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Email invitations

Learn how to configure Email invitations, send immediately or schedule.

Updated over a week ago

With our enhanced Event Communications, managing your email invitations is simple and efficient. This guide will help you configure your invitations, send them immediately, or schedule them for later.


In order to access to Email invitations, first click on "Event" card you'd like to invite guests and navigate to the "Communications" tab. From here, click "Invite guests" option in the Invitations section and select "Email" as your delivery method.

Configure your Email Invitation

  1. Add a Custom Message:

    • Click, "Add a custom message" option to personalize your invitation.

    • Customize the content to suit your event and audience and "Save".

  2. Select Guests:

    • Choose from "Groups," "Contact lists," "Offices," or individual "Contacts."

    • You can see "Selected" guests on the right column.

    • Ensure you have selected all relevant recipients to maximize engagement.

  3. Preview the Invitation:

    • After you are done with the configuration, click the preview option if you'd like to see how the invitation will appear on Email.

Send Immediately

  1. Make sure you've selected your guests and inputted your custom message.

  2. Click the "Send now" button to dispatch the invitation right away.

Schedule

  1. Make sure you've selected your guests and inputted your custom message.

  2. Click the "Calendar" icon to set a schedule.

  3. Select the date and time you want the invitation to be sent. Your schedule date/time should be before your event start date/time.

  4. Confirm the schedule by clicking "Continue" option.

  5. Click the "Schedule" button.

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