DigiCard User Guide

Welcome to DigiCard, the premier digital invitation platform. This comprehensive guide will walk you through every step of using our system.

1. Registration & Account Setup

To start using DigiCard, you need to create an account, verify your email, and pay the one-time registration fee.

Step 1: Create Account

Registration Page
Enter your details to create a new account.
  1. Navigate to the Registration Page.
  2. Fill in your Full Name, Email Address, Phone Number, and Password.
  3. Agree to the Terms and Conditions and click "Register".

Step 2: Email Verification

Check your inbox for a verification email from DigiCard. Click the "Verify Email Address" button in the email to confirm your account.

Wait for the email to arrive. You cannot proceed without verification.

Note: If you don't see the email in your inbox, please check your Spam or Junk folder.

Step 3: Registration Payment

Once verified, you will be prompted to pay the one-time registration fee of 5,000 TZS.

Enter your mobile number to receive the payment prompt.

  • Enter your mobile money number (M-Pesa, Mix by Yas, Airtel, Halotel).
  • You will receive a USSD prompt on your phone to approve the transaction.
  • After payment, your account is fully active!

2. Dashboard Overview

Upon logging in, you will be greeted by the Dashboard.

User Dashboard
The main dashboard showing stats and quick actions.
  • Quick Stats: See your total invitations sent, active events, and wallet balance.
  • Quick Actions: Buttons to immediately create an event or manage staff.

3. Creating Events

Set up your event details to start inviting guests.

Create New Event Form
Enter event title, schedule, and location.
  1. Navigate to Events > Create New.
  2. Event Details: Enter the Event Title (e.g., "Sarah's Wedding").
    • Event Type: Selecting a type (e.g., Wedding, Birthday) may show additional fields relevant to that event.
  3. Schedule: Set the exact Start and End Date/Time.
    • Start Date: Must be today or a future date.
    • End Date: Must be after the Start Date.
  4. Location:
    • Search: Type the venue name to search. If found, the system will auto-fill the address and coordinates.
    • Manual: If the location is not found, you can manually enter the address details.
  5. Click "Create Event" to save.

4. Managing Events

View and manage your active events.

Event List
List of all your events.

Event Actions

On the event list, you can perform the following actions:

  • View: See the full details of the event, including the guest list and RSVP status.
  • Edit: Update event details like time, location, or title.
  • Delete: Remove the event permanently (be careful!).

Event Details

Event Details
Detailed view of a specific event.

5. Managing Guests

Add your guest list to the system.

Adding a Single Guest

Add Guest Form
Form to add individual guests.

Enter the guest's Name and Phone Number. Important: Phone numbers must start with +255 (e.g., +255712345678).

Guest List Actions

In the "Action" column of your guest list, you have several options:

  • Edit: Correct a guest's name or phone number.
  • Delete: Remove a guest from the list.
  • Resend Invite: If an invitation failed or wasn't seen, you can re-send it individually.

Bulk Import

Bulk Import Interface
Upload Excel or CSV files for large guest lists.

To import guests in bulk:

  1. Click the Import Guests button.
  2. Download the Template: Use the provided CSV template to ensure correct formatting.
  3. Fill in Data:
    • Name: Required.
    • Phone: Required. Must use the format +255...
  4. Upload: Save your file as CSV and upload it.

6. Designing Invitation Cards

Customize your invitation card with our interactive designer.

Card Design Interface
Upload your design and adjust QR position.

Design Tools

  • Upload Template: Click "Upload Image" to use your own custom card design (JPG/PNG).
  • Adjust QR Position: Drag and drop the QR code placeholder to the desired spot on your card. You can also resize it.
  • Guest Name Position: Move the guest name placeholder to ensure it fits perfectly within your design.
  • Card Type: Select the template type (Standard, Premium) if applicable.

Saving & Sending

Once you are happy with the layout, click "Save changes". You can then click the "Send Invitation" button directly from this screen to open the sending modal.

7. Sending Invitations

Deliver your invitations via WhatsApp or SMS.

Note: WhatsApp templates cannot be edited because they are pre-approved by Meta.

  1. Go to your Event Details and click the "Design Invitation" button.
  2. Customize your card and click "Save changes".
  3. Once saved, click the "Send Invitation" button on the design page.
  4. In the modal:
    • Select the guests you want to invite (or "Select All").
    • Choose your message channel: WhatsApp or SMS.
    • Review the message template.
    • Confirm the cost and click Send.

The system will queue the messages and deliver them instantly.

8. Attendance & Check-in

Track your guest attendance in real-time using our digital check-in tools.

Overview

The Attendance tab in your event dashboard gives you a live view of who has arrived. You can see statistics for Checked In, Confirmed, Pending, and Declined guests.

Scan QR Code

For the fastest check-in process, use the QR Code scanner:

  1. Navigate to the Attendance tab.
  2. Click the "Scan QR Code" button.
  3. This will open a dedicated scanning page.
  4. Ask your guest to present their invitation (digital or printed).
  5. Point your device's camera at the QR code on their invitation.
  6. The system will instantly verify the guest and mark them as "Checked In".

Manual Check-in

If a guest doesn't have their QR code, you can check them in manually:

  1. Click the "Manual Check-in" button.
  2. Type the guest's Name or Phone Number in the search box.
  3. Select the correct guest from the dropdown list.
  4. Click "Check In Guest" to confirm their arrival.

9. Wallet & Payments

Ensure you have funds to send invitations.

Wallet Top Up
Add funds using mobile money.

How to Top Up

  1. Go to Wallet > Add Funds.
  2. Enter the amount (min 500 TZS) and your phone number.
  3. Follow the USSD prompt on your phone to authorize the payment.

Wallet Deduction

Please note that any costs associated with sending invitations (via WhatsApp or SMS) will be automatically deducted from your wallet balance. Make sure you have sufficient funds before sending large batches of invitations.

10. Reports & Analytics

Gain insights into your event performance with detailed reports.

Invitation Reports

Track the delivery stats of your campaigns.

  • Sent: Successfully delivered to recipient.
  • Pending: Being processed by the gateway.
  • Failed: Delivery failed (e.g., invalid number).

Guest Reports (RSVPs)

Monitor guest responses in real-time.

  • Confirmed: Guest has accepted the invite.
  • Declined: Guest cannot attend.
  • Checked In: Guest has arrived at the event.

11. Profile Settings

Manage your account security.

Profile Settings
Update your password and personal details.