Invitation List

The invitation list of the event allows the creation of a personalized invitation, by which the organizer can also insert a registration form if deemed necessary and / or the validation of the invitation only with the use of the email.

How can I add invitees?

Manually

To add an Invitee you need to click on People > Invitees > + Add invitation.

Screenshot of the steps People > Invitees > Add invitation

Enter your invitees' information.

Screenshot of the details of the invitation and the button create.

Then press the blue Create button.

In bulk via spreadhseet

Click on Edit > Import > Download Demo File.

Screenshot of  Edit > Import > Download Demo File.

When the file downloads, enter the information requested, save the file and upload it. 

Click on Import >  Green File Icon > Select your file > Import > End.

Screenshot of  Import >  Green File Icon > Select your file > Import > End.

How do I edit invitees' information?

To edit an invitee's information click People > Invitee. Press the Edit tab in the top right corner and click on an invitee from the list and a new window will open to the right. In this window, you can edit the information of the invitee. 

Press the End button to save the information and finish editing.

Screenshot of the invitation details and the button end.

How can I delete invitees?

You can remove invitees from the platform, to delete a guest or several at the same time. Press the  Edit button, select the invitee(s) you wish to delete by ticking the check box next to their name

Screenshot of the invitee selected to be removed.

Then press the Remove button in the top right corner.

Screenshot of the remove button.

Click the End button once you have finished editing.

How can I extract a report of the invitation list?

Simply click on Edit > Report and you'll

Screeenshot of the edit and report buttons.

a message will pop up and you can click download to go to the report center and download the file. You will also receive a notification when the file is ready to be exported.

Screenshot of the report center notification and the ready download notification.

After that, simply download the file.

How can I filter and search for invitees?

By clicking the Filters button we can filter out the different invitee groups.

Screenshot of the filter and add filter buttons.

By clicking on the Search button you can search terms or a specific invitee.

Screenshot of the search button

How can I send out invites?

Individually

You can copy the custom invitation to a particular guest, who will do the custom redirect using the "copy invitation" button.

Press  People > Invitees, scroll to the right and press the blue Copy invite button

Screenshot of the copy invite button.

Here you have the link to copy

Screenshot of the invite link.

To all invited

Create a custom email and from the email designer click Target and in the Recipients drop-down menu select All invited

Screenshot of the email target tool to all invited.

Select Review and then click Send to send the email immediately.

Screenshot of the review email page focusing on the send button.

How to move invitees to the attendee’s list?

To register a guest as a confirmed attendee at the event, click in Edit and choose the invitee(s) you want.

Next, a window will appear on the right side, and on the second field, Add to select Attendees. Then press Run bulk operation. As you can see, you can also move the invitees to custom lists, using the first field at this window.  

Screenshots of the invitee selected and the bulk chart.

My invitee tried to answer his form but the sentence "It seems like your access code has already been used or was not found" appeared. What can it be?

There are two possibilities for this situation:

  • Your invitee may have already answered the form: in this case, check if his name is on the Attendee's List or on the Waitlist.
  • Your invitee has typed a different email or user from the registered on the invitees list:  in this case, check with him what was informed. Also, check if the registerd data is correct on the invitees list.


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