You can now edit the wording and times that these messages are sent 🤩
Keep reading to learn how to do this in just a few steps.
❗Just to note: Only portal users with 'Manage account settings' are able to make edits to invites.
Step-by-step guide:
Step 1: Head to automations on the left:
Step 2: Click the three-dot icon to the right of the 'New user invitation' automation, then click 'View/Edit automation':
Step 3: Click the arrow in the top right of each action to display the drop-down menu:
Step 4: Edit the subject or message by clicking in the text box:
To add custom fields (these will personalise the notification message automatically), click on 'Insert custom text' in the top right of the message box and select the custom data you wish to include in your message:
You can also add bold text, emojis or bullet/numbered lists to your message by heading here:
💡Prefer to set the invites back to default? Click the 3 dot menu icon and then click revert to default, and the message will be changed back. Click HERE to view the default wordings
Step 5: When done, click Save
❗Just a note: The download link must be included in each message field to save your changes.
And that's it, you've now updated and activated the invite automation 🤩
Want to save time?
If you would like to save time by automatically inviting a user when their account is created, you can enable the new user invitation automation. When switched on, the invite sequence will automatically start, which eliminates the need to manually invite each new user.
To switch this automation on, simply head back to automations on the left:
Click the three-dot icon to the right of the automation, then click 'Activate':
That's it! No need to manually send invites going forward, the system will take care of this for you 🤩.
If you need any support with editing your invite sequence, please feel free to contact us using the chat icon in the bottom left, and we will be happy to help!
What's Next?