How to Edit and Send an Email Invite Using Handbid

This article will provide steps and information on how to send an email invite to your invitees using the Handbid system.

When you have either imported or added contact to your Handbid invite list you have the ability to send out an invite email to your invitees' using the Handbid system. There are two way to populate the invite list. First, by importing your invitees via the Handbid upload spreadsheet and the other way is by adding contacts based on criteria (e.g. bid in prior events or registered for prior events - for more on importing from pas events click here. ). Sending an invite through Handbid will help to streamline the registration and communication process for your guests. 

To send email invites, you first need to get to the Invite List in your Auction Settings. To do so, go to the "People" dropdown in the left-hand menu, then to Guests, and then to Invite List

                                   



In the Invite List, you can craft and send your own email invite to your guests or donors. First, you will want to create your message. With your message, you can direct or instruct your invitees to your auction. Whether they have yet to purchase tickets and you are directing them to register and purchase tickets. Or they have already purchased tickets outside of Handbid you are directing them to register and view your Handbid auction prior to your event.

 

In the invite list, you will want to select the envelope icon with the pencil. This is how you can edit your invite email.

                       



This will open up a dialogue where use tokens add an image to create your email invitation.

                                   

 

You can send a test email to yourself to see how you invite looks. Understanding the flow of the email will help you craft it all the better. You must add your self to the invite list prior to sending a test email.

                                     

 

When you are ready to send out your invite you simply check the boxes of the next to the names on your invite list then select the envelope with the plus sign.

                               

 

When a user selects the "Get Started" button or the auction URL from the email invite. All of the information you have on the invitee will transfer over to the registration form (e.g. first name, last name, email, phone number). This will make easy and convenient for your invitees to register.