Invite Customers to Your Event

This guide walks you through inviting customers in the Organiser Portal so that invitees gain access to the Exhibitor Portal. You need organiser access to the event. You’ll open the event, search for customers, select contact persons, and send invitations. The result is that selected contacts receive an invitation to participate.

Estimated time: 3–5 minutes.

Tip: use filters to narrow results and confirm invitees appear in the Invitees list before sending.

Step-by-Step Quick Text Guide

- Open Your Routes area.

- Select the Organiser Portal route for your event.

- Open the event view.

- Click Invite in the event menu.

- Search customers by keyword.

- Apply filters such as Sectors, Type, or Status.

- Select contact persons from the customer card.

- Review the Invitees list.

- Click Invite to send invitations.

- Verify that invitations were sent successfully.

Common Mistakes & Fixes

- Opened the wrong area → Ensure you’re in the event view, then open Invite.

- No invitees selected → Add at least one contact person to the Invitees list.

- Filters hide targets → Use Clear to reset filters and search again.

- Wrong event selected → Return to Your Routes and select the correct event route.

- Insufficient permissions → Ensure you have organiser access for the event.

FAQ

Q: Where do I find invitations?

A: Open your event and select Invite in the event menu.

Q: Which fields are always required?

A: You must select at least one contact so Invitees is not empty.

Q: Can I change invitees after sending?

A: Yes. Remove contacts and send again if you need a new batch.

Q: What if sending fails?

A: Clear filters, reselect contacts, and try again. Verify access rights.

Q: Who can invite?

A: Users with organiser permissions for the event.