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Create an event for your deal room members, send invitations to members and companies.
Creating an event
How to create an event for my deal room members? To create an event, open the 'Events' tab in your deal room and click 'Add Event'. Name your event and set the start date and time. Optionally, you can add the end date and time, location, link to the location, event description and attach files as well as include the list of participating companies from a specific funnel step or you can choose companies one by one. It is possible to set the maximum number of participants. When the part
Sending invitations/reminders/messages to event participants and updating attendance statuses
How to send invitations, reminders and messages to event participants? You can send invitations to members or companies whom you’ve selected as event participants immediately when setting up the event or later. To send invitations immediately, tick the ‘Send invitations immediately’ checkbox in the dialogue where you are choosing participating members or participating companies. If you have chosen not to send invitations immediately, you can send invitations later when you open the addi
Direct link to deal room events
Can I link to deal room events? Yes, it is possible to link to a deal room event by opening the deal room, going to ‘Events’, opening the event and copying its URL from the browser.
Adding a deal room event to personal calendar
Can I add a deal room event to my calendar? You can add an event to your calendar when you have responded to the invitation with 'Attending', 'Attending online' (if this option is available) or 'Maybe'. To add the event to your calendar, open the corresponding deal room, go to 'Events', find the relevant event and click on 'Send calendar event to email' button. You will then receive a calendar event (.ics) on your email. You can also add an event to your personal calendar when you resp
Exporting information about event participants
How can I export information about event participants? Full events access is needed to export information about event participants. You can export the list of members or companies added to the event’s participants list when you open the event, navigate to Companies or Members tab and cho