How do I create and manage 'Invitations' for my event?

Sending invites is simple. Firstly click on the 'Invitations' tile on your Event Dashboard.

You can create new invitations individually or import them from a CSV file. Simply click on 'Create New Invitation' option or the 'New Invite' button to begin adding a new individual invitation.

You will then be asked to provide the email address, first name and last name of the attendee to be invited (these are mandatory requirements). You also have the option to add a subject and/or individual message to your invitations to add a personal touch.

If you wish to preview the invitation email, click on the 'Preview Invite Email' button to see it displayed in a new window. Finally - before you click to 'Save Invite', click on the 'Send Invitation Email' checkbox before you save to automatically send the invitation when you submit!

How do I import invitations for my event?

You can add bulk invitations by downloading a CSV template from the Invitation Imports area and adding your invitations to it, one invitation per row. If you have tracks enabled in your registration form, you will be asked to select the track appropriate for the list of invitees you wish to import. You also have the ability to send invitation emails to all imported invitees once you have submitted your CSV file.

When you are ready to upload, simply select 'Choose File', select your CSV and click on the 'Upload Invitations' button. Before you submit, you can enable the 'Send invitation emails' checkbox to automatically send out your invitations once they have been imported. Attendees will receive a no-reply email inviting them to access the event microsite and register.

How do I manage my event invitations?

When you have invitations created for your event, you will see the Invitations grid populated with all current invitations in your event.

If there are invitations pending to be sent, you will see a banner message displayed at the top of the page, along with a button allowing you to send out any pending invites immediately. If you wish to send out a single invitation, click on the 3 dots at the end of the row of the invitation you wish to send and select 'Send' from the menu displayed.

Once an invitation/invitations have been sent, you will see that the Invitations grid updates to show you when the invitation(s) were sent.

When the attendee accepts the invitation, you will see the grid update again to show this status, and once they register, they will show as 'Registered' on your Invitations grid. If you need to resend an individual invitation, simply click on the 3 dots at the end of the row of the invitation you wish to send and select 'Resend' from the menu displayed.

If you need to edit an individual invitation, click on the 3 dots at the end of the row of the invitation you wish to send and select 'Edit' from the menu displayed. You will then see the following page:

From here you can make amendments as required, with the option to automatically send out a new invite once you save at the bottom of the page.

If you need to update the status of an invitation for any reason (eg an invited attendee has registered using a different email address to that of the invitation or an attendee has declined to attend), you can toggle the status on this page using the 'Invitation Status' menu:

If you have Invitation RSVPs enabled for your event, there are some further options available to you - please read this article if you wish to learn more about the Invitation RSVPs feature.