Select Invitation Template Before Sending

This feature allows you to select the invitation template you would like to send to each type of visitor. You can change which template is going to be sent to a group of visitors by selecting a template from this pick list, and then checking the names within the section below and clicking 'Send'.

Sending to Group of Participants

Within the invitation manager, each type of visitor (Meeting Owners, Speakers, Attendees, etc.) is grouped together and has an invitation template shown in the group header bar.

• When first opening the invitation manager - This template is set to the default template for the center and visit type of the engagement,
• If a different template is selected and sent to the visitor group, that will become the new default shown in this pick list.

Sending to an Individual

Click on the 'Airplane' icon shown above to send a personalized invitation to a participant.

Within the 'Send Invitation' modal, you can change the invitation template that will be sent to this individual using the template pick list below.

To send an invitation to the visitor do the following

1. Choose an invitation template.
2. Click on the 'Send invitation' button to send the invitation

NOTE: In the future, when you reopen the "Send invitation" for this participant will be always selected last sent template instead of what is chosen for visitor type group. So you don’t accidentally send the wrong template