired.

Deleting a campaign also removes its links and stops attribution for those links.

Create Invite Links

Inside a selected campaign, use Create Link.

Each link has:

• Unique token
• Optional human-friendly label
• Click count
• Last clicked timestamp

Links are designed for quick sharing and downstream source attribution.

Public Base URL Behavior

Invite links are generated using:

• Your custom public intake domain (if set), or
• Default Holy Resource intake page

This lets ministries use branded domains while preserving invite attribution tracking.

QR Distribution Workflow

Intake Token and Rotation

Invite links depend on an intake public token used by the web intake endpoint.

You can rotate this token when needed.

Important effects of rotation:

• Existing URLs/QRs tied to the old token become invalid.
• Newly generated links continue with the new token.

Use rotation for security events or controlled URL reset windows.

Attribution Lifecycle

When a person uses an invite link:

1. Click event is recorded on the link/campaign.
2. Visitor submission captures campaign/link attribution when token is present.
3. Campaign stats increment submissions from attributed intake records.

This gives teams a measurable path from invitation touchpoint to completed visitor connection.

Top Links and Optimization

The campaign sidebar shows top links by clicks.

Use this to:

• Compare placements (social vs print vs lobby signage).
• Retire underperforming links.
• Duplicate successful placement style in future campaigns.

Link Deletion and Safety

Deleting a link immediately invalidates previously shared URLs and QRs for that token.

Suggested practice:

• Delete only compromised or obsolete links.
• Keep active links stable during ongoing campaigns.

Permissions and Access

• Read access: view campaigns, links, and analytics.
• Write access: create/update campaigns and links, rotate intake token.
• Delete access: remove campaigns and links.

Recommended Campaign Playbook

1. Create campaign by audience and timeframe.
2. Create separate links per channel (for cleaner attribution).
3. Generate QR assets for each channel.
4. Monitor clicks and submissions daily.
5. Adjust channel strategy based on top-link performance.