How to Invite Participants
In Eleo, you can manually invite participants to an event.
- Please note, that when you are adding participants via creating a list within the Events Module, it will not automatically send out an invitation.
- You may create a mailing in the Mailings tab, through the Events Module, and filter for the participants that you would like to send this out to, though it will not automatically be sent from Eleo on its own, as this is a manual process.
1) Navigate to the Event that you would like to invite participants to by clicking on Search Events under the Events Module in Eleo.
2) Next click on the corresponding Event that you would like to track, invite participants to, and select it.
3) To invite participants from the event that you are in, navigate to the Participants tab, and then click on the green button to search for their names or by creating a list using the ‘Build List’ button.
4) Once you click on ‘Add Filter’, and select your criteria, you can save your filter. Then press ‘Next Step’.
5) Depending on your filter, the number of available contacts will update. Then you will be brought to a screen where you can review the participants that you are choosing to invite to the event.
- Click on ‘Remove’ for any participants that you would not like to invite.
6) Then click on the ‘Save’ button in the upper right-hand corner of the screen.
You have now successfully tracked your invited participants to your event through the Events Module!
- Please remember, these contacts have been manually listed through the Events Module so you can see who you have invited.
To formally invite them via a Mailing, use the Mailings tab of the Events Module:
Please feel free to contact our office at 1-844-676-ELEO (3536) if you have any questions, or email us at Support@EleoOnline.com for further assistance.
Definitions:
Event: name of the event.
Participants: individuals or organizations invited to the event or who have given to the event in some way.
Mailing/Appeal: general email or hard copy letters sent to your donors for various reasons (Ex. Newsletters, campaign appeals, etc.).
Navigate to the Glossary tab in the Library, which is located in the upper right-hand corner of Eleo, to learn more about our software’s definitions related to Events and Mailings.