In this guide you will see how to send out an Invite on a recurring and/or scheduled basis. This allows you to have Invites send out at a future date, as well as having the option to send out Invites daily, weekly, or monthly. You can also choose as many contacts as desired to send to.
- Bulk, Scheduled & Recurring Sending requires having a Template setup of what you would like to send
- Once sent out each individual Invite can be adjusted if you need to make some tweaks for different clients
See our other Guides
- Creating a Template here
- Send out Invites in Bulk here
- Reviewing & Editing Bulk/Scheduled/Recurring Invites here
In this Guide:
- Schedule Invites to send out at a particular Date, and/or send these out on a Recurring Basis, to one or more Contacts.
1. Click Invites to reveal the Bulk Send link
2. Click Bulk Send
You will now see the Bulk and Recurring Invites Screen
3. Enter a Scheduled Invite Name - that will be easy to refer to later - inside the first field i.e. Monthly Insurance Applications
Load & Edit a Template
4. Select your Template for the Invite
❗ Note: Your Template will pull through the Subject, Message, Reminders Options & Requests, so if you haven't already set these up, check out our guide linked near the top of this article
5. Make any necessary adjustments to the Subject & Message of the Invite, by clicking the pencil icons on the relevant fields, and editing as required.
Set the Due Date & Frequency of the Invite, as well as whether it should be recurring
6. Set how many days after being sent you would like this Invite Due
7. Select Later to Schedule these Invites for the future (optionally choose Now if you'd like these to send immediately)
8. Choose the Send Date
9. Select Recurring for the Invites to send on a regular basis (Optionally select Once to send the Invites as a one off at the Scheduled Date)
❗ Note: If you'd like to Schedule Invites to send out on weekdays i.e. M,T,W,T,F you can create a different Scheduled/Recurring Invite for each day of the week, and set this to occur weekly.
Choose Contacts to send to
10. Select the Contacts you would like to send to from the list of Contacts
❗ Note: If you can't see the contact you are looking for you can
- Scroll through the list of Users
- Search different Users and select as required using the Search Field
❗ Note: You can also use Select All to send to every contact
Send the Invites out
11. Press the Send Button (at the bottom right of the screen) to send this Invite out to all the chosen Contacts, and confirm the prompt that appears
See 'How to Review your Bulk/Scheduled/Recurring Invites' here
😎 Awesome! You've now Scheduled Invites or Set some Recurring ones! Now time to sit back and watch the information roll in! 😎