How to send invitations?
Roksana
Last Update a year ago
Go to Communication and use the creator to prepare an email template inviting participation in the event.
Once the template is ready, all you need is a list of recipients. You can create it by clicking the icon on the message template list. After using it, a screen with a list of attendees will appear, which you can filter using the Filter button.
If you are sending invitations to records that have been imported, remember that the filter should include records with the imported status. You can save the filter settings as a Filter Set for later use or directly apply the filter to the participant list to direct the invitation message to the filtered records.