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Inviting attendees

Invitations to an event go out as a newsletter: one email, written once, sent to the contacts you choose. Link the newsletter to the event, so the invitation stays with the event's other records.

You need the newsletters module, an email account for newsletters, and the email module, which is available in the Enterprise edition. See Newsletters.

Send the invitation​

  1. Open Newsletters and click New.
  2. Type a name, such as "Field day invitation".
  3. On the Details tab, choose the event in Managed events, and write the Subject.
  4. Write the invitation on the Content tab: what, when, where, the ticket types and their prices, and how to register and pay.
  5. Click Add recipients to this newsletter and choose the contacts. In the Recipients window, Managed events narrows the list to the contacts of an event.
  6. Click Save, then open the newsletter and click Send under Actions.

See Newsletter recipients for the Recipients window.

Invite people from an earlier event​

To invite the people of an earlier event, choose that event in Managed events in the Recipients window, and add the contacts it lists.

Example: a field day invitation​

A training coordinator writes a newsletter "You're invited: Groundwater Sampling Field Day", linked to the event. She lists the date, the venue, and the $75 field participant ticket, adds the site contacts of three clients as recipients, and sends it a month before the event.

What you can do next​

  1. Newsletters for everything about newsletters.
  2. Attendees and tickets to follow who registers.
  3. Contacts and companies to import the contacts you invite.
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