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.

FAQ's

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

No, the quick invite feature is desgined 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.

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