{"id":14861,"date":"2026-05-13T10:06:10","date_gmt":"2026-05-13T10:06:10","guid":{"rendered":"https:\/\/cmacademy.events\/knowledge-base\/saadan-inviterer-og-rykker-du-potentielle-deltagere\/"},"modified":"2026-06-24T10:33:32","modified_gmt":"2026-06-24T10:33:32","slug":"saadan-inviterer-og-rykker-du-potentielle-deltagere","status":"publish","type":"ht_kb","link":"https:\/\/cmacademy.events\/da\/knowledge-base\/saadan-inviterer-og-rykker-du-potentielle-deltagere\/","title":{"rendered":"S\u00e5dan inviterer og rykker du potentielle deltagere"},"content":{"rendered":"\n<p>The <strong>Invite and remind<\/strong> tab is used to manage potential participants, send invitations, and follow up with reminders. To do this, you need to invite participants through the Conference Manager system. <\/p>\n\n<p>If you simply want to invite participants outside of the system, click <a href=\"https:\/\/cmacademy.events\/da\/knowledge-base\/inviter-uden-om-systemet\/\">here<\/a> for a guide.<\/p>\n\n<h3 class=\"wp-block-heading\">Add potential participants<\/h3>\n\n<p>First, you need to add potential participants to the invitation list. <\/p>\n\n<p>Go to <strong>Invite and remind<\/strong>, <strong>Invitation list<\/strong>, click <strong>Add potential participants<\/strong>.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"459\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-8.png\" alt=\"\" class=\"wp-image-14319\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-8.png 940w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-8-300x146.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-8-768x375.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-8-50x24.png 50w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n<p>You can choose between <strong>Personal email addresses<\/strong> and <strong>Group emails<\/strong>.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"641\" height=\"449\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-9.png\" alt=\"\" class=\"wp-image-14339\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-9.png 641w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-9-300x210.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-9-50x35.png 50w\" sizes=\"auto, (max-width: 641px) 100vw, 641px\" \/><\/figure>\n\n<p><strong>Personal email addresses<\/strong><br\/>Use this option if you want to add known participants to the invitation list. You can add participants manually or upload an external file with the relevant participant information. <\/p>\n\n<p>When adding personal email addresses manually, you can select the participant category and enter information such as first name, last name, and email address.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"424\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-10-1024x424.png\" alt=\"\" class=\"wp-image-14344\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-10-1024x424.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-10-300x124.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-10-768x318.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-10-50x21.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-10.png 1315w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>If you upload a file, you will be asked to match the columns in your file with the personal information fields in Conference Manager.<\/p>\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"855\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-12.png\" alt=\"\" class=\"wp-image-14362\" style=\"width:408px;height:auto\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-12.png 642w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-12-225x300.png 225w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-12-38x50.png 38w\" sizes=\"auto, (max-width: 642px) 100vw, 642px\" \/><\/figure>\n\n<p>Personal email addresses are used for personal invitations. This means that each invited person can be tracked individually. When a person registers through their personal invitation, they are moved from the invitation list to the participant list.  <\/p>\n\n<p><strong>Group emails<\/strong><br\/>Use this option if you want to send an invitation to a shared or general email address, where the exact recipients are not known in advance. Recipients who receive the invitation can then register for one of the open participant categories. <\/p>\n\n<p>You can add group emails manually by entering a group name and group email address, or you can upload an external file with several group emails.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"318\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-11-1024x318.png\" alt=\"\" class=\"wp-image-14349\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-11-1024x318.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-11-300x93.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-11-768x238.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-11-50x16.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-11.png 1314w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>If you upload a file with group emails, you will be asked to match the columns in your file with the fields <strong>Group name<\/strong> and <strong>Group email<\/strong>.<\/p>\n\n<p>Please note that group emails are not personal invitations. This means that recipients are not tracked individually in the invitation list. When someone registers through a group email invitation, the group email entry is not moved from the invitation list to the participant list, and you cannot track exactly who registered from that specific email.  <\/p>\n\n<h3 class=\"wp-block-heading\">Invitation list<\/h3>\n\n<p>Once potential participants have been added, they will appear in the <strong>Invitation list<\/strong>.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-15-1024x467.png\" alt=\"\" class=\"wp-image-14392\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-15-1024x467.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-15-300x137.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-15-768x350.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-15-50x23.