COMMS CENTRE - INVITE TOOL
COPY A PREVIOUS INVITATION
THERE WILL BE TIMES THAT YOU NEED TO COPY AN INVITATION THAT YOU HAVE SENT OUT BEFORE. OR YOU NEED TO COPY AND EDIT A PREVIOUS INVITE AS THERE HAS BEEN AN UPDATE SINCE YOUR LAST INVITATION. FOLLOW THESE SIMPLE STEPS.
Step 1: Click on the yellow Invite Delegates lozenge
Step 2: Click on the copy button
Step 3: Select the list that you want to send this list to – or de-select all lists if you are not sure at this stage who you are sending it to
Step 4: Name your invite – date stamps are useful here
Step 5: Make sure that the following is correct:
- Email Subject
- From Name
- From Email Address
- Wording for decline screen
- Message displayed when users decline
Step 6: Press the next button
Step 7: Make any changes to the invite text that you need and press Next
Step 8: Check all this information is correct and make any necessary changes.
Step 9: If you want to exit and come back to the email at a later stage, press Exit. Otherwise follow these steps on sending an invite.