Importing and Exporting Data

Inviting Imported Contacts

Maintaining existing business relationships is crucial for networking. If you've previously used b2match for an event and received positive feedback, you can leverage those connections for your next event.

How can I send an event invitation?

Invitations through Import

First, navigate to Import on the left sidebar of the Organizer’s Tool.

This will display a list of all the contacts that have been imported. You can select all or choose specific contacts by ticking the box next to their names.

Once you’ve made your selection, click on the Send Invitation button. 

v6 - sending invitations

This will open the b2match email tool, where you will find your chosen imported contacts listed as recipients.

Then, all that’s left to do is compose your email. 

Once you have composed your email, click on the Save button. 

This action will save your email in the Drafts section, where you can perform various actions, such as previewing, editing, or deleting it. To send the email, click on the Preview & Send button. 

v6 - outbox invitation

Invitations through Communications

First, access the email tool by clicking Communications on the left sidebar and then choosing Emails. Next, select Email to imports to compose an email to your imported participants from your past events. 

v6 - email to imports

Then, you can filter your imported contacts by registration status, participant group, country, and organization type.

v6 - import email

After you defined the filter and defined the recipients of your email, you can use an email template provided by b2match or you can compose your own email in the Compose Email section. 

In case you are creating the email yourself, don't forget to include the invitation link or action button.


Please note that contacts need to register through the invitation link or action button. If you just send them a link to your event website, all the information you imported will not be pre-filled and contacts will need to fill out all their information as if they were not imported.

Import Email Templates

b2match offers 2 email templates for inviting imported contacts to your event: invitation to participate again or invitation to join the b2b matchmaking

Once selected, the email will automatically load and you can edit it before sending.