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Sales invitations ​

Sales invitations let your sales teams invite prospects to one event on terms you set. Every rep gets a personal link (and can send email invitations); whoever registers through it is credited to that rep. You see the results by person and by team.

Open your event and choose Sales. The page has these tabs:

TabWhat it is for
RulesWho may invite, with which tickets, and what invitees get
LeaderboardWho is bringing people in
InvitationsEvery invitation and who holds the credit
ConflictsThe same person invited by two reps
Channels & commissionPartner links that earn a commission (a separate feature)

Quick start ​

  1. Choose + New rule.
  2. Under Who can invite, tick the teams. Everyone on a ticked team, and its sub-teams, can invite.
  3. Pick the Tickets invitees may buy.
  4. Pick what they get (see below). Regular price is the default.
  5. Choose Create rule.
  6. In Tell your sales reps, choose Email N sales reps. Each rep gets their own link and a button to the event's personal center, where they promote it from their phone or laptop.

Invitations are turned on with your first rule, and the teams you tick are added to Who can invite in the same step; the status line at the top of Rules then reads Live. If someone else saved the rule while you had it open, you are asked to reload rather than overwrite their changes.

What invitees get ​

BenefitEffect
Regular priceNo discount. The registration is still credited to the rep.
FreeA complimentary ticket.
% offA share off the price the ticket sells at.
Amount offA fixed amount off each ticket.
Fixed priceEach ticket sells at this price.

A rule can also open a hidden ticket to invitees only: tick it under Tickets. An invitation never stacks with a promo code.

Approval ​

SettingWhat happens when someone registers
Confirm automaticallyThey are confirmed at once.
A sales manager approvesThe registration waits. The team's managers are emailed and approve in their sales workspace, where they see the buyer, company, guests and the invited price next to the list price. If no team up the tree has a manager, the organization's owner and admins are asked instead. You can decide any of these yourself in Attendees → Pending review.
The organizer approvesThe registration waits in Attendees → Pending review, and the owner and admins are emailed.

Free tickets default to a sales manager's approval; everything else is confirmed automatically. An existing rule keeps the approval it has: if you change it to Free while it confirms automatically, the rule warns you. Either way, the rep is emailed when their invitee is approved or not, and sees the reason given for a rejection in their workspace.

On the Rules tab, N pending under a rule's seats opens Attendees → Pending review.

Managers can approve or reject several registrations at once. Nobody approves their own invitee or their own registration; those go to another manager or to you. A registration still waiting for a sales manager after 3 days is passed to the organization's owner and admins by email, and shows in Attendees → Pending review. Someone in your organization who is not a manager of that team can decide in the sales workspace only if their role also lets them manage orders and attendees; being able to set up sales teams is not enough.

More options ​

Open More options in the rule for:

  • Total seats and Per sales rep (default) — caps on how many places the rule gives out. Seats count held carts, pending and registered places; a cancelled one gives its seat back. An invitation that nobody has used takes no seat. A box takes a whole number of 1 or more; leave it empty for no limit.
  • Team cap and Per sales rep per team — shown in the team list once More options is open. A team cap covers the whole subtree. Sales managers can hand out seats below their own team from their workspace, never above their own cap.
  • Personal allotments — a cap for one person, which beats their team's.
  • Guests per invitee — each invitee may register up to this many companions.
  • Valid from / Valid until — in the event's time zone.
  • Paused — the rule's links and invitations stop working until you resume it. Invitees see that the invitation isn't available right now.

Archiving a rule ends its unused email invitations (they show as Expired), so the same people can be invited again under another rule. Expired invitations cannot be brought back. Registrations it already brought in are kept.

If a ticket on a rule is later deleted, switched to "assigned by the organizer" or made inactive, the rule shows it as a marked row under Tickets. Untick it to save the rule.

The status line and "Who can invite" ​

The line at the top of Rules shows whether invitations are Live or Paused, how many rules are active, how many sales reps can invite and from which teams. The switch on it pauses every rule at once, after you confirm; rules and results are kept. While paused, reps can still see their results, withdraw invitations and approve registrations.

When the event's registration closes or the event ends, nothing new can be sent or shared; results stay.

Teams you tick on a rule are added to Who can invite for you. Use Adjust only to narrow a team to named people, or to take a team off the event.

Taking a team or a sales rep off the event stops their links and expires their unused invitations for this event; you are asked to confirm, because expired invitations cannot be brought back. The same happens, on every event, when you archive a sales team or remove someone from it. A team that was archived shows in Adjust as an Archived row: it lets nobody in and is taken off the event when you save. To keep it on the event, restore the team under Sales teams first. Taking a team or a person off a single rule does the same for the invitations they sent on that rule, and asks first too. Pausing a rule or changing its dates expires nothing.

  • Notify on a rule emails every rep it reaches their personal link again — useful after adding people.
  • Links on a rule gets any one rep's link for you to pass on yourself, or makes an invitation for one email address.

Reps find their links in the event's personal center under Promoter → My link, and in their sales workspace.

Leaderboard ​

The top line is the funnel: Invited → Registered (the share of invited) → Confirmed (approved or confirmed at once; rejected ones drop out here) → Checked in (the attendance rate), plus net revenue when a rule charges.

Below it, rank Sales reps or Teams:

  • Rank by confirmed (default), registered, invited, checked in, conversion or net revenue.
  • Sales reps who haven't brought anyone in yet are listed at the end as Not started; the Not started chip shows only them.
  • Each row has a bar for scale; the top three are marked.
  • Filter to one team and its sub-teams, or search. Long lists show the top 20 first.
  • The Teams view compares teams on the same level. Click a team to go down to its sub-teams, or to its people if it has none.

By rule, folded at the bottom, shows each rule's seats and funnel.

Invitations ​

Every invitation and who holds the credit. Tick unused invitations (Invited or Opened) and choose Withdraw to take them back in one go.

An Expired invitation says why: the rule was archived or passed its end date, or the sales rep was taken off the event or the rule, or left their team.

Export CSV on this tab downloads the invitations the filters show (status, team, sales rep, rule and search); clear the filters to export every one. On the other tabs it downloads every invitation of the event.

Conflicts ​

If two reps invite the same person, the first invitation holds the credit and the other is marked lost. Conflicts lists the cases where the later rep's link or invitation was actually used, so you can keep the result or move the credit. A rep who adds someone already registered through a colleague is simply told so.