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Adding and Inviting Guests

Guests can be invited to an event in multiple ways. Select a link below to jump to a section.

Invite an Existing Group
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Use the search bar to enter an existing Address Book Group name. Select the group name - the number of people within the group, and the group creation date will appear. Select details for the invitation: 

  • Number of Invitations
  • Type of Invitation
  • Invitation Delivery Method

Select Invite Group. The group will be added to the Guest List. It may take a several seconds to a few minutes for the all names to appear on the Guest List.

Add/Invite an Individual Contact
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Use the search bar to enter an existing contact’s name, and the select the contact to have their information populate. For new contacts, enter first name, last name, and email address - other fields are optional. After entering contact information, select details for the invitation:

Select Add & Invite. The guest will be added to the Guest List.

Upload/Invite a New Group
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Enter an existing Group name to add new contacts to the Group, or enter a new name to create a new Group. Select Browse to find the completed Guest List on your computer, then Process File. A progress bar will appear as the system analyzes the list.

On Preview Upload, select details for the invitation: 

  • Number of Invitations
  • Type of Invitation
  • Invitation Delivery Method

Invite_Group_2.png

Confirm the headers detected by Event Farm match the information in the columns. If they do not, cancel the upload, download the Guest List template, and use the headers listed. Then try again. 

If the headers match the information shown in the columns, select Upload & Invite.

The third page, Upload Complete, shows the number of Contacts added to the Address Book and Guest List, as well as Duplicates and Errors reports. These reports can be used to correct issues and re-invite those guests.

Invite_Group_3.png

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