Manage Invite Emails by selecting Promotion > Invite Contacts.
Overview
Invite Emails are emails sent out to your preapproved members who haven't received an invite email before, to invite them to share.
These emails only target members you’ve added who are not yet participating in your referral program.
Check out an interactive demo of how invite emails work:
Use each part of the Invite Emails page to continuously add and invite new members to share:
Load: Add members to invite – manually or through automations
Invite:
Schedule invites to email preapproved members automatically
Manually send invites to preapproved members based on their source
Edit your invite email template
History: Check out how previous invite emails performed, and use this data to refine future emails
Invite emails are set up and sent by program.
You can choose which program you want to set up invites for by using the program selector at the top right of the Invite Contacts page.
Load (Add Members)
Members must be added to a program before you can send an invite email to them.
If you would like to add preapproved members to send invite emails to, the Load section of the Invite Emails page makes it easy.
You can add members via the following ways:
You can also have your recruiters add members. Access the Recruiter Portal by selecting Recruiters from the main nav (this option isn't available right in the Load dropdown).
Add new members from your contact sources over time:
New customers
Referred customers
People reached by recruiters (your team members)
New contacts (say, people who signed up for a newsletter)
Invite
Use the Invite section to set up your invite email text, and then schedule invites or send them manually.
Settings
Our invite email template is designed for consistency and closely follows program email best practices. The fields make it super-simple to craft an engaging email.
Click on Settings to edit your invite email template.
From here, you can edit the email with the following fields:
Member Offer – text that presents the friend gift and member reward
This serves as the bold text at the top of the email body.
It also serves as the email’s subject line
Keep this to 60 characters or fewer to avoid the subject line getting cut off in email inboxes.
How It Works
Intro Line (max. 151 characters)
Three steps of how the program works (max. 151 characters per step, but we recommend keeping each step to one line)
Visit Member Portal Button (max. 46 characters)
Personal Message – use this to include additional text at the bottom of the email, such as a heartfelt thanks, or info on bonus rewards or tiers
If you’d like to see how an email will look in members’ inboxes (including with the logo and footer from your Brand Settings), click Send Test Email. This will send the email to your own inbox so you can check that everything’s displaying properly.
The text you put in the invite email settings will be used for all future invites for the program you’ve selected, whether they get sent through the Weekly Invite Scheduler or manually.
You can make changes as desired, which will immediately apply to future emails. You won’t have to input new text every time you want to send out invites.
Weekly Invite Scheduler
Enable the Weekly Invite Scheduler to automatically send the invite email to eligible preapproved members (who haven’t been invited before) on the days selected.
This feature lets you keep sending invites to new preapproved 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)!
Select the day(s) and time to automatically send invite emails.
Turn on the 7-day Reminder to send a second invite email to members who didn’t activate after receiving the first email – sent 7 days after the first.
Select the member sources (ways members are added) to receive the invite and reminder emails:
Import (members added via CSV)
Manual Add
Recruiters (members added through the Recruiter Portal)
API (members added through an API method, including Zapier)
A preapproved member will only get an invite email once – or twice, if the 7-day reminder is turned on.
Starting at least 14 days after they’ve received the invite email, members will automatically receive the Monthly Summary each month as a reminder of the program (if turned on). This applies whether they’ve activated or not.
Manual Invite
To manually send out invites, select Manual Invite and then check the types of members you’d like to invite:
Past Imports (you can then choose which imported list you’d like to invite members from)
Manual Adds
Recruiter Adds
API
When you’re ready, click Send Email. The email will go to all preapproved members from the sources you’ve selected, who haven’t yet received an invite email.
If you want to check the email before sending, click the link to Invite Email Settings.
History
The History section shows you data on your invite emails and how they performed, so you can optimize future emails:
Name
Status
Created
Sent
Members
Open rate
Click rate (% of people who clicked the email link and activated)
You can also click on the name of an invite email for a more detailed delivery report, which includes the amounts and percentages of emails that were:
Delivered
Opened
Clicked
Undelivered
Sent
Pending
Spam
Unsubscribed
FAQs
What is the difference between preapproved and activated members?
Preapproved: Members added to your program who haven't engaged with it yet (like a waiting list)
Activated: Members who know about the program and have accessed their member portal and referral links
Can I send the same person an invite email more than once?
Yes, you can send the invite a second time if you have the 7-Day Reminder feature turned on. The second invite will send 7 days after the first if the member hasn't been activated yet.
You can’t send the same person an invite email more than twice. But even if a member hasn’t activated yet after the invite email(s), they’ll still receive Monthly Summary emails as a reminder of the program (which will also increase the chances they’ll activate).
What can cause a member to activate after getting the invite email?
A few things:
They access their Member Portal
They share their referral link with a friend
They add a referral
A referral clicks their link
How are invite emails different from regular email marketing?
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.
What if I want to send my own emails instead?
You can always use One Click Access links in your own email campaigns. However, you'll miss out on the proven best practices, automated scheduling, targeted sending, analytics, and built-in sharing that make invite campaigns so effective.
Can I change the design of the invite email?
You can update your logo and button color in Brand Settings. The layout stays fixed so it always looks great across devices.