How do I invite participants to my event?

How do I invite participants to my event?

What is the issue you're facing?

I have built my event and now need to invite my suppliers. How do I do this?

Solution

The final stage of setting up a new event is inviting your participants.

From the final “Invite Participants” tab click on “Add New Participant”.


A pop-up will then appear with five options:
  • Add Participant Manually (by adding in each supplier’s email address)

  • Upload List (use the template provided to upload a CSV file with multiple participant email addresses)

  • Pick Group (choose from a pre-defined list of suppliers)

  • Pick From Participant Database (choose suppliers who has previously been invited to sourcing events)

  • Supplier Discovery



Figure - Adding Participants


Once you’ve added your suppliers, you must decide whether or not to automatically accept participants. Most users leave this box ticked so that all invited suppliers are automatically accepted. If an uninvited supplier tries to join using an invite code (e.g. after being forwarded an invitation), you’ll still need to accept them before they will be able to participate.


Figure - Automatically Accepting Participants


Inviting participants and taking the event live

Finally, click on the “Invite Participants and Finish” button to put your event live. This will move your event from “Draft” stage to “Current” and will trigger an email invitation to be sent to your suppliers. To see what this email contains, set up an event in the Sandpit and invite the Sandpit users - you’ll then receive a copy of the email that is sent to suppliers.


Figure - Putting the Event Live



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