If you were looking to quickly send an individual invite to a customer you would be best to use our Quick Invite tool.

Navigation

You can find our Quick Invite feature located in the Menu in your dashboard. As seen in the below screenshot.

Instructions

Before you are able to send an invitation you will need to make sure you have an email template created within the account.

You can check this by going to Invitations >> Email Templates to view your created templates.

Once you have a template created within the account then click back onto the quick invite feature.

The Quick Invite will then display as a pop-up where you will be able to switch between an Email and SMS tab.

If you are collecting Company and Product reviews you will also be able to switch between these in the pop-up and the fields will change according to which invite you have chosen to send.

The pop up will also show all the required fields. Each field needs to be filled out correctly in order for an invitation to send.

Once you have filled in all fields and sent the Quick Invite you can then go to Reviews Setup >> Invitation History and you will see this invitation add to the queue, this will then be sent shortly after.

IMPORTANT

Please be aware that you are unable to send a Quick Invite if you have a Flow active, however, you can still use the Review Booster

FAQ's

Can I use the quick invite feature to send more than one invitation at a time?

No, the quick invite feature is designed to send 1 invitation at a time. If you were looking to send out some invitations in bulk manually you should take a look at our Review Booster feature located here.

Can I use the Quick Invite to send flows?

No, the Quick Invite does not currently support the flow feature and you are unable to send a Quick Invite whilst you have a flow active.

However, if you were looking to send an invite manually using the flow then you can do so from the Review Booster.

You can find the Review Booster by heading to Invitations >> Review Booster

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