Add Multiple Invitees to the Invitation

Invitees are the constituents to whom you send an invitation for an event. To add multiple invitees at one time, you can add a selection of constituents as invitees. When you add a constituent selection to the invitee list, you can also select the criteria, such as solicit codes, of the constituents in the selection to exclude from the list.

Tip: To add multiple invitees, you can also copy the invitee list from another event, such as the previous year’s instance of an annual event. For information about how to copy invitees, refer to Copy Invitees.

1. On the invitee list page of the invitation, select the Invitees tab.

2. Select Add and select Multiple constituents. The Add multiple invitees screen appears.

3. Search for and select the selection of constituents to add as invitees.

4. Select the criteria of the constituents in the selection to exclude from the invitee list.

   1. Select Exclusions. The Exclusions screen appears.

   2. In the Consider exclusions as of field, select whether to consider the exclusion criteria as of the current date or a specific date, such as the mail date of the invitation. If you select Specific date, select the date to use.

   3. Under Exclusions, select the solicit codes of additional constituents to exclude from the invitee list. Under Required Exclusions, the solicit codes excluded from communications appear.

   4. Select whether to exclude constituents marked as deceased or inactive.

   5. Select Save. You return to the Add multiple invitees screen.

5. To return to the Invitees tab, select Save.