Invitation List

Ensure Contact SnapShot is enabled for the event.

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 Account Number - required if using Lumi AGM Mobile Password - required if using Lumi AGM Mobile

  • 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)

Account Number (column BO)

Password (column BL)

  • 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.
  • 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.