Invitation List

Now you have designed your email we will add your delegates. In order to create the invitation list we require:

Email – required by Cvent First Name – required by Cvent Last Name – required by Cvent

  • Hover over Promotion and Communication.
  • Select Invitation Lists.
  • Next click List Members and Import Contacts.

If it is your first import you can leave the default selections. If updating a list choose the correct option listed that suits your requirements.

  • Click Next

On the following screen you can Download a File which will provide you with a ContactImportHeaer.txt file with all the contact information fields in our account.

  • Open the .txt in excel and ensure you input information in

Email Address (column D)

First Name (column E)

Last Name (column C)

  • Save the file as .txt or .xlsx

Back in Cvent click Browse and locate your import file.

  • Click Next.

The following screen shows you the fields you are importing.

  • Click Next.

If this is the first time you are creating the list create Add Contact Group. This will keeps our contact book organised.

  • Insert a name relevant to your event
  • Click Save.
  • Click Next.

On the following screen you will see a summary of your selections throughout the import process.

  • Ensure you select Yes to confirm you have permission to send the invitees emails related to your business.
  • Click Finish.

You can view the import progress by clicking the Import Summary link in green.