Inviting Contacts and Prospects to an Event

This section provides an introduction to inviting prospective attendees. However, prior to inviting attendees, it is recommended that you read Self-Registering to Attend an Event.

You can invite prospective attendees to an event by adding an individual attendee or a list of attendees for the event and setting the Registration Status to Invited, which triggers an automatic email to the invitee or invitees. If the registration status is set to Invited when an invitee logs in to your Siebel Events Web site, then the invitee sees the event listed when he or she clicks the View My Open Invitations link on the home page.

You can also register prospective attendees directly for events and sessions. For information about registration, including important descriptions of registration workflow rules, see Self-Registering to Attend an Event.

For financial services customer, if an attendee is registered at the event or session level, an autoregistration process is triggered that registers the attendee’s employing company for the event with a registration status of Restricted Invite.

An attendee’s registration status effects whether the attendee can:

• See the event listed on the Events home page

• View the event details

• See nothing at all

If the registration status is set to Invited when an invitee logs in to your Siebel Events Web site, then the invitee sees the event listed on the Events home page. If an account’s registration status is set to Invited, all employees of that company see that event listed, and all employees can view the event details.