Invite Contacts is the hub for adding preloaded members and sending them invite emails to encourage them to start sharing.

Invite emails are sent by program. Use the program selector at the top right of the Invite Contacts page to switch between programs.

What we'll cover in this article:

Promotion > Invite Contacts

It’s vital to keep adding new contacts as program members at key moments, including adding and inviting previous referrals to become members.

Use the Add Contacts section to add members to your program before sending invite emails.

When Automated Sources (Preload New Customers) is enabled, customers who meet the following conditions will automatically be added as preloaded members and can be sent an invite:

Select Automation Settings under Add Contacts. Enable Preload New Customers, determine when they're eligible to be sent an invite after they're preloaded, then select Update.

When enabled, these settings will bring in contacts from all programs. But only one program can auto-add at a time, so you'll see a clear prompt if another program already has it on.

You can also have your recruiters add members using the recruiter portal. Recruiters can access the recruiter portal after logging in with their credentials (this option isn't available right in the Add Contacts section).

Use the Send Invites section to configure your invite email content and send invites either on a schedule or manually.

If you have not set up an invite schedule, get started by clicking the blue Schedule Invites button.

(Once you’ve set up an invite schedule, the Send Invites section will look like this. )

Configure your invite email settings using the following options:

Enable the Weekly Invite Scheduler to automatically send invite emails to eligible preloaded members on the days you select.

This feature lets you keep sending invites to new preloaded members shortly after you add them to your program and encourage them to start sharing promptly. It makes continuous promotion much easier (just set it up and let it run automatically)!

Use Customize Language to edit the invite email content. You can preview how the email will look to the right of the editor fields.

The invite email template follows program email best practices, you only need to update the fields below.

The Invite Email uses the same logo and accent color that you set in Portal > Brand Settings.

Be sure to save your changes before exiting the editor.

Turn on the One-time Reminder Email to send a second invite email to members who haven't activated yet.

The reminder sends 7 days after the member's first invite email. All members who receive an invite will also receive the reminder if this is enabled.

Use Manual Invite to send invite emails immediately to preloaded members.

The invite email goes to all preloaded members from the selected sources who have not yet received an invite.

The Preloaded tab shows all preloaded members available to receive invite emails.

The Invite History section shows performance data for your invite emails. Use this data to optimize future emails.

Each row displays:

Select the name of an invite email to view a detailed delivery report, which includes counts and percentages for:

Make your program accessible from anywhere by placing Program Links in touchpoints your customers already see regularly.

After sending invites, track how members progress from preloaded to invited to activated. See The Member Lifecycle (Member Statuses) for more details.

Have team members add and invite contacts on your behalf through the Recruiter Portal. See Set Up & Manage Recruiters for more details.

See The Member Lifecycle (Member Statuses) for more details.

You can send a second invite if the One-time Reminder Email is enabled. The reminder sends 7 days after the first invite, as long as the member hasn't activated yet.

You cannot send more than two invite emails to the same person. Members who haven't activated after receiving invite emails will still receive Monthly Summary emails, which continue to encourage activation.

A member activates when they:

You can update your logo and button color in Brand Settings. The email layout is fixed to ensure consistent display across devices.

Unlike general newsletters or promotional emails, invite emails are specifically designed to encourage new referral program members to start sharing. They include members’ unique referral links, program-specific messaging, and automatically track who becomes an active program participant.

You can use Integrated Login Links in your own email campaigns. Keep in mind you will not have access to the automated scheduling, targeted sending, built-in analytics, or the optimized template that invite emails provide.