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

Website Embed Actions

From each invite link row, your team can copy two website snippets:

• Copy Embed Code for a standard embedded connection form
• Copy Kiosk Embed for a kiosk-mode embedded connection form

Both snippets point to the public invite embed route and keep campaign attribution attached to submissions.

Website embed actions are available when:

• the church license tier is Pro or Network, and
• server sync is enabled.

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.

Invite campaign sequence

Step-by-step explanation:

1. The sequence starts with the ministry team setting up the campaign inside Holy Resource. This is the planning step where the church decides what the campaign is called, whether it is active, and what outreach effort it belongs to.
2. The team then creates an invite link inside that campaign. Holy Resource gives that link its own unique token so the system can tell one invite link apart from another.
3. Holy Resource builds a shareable URL from that token. That is the link the team can copy, turn into a QR code, or place in print and digital materials.
4. When a guest opens that URL, the public intake page records the click and keeps the campaign context attached. This matters because the system is not only showing a form; it is also remembering which campaign brought the person there.
5. The guest then fills in the connection form and submits their information. At this point, the invite system moves from simple traffic tracking into real ministry attribution.
6. The submission is saved with the campaign and link attribution still attached. This is how Holy Resource can later say, "this submission came from this campaign and this specific invite link," instead of only saying that someone filled out a form.
7. After the attributed submission is stored, campaign metrics become more useful. Staff can review total clicks, total submissions, and the strongest-performing links without manually matching spreadsheet data.

In plain terms, Invite Campaigns does two jobs at the same time: it helps your church distribute invitation links, and it preserves the source context long enough to measure which outreach channels are actually producing real responses. If the intake public token is rotated, older public links tied to the previous token stop working, which is why stable live campaigns should avoid unnecessary token changes midstream.

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.