Send Invitations

After you specify the invitees for an invitation, you can send the invitation to its recipients. After you send the invitation, you can open the Invitation History tab on the Invitees page to view status and history information for the invitation process.

After you run an invitation process, you can run the process again to send additional invitations to selected invitees. For example, when you add invitees to the invitation, you can mark those invitees as Include in next send and run the process again.

1. On the Invitations tab of an event record, select the down arrows next to the invitation to send.

   Note: To send an invitation from its Invitees page, select Send [name of invitees list] invitees under Tasks. The Send invitation screen appears.

2. Select Send on the action bar. The Send invitation screen appears. Edit the information. The items on this screen are the same as the Add invitation screen. For information about the items on this screen, refer to Add Invitation Screen.

   Note: In earlier versions, output formats determined the information in an invitation communication, such as for a merge with Microsoft Word. Invitations now use the export definition associated with the package to determine this information.When you upgrade from an earlier version and have an invitation that has not been sent, you can edit its output format and mail date from the Send invitation screen. If you edit the invitation from the Edit invitation screen, you must select a package to determine its export definition.

3. Select Start. The invitation process status page appears.

   Note: For information about the items on this page, refer to Invitation Processes.