Invite people to the event

You can invite existing people from your account or upload a CSV file to the Participants tab of the event.

You can invite anyone who has a Perk account already, added via the People page. If you don’t have permissions to add people to your account, reach out to an account admin or people manager.

Perk only imports people from the CSV who already have a Perk account. If you have people in the list who don’t have a Perk account, you first have to add them. The CSV file should contain the first name, last name, and email address of all people, separated by commas.

You can choose to send an invite email to participants. You can configure the email subject, title, and body. You can preview the email before sending. The email template is stored for future use if you want to invite more participants at a later stage. Perk shows you a message with how many of the invited participants have received an email.

You can share the event details in two ways:

  • By copying the event list and sharing it on the company channels
  • By sending the invite email

The people added to the event see it in the list, even if they have not received an email invite.

  1. Go to Event > Participants
  2. Click Add participants
    • Choose Select from list if you want to add people from your existing Perk account.
    • Choose Upload CSV if you have a list of people you want to invite to the event.
  3. Select Send invite email, and enter the subject, title, and the body.
  4. Click Invite.

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