Our invite automations provide an easy way for you to invite anyone in contact with your business to join your referral program. This new feature has two main functions:

Invite automations allow you to "automate the ask" and create your own viral loops by automatically getting new members to share your business and get more referrals.

To view and configure your automated invite rules go to Invites > Sources & Rules from your main menu or click here.

On the Sources & Rules page you can quickly see all of your automation rules, potential invites, along with a history of all invitations that have been sent/accepted.

A Potential Invite is a contact that matched one of your existing automation rules, but since the associated rule was disabled an invite email was not sent. Once an invite is sent or the contact joins the program they are a potential invite for, they are no longer listed as a Potential Invite.

Here you can see how many Invites have been sent through Invite Email Campaigns or Automation Rules and how many Members have been created from those methods over the last 30 days.

An Invite Email Campaign can be easily sent to all potential invites by clicking the Invite with an Email Campaign button. This allows you to send an email campaign to invite contacts to a program of your choice. See Invite Email Campaigns below for more information.

Potential Invites are only stored for 60 days.

In this section, you will determine which source(s) potential invites should pull from. Potential invites may come from your Approved Referrals, Web Conversions, API Feed, or your CRM.

Each Source shows:

When a program is created, an Approved Referral Automatic Rule is created and enabled by default. You can enable/disable these rules by selecting "View Rules" and clicking the edit button that appears when you hover over the rule name. Each rule shows the name of the program that the referrals are approved in and which program those approved referrals would be invited to.

When you edit an Approved Referral Rule, you can:

Approved Referral rules can also be adjusted by accessing the program's Program Editor > Additional Options > Invite Approved Referrals.

This source, when a rule is created and enabled, will automatically invite any contacts that come through as a Web Conversion that we have an email address for.

This includes all forms of web conversion, whether the conversion was successful or not. Only one Web Conversion rule can exist at a time. You may click on the Configure button to toggle the source to Enabled or Disabled depending if you want to collect Invites from Web Conversions.

If you have Web Conversions Enabled, but no rule setup, invites will not be automatically sent and instead people will collect under the 'Potential' category. By clicking on the hyperlink under 'Potential', you may create an invite campaign to those potential members.

When you create a rule, choose which Program you want these contacts to be invited to, along with when you'd like to send the invite.

Automatic Invite Rules can be created for Invite Feed API events through an API source such as Zapier. Any number of API rules can be added.

When you create a rule, you have two options:

If an API call satisfies more than one rule, an invite will be sent from the top-most rule. By hovering over each API rule you can move the rule up or down, or delete the rule.