Event Onboarding: Filter Invites

Learn how Event organizers can browse and select relevant invites by filtering their delivery status and seats claimed on the Invites tab.

To be covered

• Filtering Invites by Status
• Filtering Invites by Seats
• Send emails to filter - unsent invites 
• Resend invites to filter - unclaimed invites

Filtering Invites by Status

1. Navigate to the Invites sub-tab, and click on the small icon ( ) next to Status.
2. Two options are provided:
   • Sent: Displays how many times an invite has been delivered and has been sent to the participant.
   • Not sent: Displays invites that have not been sent the invite yet.
3. Select the status you wish to filter.
4. After that, you can see what attendees fall within the selected criterion. 👍

Filtering Invites by Seats

1. Navigate to the Invites sub-tab, and click on the small icon ( ) next to Seats used.
2. Two options are provided:
   
   • None claimed: Displays invites that have been fully claimed already.
   • Partially claimed: Displays invites that still have seats available.
3. Select the invites you wish to filter.
4. After that, you can see what attendees fall within the selected criterion. 👍
   
   
   
   

Send Emails to filter - unsent Invites 

To do that,

1. Go to the Invites sub-tab, and click on the small icon ( ) next to Status.
2. Then, you'll see two statuses to choose from: "Sent" and "Not Sent."
3. Select the status you wish to filter.
4. Next, select all the invites displayed and click Send emails.
5. Attendees will receive the invitation email to the status chosen.
   
   

📩 Resend invites to filter - unclaimed invites 

1. Navigate to the Invites sub-tab, and click on the small icon ( ) next to Seats.
2. You'll see a list of two categories, "None Claimed" and "Partially Claimed."
3. Select the None claimed.
4. Select all the invites displayed and click Send emails.
5. Attendees will receive the invitation email again.
   
   

Last updated - July 2022. 

Written by Natasha Santiago. 

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