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Clarification on "Invited" Status in Event Registration Workflow
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Questions & Answers and How-to

How to Bulk Update Contacts How to Bulk Delete Keywords or Tag Not Receiving 2FA Authentication Texts from Insurance Carriers or Microsoft How to Remove(Deactivate) or Activate a User Q&A about TCPA Text Message Compliance In LeadCenter How to Disable receiving Daily Contact Update and Other Notifications I am not able to see an appointment in LeadCenter and connected Redtail Calendars Troubleshooting App Crashes on iPhone How to Integrate LeadJig with LeadCenter.AI? How to Embed a YouTube Video in LeadCenter Event Description Selecting All Users in Calendar Hang the Browser or Crash it How can I retarget event attendees based on their "event status" Capturing After-Hours Calls from Third-Party Call Centers How to Make an Email Private or Request Deletion How to Link a Client to Their Power of Attorney (POA) Why aren't my notes and tasks pushing to Redtail CRM? Personal vs Shared Notifications Do I have to add unsubscribe and postal address to each email template? Why Shortcodes Don't Populate in Test Emails How do I link a client to his wife if the client is also link to his parents I am getting the error message "User's under organization cannot be added here...." in Shared Notifications How to offer two time durations options in Bookmytime.ai Why appointment confirmation email is not being sent from my email? Clarification on "Invited" Status in Event Registration Workflow Issues with Viewing Confirmation Emails on Contact Cards Document upload issues - not receiving authentication code by email

Clarification on "Invited" Status in Event Registration Workflow

Question: Please step me through this... when a contact is invited to an event...
  1. What should the initial status be set to? - There is not a status of "Invited" and none of the status available seem applicable
  2. Does the system send them an email when they have been added?

Answer

Just a quick clarification: “Invited” is not considered a registration status within the event workflow in LeadCenter.

Here’s how the process works:

1. Inviting Contacts to an Event

Contacts can be invited through one of two methods:

  • Sending an Event Email Invitation using LeadCenter (this is the recommended approach).
  • Scheduling a standard email campaign and sending it to a segment.

2. What Happens After a Contact is Invited

Once a contact receives an invitation:

  • You can track email delivery, opens, and clicks.
  • This does not automatically add the contact to the event attendee list.

3. How a Contact Becomes an Attendee

A contact is added to an event’s attendee list through one of the following methods:

  • Manually, via the “Add Attendee” button on the event page in LeadCenter.
  • By completing an event registration form on your website.
  • Automatically, if they register through a third-party mailhouse integration (e.g., LeadJig).

4. Assigned Registration Statuses

Once a contact is added to an event, they will be assigned one of several predefined registration statuses (e.g., Registered, Attended, No Show, etc.).

5. Triggering Confirmation Emails

You can configure confirmation emails to be sent based on each registration status. For guidance on setting up these event workflow emails, please refer to this help article and video:

👉 Event Confirmation Emails Setup Guide

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