Enter a unique name to help identify the invitation.

Enter a description to help identify the invitation, such as whether it is a premium or standard invitation.

Select the date on which to send the invitation to its invitees.

Select whether to create a selection of the constituents included in the invitation.

If you select this checkbox, enter a name for the new selection. To replace an existing selection of the same name with the new selection, select Overwrite existing selection.

Select whether to send the invitation through mail, email, or both.

If you select Send through both mail and email, according to each constituent’s preferences, select which method to use for constituents without a communication preference for mail or email.

If you select to send the invitation through mail, this field appears. Search for and select the package to send through the mail. The package determines the items delivered in the invitation. When you select a package, the Cost and Contents field display information about the selected package.

If you select to send the invitation through email, this field appears. Search for and select the package to send through email. The package determines the items delivered in the invitation. When you select a package, the Cost and Contents field display information about the selected package.

Select the option to use to determine which address types to use with the constituents included in the invitation. From the field, you can add or edit an address processing option as necessary.

Select the option to use to determine the addressees and salutations to use with the constituents included in the invitation. From the field, you can add or edit a name format option as necessary.

Select the types of constituents to include in the invitation, based on the constituent selection and exclusions. You can select to include all constituents, only individual and organization constituents, or only constituent households.

If you select to include Qualifying individuals and organizations, this checkbox appears. Select whether to include only the head of household when multiple qualifying individuals are members of the same constituent household.

If you select to include Qualifying individuals and organizations, this checkbox appears. Select whether to include individual constituents who meet the selection and exclusion criteria but are not members of a household.