Create invitation nomination lists

Create invitation nomination lists

Often, invitation lists are created based on historical events and only uploaded to the system after approval from supervisors. With Invitario, you can map this creation process in the system and thus ensure that only the correct guests with up-to-date contact details are on your invitation lists.

  • First, create the event in Invitario.
  • Create an account target group in > Account > Target Groups and add it to the newly created event.
  • In the event, call up the guest list in > Guests and export it.
  • Add a "Delete" column to the exported list and forward it within the organization. A value should be entered in the "Delete" column for guests to be deleted. The "Access Code" column must not be deleted.
  • After receiving the edited list, start the import wizard in the event in > Guests.
  • In step 4 "Settings" of the import wizard, make the following settings:
    • Unique field in the contact database: Access Code
    • How to handle existing contacts?: Existing contacts will be updated
    • Delete contacts not found in the import file: Yes.
    • Delete existing guests who have a value in this field: Delete
  • Complete the import.
  • Guests with an entry in the "Delete" column and rows/guests no longer in the list will be removed from the guest list.


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