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-15.png 1516w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>From the <strong>Invitation list<\/strong>, you can select one or more participants and perform the following actions:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Export<\/strong> the selected participants to an Excel file<\/li>\n\n\n\n<li><strong>Send email<\/strong> directly to selected participants<\/li>\n\n\n\n<li><strong>Send text message (SMS)<\/strong> to selected participants<\/li>\n\n\n\n<li><strong>Change status<\/strong> for selected participants<\/li>\n\n\n\n<li><strong>Register<\/strong> participants manually<\/li>\n\n\n\n<li><strong>Delete<\/strong> selected participants from the list<\/li>\n<\/ul>\n\n<p>You can also use the search field to find specific participants and apply filters to narrow down the list.<\/p>\n\n<p>To send an invitation, you can select the relevant participants and click <strong>Invite<\/strong>. You can also invite the participants under the <strong>Invitations<\/strong> tab. <\/p>\n\n<h3 class=\"wp-block-heading\">Invitations<\/h3>\n\n<p>To send invitations and reminders, go to the <strong>Invitations<\/strong> tab.<\/p>\n\n<p>Here, you can:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Create and manage invitation templates<\/li>\n\n\n\n<li>Send invitations to selected participants<\/li>\n\n\n\n<li>Send reminders to participants<\/li>\n<\/ul>\n\n<p>To create a new invitation template, click <strong>Set up new invitation<\/strong>.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"429\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-16.png\" alt=\"\" class=\"wp-image-14409\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-16.png 940w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-16-300x137.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-16-768x351.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-16-50x23.png 50w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n<p><strong>When creating the invitation template, make sure to insert a link that allows recipients to register for the event.<\/strong><\/p>\n\n<p>To insert a link, click <strong>Insert link<\/strong> in the editor toolbar and choose <strong>Select a page on the website<\/strong> under <strong>Link address<\/strong>. You can choose between different link options, including: <\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Event description<\/strong> \u2013 links to the event front page (if you have one).<\/li>\n\n\n\n<li><strong>Registration<\/strong> \u2013 links directly to the registration page.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"856\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-17-1024x856.png\" alt=\"\" class=\"wp-image-14414\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-17-1024x856.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-17-300x251.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-17-768x642.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-17-50x42.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-17.png 1163w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>You can also choose to insert a <strong>No thank you (I do not wish to participate)<\/strong> link if you want recipients to be able to decline the invitation. If a recipient clicks this link, their status in the <strong>Invitation list<\/strong> will automatically be updated to <strong>No thank<\/strong> <strong>you<\/strong>. <strong>Please note:<\/strong> The <strong>No thank you<\/strong> link only works for <strong>personal email invitations<\/strong>. It does not work in the same way for <strong>group emails<\/strong>, because group emails are not connected to individual recipients in the invitation list.  <\/p>\n\n<p>Enter a link text and click <strong>Save<\/strong>. Then enter the rest of the invitation text, assign a reference name (only for your internal use), and save the template. <\/p>\n\n<p>The template will then be visible in the template overview.<\/p>\n\n<p>To send the invitation, mark it in the overview and click <strong>Go to dispatch<\/strong>. <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-18-1024x467.png\" alt=\"\" class=\"wp-image-14424\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-18-1024x467.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-18-300x137.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-18-768x350.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-18-50x23.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-18.png 1480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>The dispatch flow consists of three steps:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"329\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-1024x329.png\" alt=\"\" class=\"wp-image-14433\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-1024x329.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-300x96.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-768x247.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-50x16.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-1536x493.png 1536w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-2048x657.png 2048w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-19-1568x503.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h4 class=\"wp-block-heading\">1. Content<\/h4>\n\n<p>In the <strong>Content<\/strong> step, you can review or edit the specific dispatch before sending it.<\/p>\n\n<p>Click <strong>Next step<\/strong> when the content is ready.<\/p>\n\n<h4 class=\"wp-block-heading\">2. Recipients<\/h4>\n\n<p>In the <strong>Recipients<\/strong> step, select who should receive the invitation.<\/p>\n\n<p>You can filter recipients by for example:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Participant category<\/li>\n\n\n\n<li>Status<\/li>\n<\/ul>\n\n<p>Use <strong>Show persons<\/strong> to manually choose specific persons.<\/p>\n\n<p>Click <strong>Next step<\/strong> when the recipients have been selected.<\/p>\n\n<h4 class=\"wp-block-heading\">3. Schedule<\/h4>\n\n<p>In the <strong>Schedule<\/strong> step, choose when the invitation should be sent.