Add Event Invitations

From the Invitations tab of an event record, you can add invitations to send through mail or email for the event. As you set up an invitation, you can specify addresses, name formats, and packages to use for invitees. After you add an invitation, you can open the invitee list to specify the constituents to receive the invitation and then start the process to send invitations.

1. On the Invitations tab of an event record, select Add under Invitations. The Add invitation screen appears. For information about the items on this screen, refer toAdd Invitation Screen.

2. On the General tab, enter a unique name and description to help identify the invitation.

3. In the Mail date field, select the date you plan to send the invitation to its invitees.

4. Under Results, select whether to create a selection of the constituents who receive the invitation. If you select Create selection from results, enter a name to identify the selection and select whether overwrite an existing selection with the same name.

5. To set up the content and delivery method of the invitation, select the Processing Options tab.

6. Select whether to send the invitation through mail, email, or both.

   If you select to send the invitation through both mail and email, the invitation sends in accordance with the communication preferences configured for each invitee. Select which method to use for constituents without a communication preference for mail or email.

7. Select the package to use for the delivery methods. The Cost and Content fields display the budget cost and items included in the package.

8. In the Address processing field, select the option to use to determine which address types to use with the constituents included in the invitation. From the field, you can add or edit an address processing option.

9. In the Name format field, select the option to use to determine addressees and salutations to use with the constituents included in the mailing. From the field, you can add or edit a name format option.

10. In the Include field, select the types of constituents from the invitee list to include in the mailing.

    • When you select All qualifying constituents, the invitation includes constituents that meet the selection and exclusion criteria.

    • When you select Qualifying individuals and organizations, the invitation includes all individual and organization constituents that meet the selection and exclusion criteria. Select whether to include only one person per household when multiple qualifying individuals share a household and whether to include individuals who are not members of a household.

    • When you select Qualifying households, the invitation includes all constituent households that meet the selection and exclusion criteria. Select whether to also include qualifying households that do not have members.

11. To return to the Invitations tab, select Save.

    Note: For information about how to add invitees to the invitation, refer to Add an Invitee to an Invitation.