Update: Does your Sales Team want to send their own invitations, complete with a personalized note? Check out our new Event Merge Link Tutorial.
- Click the Send Invite button in Captix to send an email to yourself.
- Open Outlook and open the email message.
- Click File and choose Save as. Specify the template File name and Save as file type Outlook Template (. oft). …
- Close the message and do not save it when prompted.
You can now send this OFT template to any of your sales teams. You can also open this OFT and send the invitation directly from your Outlook client with all the HTML styling and links for your invitation.
If you have any questions or need assistance, please call us at 512-657-2345 or email us at firstname.lastname@example.org.
How do I create an event kit? (video)
How do I clone an event? (video)
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