How to create invitation lists and send invitations

Step by step

1. 1

   On the events dashboard, click the event you want to send invitations for.

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2. 2

   In the event editor, scroll down past the event assets to the action buttons.

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3. 3

   Click Invitation list. You see your invitees with their work information and status tags.

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4. 4

   Use the quick filters at the top, for example to show only selected rows or only private contacts, or search by name or email.

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5. 5

   For more precise lists, click Advanced search and filter by fields such as guest type or event tag.

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6. 6

   When your selection is ready, click Save to return to the event editor.

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7. 7

   Click Send invitation and choose to email everyone, only new contacts, or contacts you select.

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8. 8

   If selecting manually, tick the names you want and click Send.

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9. 9

   Campaigns work the same way: open a campaign and use the action buttons at the bottom to manage its invitation list and send it.

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