User GuideUser Guide Menu InvitationsHow to Send an Invite - One at a Time

How to Send an Invite - One at a Time

Once you have customized your group and assigned your invites, you are ready to send out your invitations!  Guest information can be uploaded a few different ways.  One at a time, via a bulk import, using salesforce, or by accessing the guest list.

On the "Send New Invites" screen, you'll first need to select a group.  You will only see the groups that you have assigned invites for populate in the drop down menu.

Note: Each guest invited to an event must have a unique email address. The same email address cannot be invited or saved into the system twice for the same event. Guests can share the same CC email address in their profiles. Users can add multiple CC email addresses to a guest profile. The CC email addresses will receive the same communication as the main email address. 

This article is focused on sending an invite one at a time.

Once you have selected the group, you will see the "Add Individual" Box populate.  Here you can enter the guest's Email Address, First Name, Last Name, Company, CC Email (for an assistant or secretary to be copied on the guest invite), and any data for the custom fields that you created.

Once you have added the guest's information, click "Add to Invite List".

The guest name will populate on the Invite List on the righthand side of the screen.  The number of invites you are sending is indicated on the top right of the "Invite List" header bar.  You will also see the number of "Invites Left to Send".  This is based on your allocations for the group you are in.

If you are ready to send your invites, click "Send Now".  

If you want to save your invites to the system but not actually send anything to the guests, click the "Create Attendee Profiles Only. Do Not Send Invites." box and then select "Save Invites".  

You may choose to do this if you already know these guests are coming and you want to manually RSVP them to the event.

If you are not yet ready to send invites to this guest, you can select "Save as Draft".  The invite will be saved on the RSVP Status page under "Drafts".  You can save guests here and then send them invites when you are ready.

You will receive an email recap once all invitations have been sent, saved or drafted.