How do I automate sending an invitation message?

Created by Joonas Rajamäki, Modified on Tue, 13 Feb 2024 at 03:42 PM by Matias Sarvanne

To send your first invitation message go to Invitations and press Create a new invitation message tab. 

 

Fill out the details and add participants. 

 

Go to the bottom of the form and choose Schedule sending.

 

Choose date and time for the scheduled invitation message. When scheduling the first invitation, it should be sent to All currently added in the list at the scheduled time.

 


 

Press Preview and send on schedule



Reminder messages

 

On the page that you end up in after scheduling the first invitation, click schedule a reminder message:

 


Choose the time and date you want to schedule the reminder message. You can edit the email subject title for the reminder. 


Select Send message to all participants or send message to those that have not finished the form. Both buttons will create a copy of the current invitation along with its list of recipients, the difference being whether to copy all or only the unfinished participants as the recipients of the new invitation.




Press Preview and schedule.


To create multiple reminder messages repeat the process by this time copying the reminder you just scheduled.



Editing a scheduled message


Unlike already sent invitations, you can still edit scheduled invitations. In the Invitations tab, you can View, Pause scheduling or Delete the invitation. 

Pausing scheduling only returns the invitation back into a draft for editing. Remember to re-schedule after finishing your edits!

 

To edit your Draft, press the Pen button next to it.

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