Know which save-the-date leads are worth a consultation
Every enquiry captures the confirmed date and venue, card quantity, and printed-or-digital format up front, along with any design inspiration the couple already has, so you're not holding a slot for a lead that's still deciding on a venue.
The exact intake your save-the-date cards leads complete
This is the real 6-question guided intake for Save-the-Date Cards — the same flow your customers finish before you ever pick up the phone.
What a qualified save-the-date cards lead should tell you
Design, printing, and digital delivery of save-the-date announcements sent ahead of formal invitations, once a couple or planner has locked in a date and venue.
- Have Confirmed Date And
- Event Save- -Dates
- Many Save- -Date Cards
- Format Want Save- -Dates
- Save- -Dates Ready Send
- Already Have Design Concept
The questions your team needs answered
Every save-the-date cards intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you have a confirmed date and venue for your event? | A confirmed date and venue signals the couple is ready to order rather than still deciding on logistics, so it carries the highest weight in scoring. |
| What type of event are the save-the-dates for? | Event type determines whether the enquiry should route to a wedding-specific workflow or a corporate, nonprofit, or private-party one, since expectations and lead times differ. |
| How many save-the-date cards do you need? | Quantity needed helps size the print run and estimate order value, and a 'Not sure' answer still scores reasonably since it's common at this early planning stage. |
| Which format do you want for your save-the-dates? | Choosing printed, digital, or both is the strongest value signal in this catalog, since combined orders carry the highest weight and typically mean a larger job. |
| When do you need the save-the-dates ready to send? | The timeline answer tells you whether the lead needs a rush turnaround or has months of runway before you commit production capacity. |
| Do you already have a design concept or theme in mind? | Whether a design concept already exists tells you how much design consultation time to budget for the project. |
How Cliont scores save-the-date cards leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Confirmed Date And: yes
- Printed cards only
- Digital only
- Both printed and digital
- Not sure
See the lead your team receives
Save-the-Date Cards Lead
From first click to qualified lead
Follow hosts and planners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for save-the-date cards workflows
| Cliont capability | Save-The-Date Cards application |
|---|---|
| Lead scoring | Weights the confirmed date/venue answer and the printed-vs-digital-vs-both format choice, since combined orders and confirmed venues are the strongest value signals in this catalog. |
| Guided qualification flow | Routes wedding, corporate, nonprofit, and private-party enquiries through the same form while capturing quantity and format so each type reaches the right pricing conversation. |
| CRM routing | Sends each qualified save-the-date enquiry, with quantity, format, and timeline already attached, straight to your CRM instead of an inbox you have to manually sort. |
| File and image capture | Collects design inspiration or existing suite references at intake so you're not chasing them down after the first reply. |
Common save-the-date cards lead scenarios
Confirmed date, wants both formats
Couple has a locked venue and wants printed cards plus a digital version, which is the highest-scoring format combination in the catalog and typically means a larger order.
No venue confirmed yet
Enquiry comes in before a date or venue is locked, so the intake still captures event type and quantity intent but flags the lead as earlier-stage than a confirmed booking.
Corporate event, large quantity
A planner needs over 200 save-the-dates for a corporate event rather than a wedding, which changes the design timeline and print-run pricing your team quotes.
Rush turnaround, tight window
The couple needs cards ready to send as soon as possible, so the timeline answer tells you immediately whether your production schedule can accommodate the request.
No design direction yet
Lead hasn't settled on a design concept or exact quantity, so the intake still qualifies event type and format while flagging that design consultation time will be needed.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More invitations and stationery intake templates
Save-the-Date Cards lead-intake FAQs
How does the intake handle couples who haven't confirmed a venue yet?
The confirmed date and venue question still captures the enquiry, but a 'no' answer scores lower than a confirmed date, so you can see at a glance which leads are ready to order versus still planning.
Can the intake tell printed, digital, and combined orders apart?
Yes. The format question separates printed-only, digital-only, and combined orders, and combined orders carry the highest weight in scoring since they typically represent the largest job.
What if a lead doesn't know how many cards they need yet?
The quantity question includes a 'Not sure' option, so those enquiries still come through and get scored rather than getting stuck or abandoned mid-form.
Does this intake work for corporate or nonprofit save-the-dates, not just weddings?
Yes, the event type question covers weddings, corporate events, nonprofit or fundraiser events, and private celebrations, so you can route non-wedding enquiries differently from your wedding-invitations pipeline.
How does the design concept answer get used?
Whether a couple already has a design concept or theme tells you how much design time to budget before you reply, and it pairs with any uploaded inspiration images to speed up the first consultation.
What happens when someone requests an as-soon-as-possible timeline?
The timeline question flags rush requests separately from the 3-6 month or 6-month-plus responses, so you can see turnaround pressure before you commit to holding a production slot.
Turn save-the-date cards visitors into qualified events
Give every save-the-date cards visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.