Quickly invite attendees and track their registration status using the Invitation feature. It ensures each participant is pre-registered with accurate contact and classification details—saving time and avoiding duplicate records.These invitations are necessary to initiate email communication and event access for your attendees.
How do I add an invitation?
Create a new recipient record
Adding an invitation starts with creating a recipient record. This step ensures that each invitee has a unique identifier before sending invitations.
Go to Registration Menu → Invitations → Add Invitations.
On the Add Invitation screen, complete the fields provided. Required fields are marked with a red bullet point.
Required and optional fields
Invitation Group: Select from the dropdown.
Invitation Code: Enter a unique code or use the Auto-Generate option.
Classification Type, Role, Sub-Role: Define the invitee's classification tiers.
Access Code: Add the relevant access code.
Primary Package: Choose the appropriate event package.
Promo Code, Marketing Code: Enter codes if applicable.
Prefix, Suffix: Select from dropdown menus.
First Name, Last Name, Badge First Name, Badge Last Name: Input personal and badge information.
Mobile Phone, Phone, Extension, Fax: Enter contact numbers.
Job Title, Division, Company: Provide professional details.
Email, Additional Email, CC Email: Enter primary and secondary email addresses.
CC Name, CC Phone, Only CC Receives Email: Configure copy recipients.
Address 1/2/3, City, State, Postal Code, Country: Enter the invitee’s address.
Emergency Contact Name, Email, Phone, Relationship: Add emergency details.
Finalize the invitation
Click Save and Email to send the invitation immediately.
Click Save to store the invitation without sending.
How do I edit an invitation?
Click the Edit icon beside the invitee’s name on the Invitation List.
Update any required fields on the Invitation screen.
Click Save to confirm changes.
All fields available during addition are also editable.
How do I search for invitations?
The Invitation Search helps you find specific invitees based on filters like payment status or registration attributes.
Go to Registration Module → Functions menu → Registration Search.
On the Filters for Search Results page:
Use the Filters section to set search parameters.
Use the Display Column section to choose which fields appear in the results.
Click Search.
You can save and share your search criteria with other Admin Users.
The Invitation feature streamlines how you onboard participants by ensuring accurate and organized records before event registration begins. Editing and searching tools help you stay in control throughout the process.