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Contact Invitations

362 bytes added, 16:29, 20 December 2016
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===New Invitation Template Form Field Options===
[[Image:New-inviteation-templatetemplates.png|link=|1200px]]<br />
* '''Name''' - Enter a name of this New Invitation Template.
* '''Signup Page''' - Select an existing signup page where new contacts will be directed to to complete their registrations (only contact/hybrid signup pages will display).
* '''Description''' - Enter a description for this Invitation Template.
* '''Applied Roles''' - Select the role or roles that will be applied to a contact who accepts an invitation.
* '''Instructions''' - instructional text that will appear when the invitation template is being used
* '''Maximum Number of Invites''' - use to define a maximum number of Invites. An alert message is shown if the max # of invites is reached.
* '''From Address''' - The email address that will populate the "from" field in the recipients email. Typically an organization contact will be used or a do-not-reply address.
* '''Email Subject''' - The text that will populate the "subject" field in the outgoing email. This informs the recipient of the email what to expect in the email body.
* '''Accept Confirmation''' - The accept confirmation page is the webpage that an invitee is taken to upon the acceptance of the invitation. On this page you may reiterate the contact's decision to accept the invitation as well as provide them with additional information they may require regarding their involvement. Note: This section includes a sample template that will assist you in crafting your message and webpage.
* '''Decline Confirmation''' - The decline confirmation page is the webpage that an invitee is taken to in the event they decline your invitation. On this page you may reiterate their decision and thank them for their reply. Note: This section includes a sample template that will assist you in crafting your message and webpage.
* '''Activate Template''' - if checked then the Invitation template will be available for use on the live instance
==Invite Contacts/Participants==
Smartstaff, administrator
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