Sending Meeting Invitations within Fugent

Before reading, make sure that:

1. The meeting is created and scheduled within Fugent.  

2. All invitees are imported within Fugent

Below is a link to download a video on sending meeting invitations using Fugent.

https://app.fugent.com/t/key/Gl3wR3Y7nAT6ONDnvjWIf4yq 

Start by clicking on the Navigation button atop your Fugent dashboard below and select Meetings from the drop down                                                                                                                 

Next you will see a list of meetings that you have scheduled.  Click the bullhorn icon for the specific meeting you are looking to promote. Then click, "Invite via Email"

The Screen above will show any pending email invitations.  If you have not yet scheduled any invitations to be sent, this screen will appear blank.  Clicking "Options" will allow you to edit or copy previous invitations. 

Click, "New Invite"

Below is the email page to be completed before sending your invitations.  While completing this page, click the "Preview Email" button preview how the email will look before sending.

Above you can customize:

1. Email Greeting with Optional First Name, Last Name

2. Subject Line

3. Email Body Content

4. Custom Disclaimer 

In the "Add Email Contacts" section, you can choose to send invitation to multiple contacts or to a group of contacts you've previously imported from excel or salesforce. 

Click Here to learn more about importing contacts into your Fugent account via excel sheet. 

Select, "Save & Send Now" to send the invitations now or "Save & and Send Later" to schedule for a future date.