Hi Michael,
Fundamentally, the Contact Groups and Invitation Lists serve a different purpose:
- Contact Groups are at the admin level. You could for example use them to distinguish Members from Non-Members, or have groups with all past speakers and exhibitors.
- Invitation Lists are at the event level. If you do not distinguish communication to Members and Non-Members for one event, you could add both of those contact groups to the same invitation list. If you have specific VIPs for this event, they can get a separate invitation list, but you wouldn't need a account-level contact group for them since it's only for the one event.
I hope that helps clarifying it for you!
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Béline FALZON
Conference Program Specialist II
California Teachers Association
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Original Message:
Sent: 10-31-2020 07:01
From: Michael Travers
Subject: Contact Groups v Invitation Lists
I am confused. I understand the importance of grouping contacts, but not sure when I want to bulk import to an invitation list and assign to a contact group is there an easy way to do this .... or am I just making work for myself ? Should I import to the contact group first and then assign to an invitation list or when I am adding to the invitation list is there a way to add these to a specific group in my contacts ?
#Flex-Creating/ManagingEvents
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Michael Travers
Shelton Fleming Associates
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