Invitations - User Guide

Created by Help Desk 2, Modified on Mon, Jun 5, 2023 at 4:52 PM by Help Desk 2

Invitations - User Guide


Important Note: Event Invitations and Event Registration are separate systems. To prevent confusion among members, it is recommended to use either one but not both.


The invitations system is an additional feature integrated with the Calendar of Events. It allows administrators to invite members and prospects to specific events. To send an invitation, follow these steps:


1. Access Event Invitations: Click on "Event Invitations" under the "Administrative Functions" section in the main menu.


2. Select an Event: A list of upcoming events from the Calendar of Events will be displayed. Choose the event for which you want to send invitations.


3. Create the Invitation: You will be guided through a series of screens to compose the email invitation.


   - Invitation Details: Enter the host's name and email, and compose a message to the invitees.

   

   - Members/Contacts to Invite: Select the members or contacts you wish to invite.

   

   - Non-Members to Invite: If you want to invite non-members, enter their email addresses.

   

   - Confirmation: Review the message and list of invitees. Click "Continue" to send the emails.


When recipients receive the invitation, they can view the responses from other invitees. You have the option to disable this feature in the MMS Config, Calendar Config settings.


Additionally, you can attach .ics files to invitation emails. These files allow recipients to respond with "yes/no/maybe" directly within their email clients such as Gmail or Outlook. They can also automatically add the event to their calendar.


If you have any further questions or need assistance with using the Invitations feature, please contact our help desk for support.

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