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How to create an invitation list
How to create an invitation list

Learn how to add people to an invitation list.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over a week ago

If you have a list of people you wish to invite to your event, you will want to add these people to an invitation list.

People can be added to the invitation list in two ways:

Adding invitees individually

This is best used when you want to add yourself to an invitation list or add a single person as a one-off:

  1. Go to Communications > Invitations

  2. Click on the "0 people" link next to "The invitation list contains" (will display number of invitees if already added)

  3. Click "Add"

  4. In the popup window, enter the invitee's 'Email', 'Firstname', and 'Lastname'

  5. (Optional) Select an attendee category to pre-assign to this invitee

  6. Click "Save" to add this person to your invitation list

Adding people from an uploaded list

This is the most effective way to add a large number of people to your invitation list:

  1. First, make sure your list of people has already been added to Eventsforce (see "How to import a list of people")

  2. Go to Communications > Invitations

  3. In the prompt below "Invite more people by importing from an existing Eventsforce list:", begin typing the list name OR enter an asterisk (*) to return all lists

  4. Select the list of people to create invitees from

  5. (Optional) Choose to assign an attendee category to people on this list

  6. Click "Import"

  7. You will see a red message telling you how many people were added compared to how many may have already existed

  8. The default invitation status for new invitees will be "Invited", whereas the default status for the 'Email' column will show "No" until invites are sent

Note: If importing invitees into different attendee categories, create a separate 'list of people' for each category type (ex: Member Invitees, Nonmember Invitees, Speaker Invitees, etc).

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