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How to Create an Invite List for a Virtual Event in Zuddl
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An Invite list is a list of email addresses uploaded to Zuddl in CSV format. Invite lists can be used to invite guests to register for an event. Once people register for the event using the invitation, they are added to the relevant audience groups. An invite list can also be used to send email communication to people who have not registered for an event. For example, you can create an invite list for an event's admin team and send them custom communication, such as event invites, special instructions, and so on.
To create an invite list:
Inside Audiences, click the Invite List tab and click + Create invite list.
- In the invite list form, enter the following details:
- List name
- Description
In the Import CSV file upload area, drag and drop or Browse the file from your device and upload it.
- Ensure that you follow the guidelines to create a CSV file. You can also Download a sample CSV template and edit it.
Once uploaded successfully, click Import. The imported invite list is shown under the Invite list tab.
Any empty rows added to the CSV file are ignored when uploading. - By clicking the invite list, you can view the list of email addresses as shown below:
You can view the invitee's name, email address, the status of the response, and other details.
- The Invite list appears in the custom communication Audience drop-down list, wherein you can customize an email and send it to all the invite list members. Learn how to customize an email for invite list members.
When you create a custom email for an invite list, you can add a special link - 'Pre-filled information in invite list.' When an invitee clicks on the special link, they are taken to the event registration form where the invitee details (First name, Last name, Email address, Phone number, Role, Company, and Country ) are pre-filled.
Receiving an email doesn't allow users to attend any event; instead, the users on the invite list must register for the event using the registration link mentioned in the email, and they will be added to the relevant audience group.
Adding invitees manually
Once you've created an invite list, you can also add invitees later manually. To add invitee manually
- Click the +Add invitees button.
- On the invitee details form, enter the following for the invitee:
- First name: First name of the invitee
- Last name: Last name of the invitee
- Email: Email name of the invitee. Mandatory
- Phone number: Phone number of the invitee
- Country: Invitee's country
- Role: Role of the invitee in the company
- Company: Company name of the invitee
Managing custom email to invitees
If any custom emails have been sent, they are shown to be sent to the new invitees. You can choose which emails to send or choose to skip sending the emails and directly add the invitees.
If any custom emails have been sent, they are shown to be sent to the new invitees. You can choose which emails to send or choose to skip sending the emails and directly add the invitees.
In-progress emails will automatically be sent to these new invitees.
Deleting an invitee
An invitee can be deleted from the list by clicking Delete from the more option. When you try to delete an invitee who is added to multiple lists, you can choose to delete the invitee from all invite lists or from the particular invite list.