<\/p>\n\n<p>You can choose to send it:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Now<\/strong><\/li>\n\n\n\n<li><strong>Later<\/strong> (then choose date and time)<\/li>\n<\/ul>\n\n<p>Click <strong>Send<\/strong>\/<strong>Schedule<\/strong> to dispatch the invitation.<\/p>\n\n<p>If you schedule a dispatch, it will be shown under <strong>Scheduled dispatches<\/strong> until it is sent.<\/p>\n\n<p>See all sent emails under <strong>Communication<\/strong> and <strong>Sent emails<\/strong>. <\/p>\n\n<h3 class=\"wp-block-heading\">Track responses and send reminders<\/h3>\n\n<p>After invitations have been sent, you can monitor responses from both the <strong>Invitation list<\/strong> and the <strong>Participants<\/strong> tab.<\/p>\n\n<p>In the <strong>Invitation list<\/strong>, the <strong>Status<\/strong> column shows the current status for each potential participant, for example whether they have been invited, have not yet been invited or have declined the invitation.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"339\" height=\"277\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-21.png\" alt=\"\" class=\"wp-image-14457\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-21.png 339w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-21-300x245.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-21-50x41.png 50w\" sizes=\"auto, (max-width: 339px) 100vw, 339px\" \/><\/figure>\n\n<p>Potential participants invited via <strong>personal email addresses<\/strong> remain in the <strong>Invitation list<\/strong> until they register for the event. Once a participant completes their registration, they are automatically removed from the Invitation list and added to the <strong>Participant list<\/strong>. <\/p>\n\n<p>This allows you to keep track of:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Who has not yet been invited<\/li>\n\n\n\n<li>Who has not yet responded to the invitation<\/li>\n\n\n\n<li>Who has declined the invitation<\/li>\n\n\n\n<li>Who has registered for the event<\/li>\n\n\n\n<li>Who may need a reminder<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Send reminders<\/h3>\n\n<p>To send reminders to participants who have not yet responded, go to <strong>Invite and remind<\/strong> and <strong>Invitations<\/strong>.<\/p>\n\n<p>Click <strong>Set up new invitation<\/strong> and create a reminder email template with a registration link. You can also include a <strong>No thank you<\/strong> link if needed. <\/p>\n\n<p>Once the reminder template has been created, mark it in the overview and click <strong>Go to dispatch of reminders<\/strong>.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-20-1024x467.png\" alt=\"\" class=\"wp-image-14450\" srcset=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-20-1024x467.png 1024w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-20-300x137.png 300w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-20-768x350.png 768w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-20-50x23.png 50w, https:\/\/cmacademy.events\/wp-content\/uploads\/2026\/05\/image-20.png 1480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>The system will automatically apply filters so that the reminder is sent only to recipients who have not yet responded to the invitation.<\/p>\n\n<p>The reminder dispatch follows the same three-step process as sending invitations:<\/p>\n\n<ol class=\"wp-block-list\">\n<li><strong>Content<\/strong> \u2013 Review and edit the reminder message.<\/li>\n\n\n\n<li><strong>Recipients<\/strong> \u2013 Verify the automatically selected recipients.<\/li>\n\n\n\n<li><strong>Schedule<\/strong> \u2013 Choose whether to send the reminder now or at a later time.<\/li>\n<\/ol>\n\n<p>Click <strong><strong>Send<\/strong><\/strong>\/<strong><strong>Schedule<\/strong><\/strong> to dispatch the reminder.<\/p>\n\n<div class=\"author-box\" style=\"display: flex; align-items: center; gap: 20px; padding: 30px 0; font-family: 'Titillium Web', sans-serif; margin-top: 50px; border: none;\"> \n  <img decoding=\"async\" src=\"https:\/\/cmacademy.events\/wp-content\/uploads\/2025\/05\/Design-uden-navn-41.png\" alt=\"Elisabeth Bj\u00f8rn Andersen\" style=\"width: 80px; height: 80px; border-radius: 50%; object-fit: cover; box-shadow: 0 0 12px rgba(24, 90, 188, 0.5);\"\/>\n  <div style=\"display: flex; flex-direction: column; justify-content: center;\">\n    <div style=\"font-size: 20px; font-weight: 700; color: #185ABC; margin: 0;\">Elisabeth Bj\u00f8rn Andersen<\/div>\n    <div style=\"font-size: 14px; color: #555; margin: 0;\">Published: 13.05.2026<\/div>\n  <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Invite and remind tab is used to manage potential participants, send invitations, and follow up with reminders. To do this, you need to invite participants through the Conference Manager system. If you simply want to invite participants outside of the system, click here for a guide. Add potential participants First, you need to add &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/cmacademy.events\/da\/knowledge-base\/saadan-inviterer-og-rykker-du-potentielle-deltagere\/\" class=\"more-link\">L\u00e6s resten<\/a><\/p>\n","protected":false},"author":6,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[377],"ht-kb-tag":[5845],"class_list":["post-14861","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-supportartikler","ht_kb_tag-invitation-2","entry"],"_links":{"self":[{"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/ht-kb\/14861","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/comments?post=14861"}],"version-history":[{"count":2,"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/ht-kb\/14861\/revisions"}],"predecessor-version":[{"id":14911,"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/ht-kb\/14861\/revisions\/14911"}],"wp:attachment":[{"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/media?parent=14861"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/ht-kb-category?post=14861"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/cmacademy.events\/da\/wp-json\/wp\/v2\/ht-kb-tag?post=14861"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}