Home → Events/Training → Invitations page → Sending invites

6.2. Sending invites

To send invitations to contacts:

1. Click the Invite Contacts button at the top-right of the Invitations page.
2. A pop-up window will appear with the following options:

Step 1: Choose a Template

• Select the email template you wish to use for the invitation.
• Templates can be added to Main Menu -> Marketing -> Templates.

Step 2: Set Email Subject

You can set the email subject of the invitation email.

Step 3: Choose the Sending Email

• Select the SMTP Email Account to send the invitation from.
• This ensures the invite is sent from the correct organisational email address.

Step 4: Select Source

You can send invitations based on either Reports or Contact Interests.

Option A – Based on a Report:

1. Choose Report as the method.
2. Select a report from the dropdown. Only reports with ContactGUID as an output are available (similar to the Bulk Contact Saved Reports page).

Option B – Based on Contact Interest:

1. Choose Interest as the method.
2. Select one or more contact interests from the dropdown list.

Step 5: Invite Again (Optional)

• Tick the Invite Again? checkbox to resend invitations to contacts who have already received an invite.
• Leave unchecked to send invitations only to contacts who have not yet been invited.

Step 6: Send Invitations

• Click Submit to dispatch the invitations.
• Once sent, the invited contacts will immediately appear in the Invitations list on the page.