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Covers building the email message, selecting or loading templates, editing content blocks, defining subject and sender/reply fields, saving the email, creating an email package with channel and cost options, then creating the event and invitation with processing options. Includes steps for adding invitees, handling exclusions and solicit codes, previewing and testing, and using the send process that tags constituent records.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/5-steps-to-processing-event-invitations-via-email-email-workflow/381586/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/5-steps-to-processing-event-invitations-via-email-email-workflow/381586.png","ImageObject",442,249,{"name":88,"@type":89},"Fahsai","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-16","2026-09-24",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What information must be set when creating the email message?","Question",{"text":109,"@type":110},"Set the email template, edit highlighted content blocks, and fill in internal name, subject, from address/name, reply address, and failure forwarding address.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How do you configure the email package used for invitations?",{"text":114,"@type":110},"Create an email package, set its name, description, site, category, package code, and channel code, then choose the primary content by selecting the previously created email message.",{"name":116,"@type":107,"acceptedAnswer":117},"What steps are involved after selecting invitees to send the invitation?",{"text":118,"@type":110},"Add invitees individually or via a multiple-constituent selection, process required exclusions by adding/removing solicit codes, save exclusions, then run the send process (which tags constituent records) and start in the next dialogue box.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},381586,1791785238,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":8,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":79},549768702563,"https://ap-avatar.wpscdn.com/avatar/8000c4aa63b76e948b?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786536092046926083","5 Steps to Processing Event Invitations via Email  \n| \u003Cbr>Create the Event (If you haven't already done so) | \u003Cbr>Create the Invitation (Insert the Package) | \u003Cbr>Process/Send the Invitation |\n| --- | --- | --- |\n\nCreate the Email Message  \nNavigate to the “Marketing and Communications”functional area.  \nClick on “Email marketing”.  \nClick on “Add from UGA email editor”.  \nLog into the Central Authentication Service screen with your UGA myID and password.  \nClick on the Load Template drop down menu to select a default template or click the Load Email  \ndropdown menu to select a previously created email.  \nClick on the content blocks (highlighted in blue) to edit.  \nActions: Preview and test the email  \nName: Name of the email (internal purposes) **use your naming convention.  \nSubject: Subject line seen by constituents when they receive the email  \nFrom address: Email address the email shows as being sent from  \nFrom name: Name the email shows as being sent from  \nReply address: Email address that replies should be delivered to  \nSend failures to: Email address that failures will be forwarded to **enter [records@uga.edu](records@uga.edu) **  \nHighlight and link the Communication Preferences and Privacy Policy in the last content block by clicking on the Special links drop down menu.  \nSave the email message.  \nCreate the Package  \nNavigate to the “Marketing and Communications”functional area.  \nClick on “Packages”.  \nClick on “Add an email package” and the screen below will appear.  \nSave the package.  \nPackage details  \nName: Name the package using your naming convention. (You can use the same name that you used for your message)  \nDescription: Select a brief description of the package itself  \nSite: Enter your site  \nCategory: Select a category  \nPackage code: Select “Package”  \nChannel code: Select “Email”  \nCosts  \nNot required but if you’d like to track costs you can do that here.  \nPrimary content  \nMessage: Search for and select your previously created email message.  \nExport definition: This will automatically populate based on the email message you enter in the field above.  \nCreate the Event  \nNavigate to the “Events”functional area. If you haven’t already done so you’ll need to add anew event. If you have, you’ll search for and select the existing event. **If you need additional information on how to create events please sign up for an events class here **  \nPrior to creating the event, please ensure to complete the following steps:  \n1. Review the Planning Calendar in GAIL to avoid overlap in event or communication schedules  \n2. Submit an Event Approval Form to Jennifer Hancock if you are planning to process revenue through UGA Foundation Accounts  \n* For an event registration page, please submit a work request to the UGA Office of Communications (event registration options must first be approved by Jennifer Hancock) .  \nCreate the Invitation  \nFrom within the event click on the “Invitations” tab.  \nClick “Add” to create a new invitation.  \nThe screen below will appear. Enter the “General” details.  \nGeneral  \nName: Give your invitation a name using your naming convention. **This will appear as the tag on any constituent’s record that receives the invitation**  \nDescription: Describe the invitation.  \nMail date: This is the date that you plan to send the invitation. **This can be a future date**  \nClick on the “Processing Options” tab.  \n| Processing Options\u003Cbr>Select “Send through email only” |\n| --- |\n| Email Package: Search for and select the email package you created previously. |\n| Address processing: Select“ASRV – Primary and Residence” (This will remove anyone with a blank or invalid address) .\u003Cbr>Name format: Select\u003Cbr>“Preferred Name Format” |\n| Include: Select “All qualifying constituents” **This will send each individual in the invitee list an email invitation. ** |\n\nSave the invitation.  \nProcess and Send the Invitation  \nSelect and click on the desired invitation name to add invitees.  \nThe screen bel","cbCaiji2Ts9Z80LB","https://ap.wps.com/l/cbCaiji2Ts9Z80LB","pdf",824610,"English","# Create the Email Message\n## Create the Package\n# Create the Event\n## Create the Invitation\n# Process and Send the Invitation","[{\"question\":\"What information must be set when creating the email message?\",\"answer\":\"Set the email template, edit highlighted content blocks, and fill in internal name, subject, from address/name, reply address, and failure forwarding address.\"},{\"question\":\"How do you configure the email package used for invitations?\",\"answer\":\"Create an email package, set its name, description, site, category, package code, and channel code, then choose the primary content by selecting the previously created email message.\"},{\"question\":\"What steps are involved after selecting invitees to send the invitation?\",\"answer\":\"Add invitees individually or via a multiple-constituent selection, process required exclusions by adding/removing solicit codes, save exclusions, then run the send process (which tags constituent records) and start in the next dialogue box.\"}]","5 Steps to Processing Event Invitations via Email - Email workflow | PDF",1790246097]