In this guide you will see how to Review and Edit any Invites that are Scheduled to send in Future, are Recurring and have a future date to send, or that are Bulk/Scheduled Invites that have already been sent out.

❗ Note: 

  • If you do not have enough Invites left in your quota - at the time of the Invites sending - they will fail to send. - To get more Invites added to your account please get in touch with us in the Chat Bubble - You will also be notified when this occurs
  • Contacts can be added and removed from a Scheduled/Recurring Invite at any point before it is Sent

See our Other Guides:

  • Schedule Invites to send Once, or Recurringly here
  • Send out Invites in Bulk here

In this Guide:

  • Review any Bulk/Scheduled/Recurring Invite, including each Invite that has been sent as part of the Bulk/Scheduled/Recurring Invite
  • Edit the options of a Bulk/Scheduled/Recurring Invite
  • Edit a Single Invite from a Bulk/Scheduled/Recurring Invite

1. Click Invites to reveal the Recurring Invites link

2. Click Recurring Invites

You will now be taken to the listing of all your Bulk/Scheduled/Recurring Invites, including any previously sent inactive Invites, as per below

❗ Note: 

  • An Enabled Invite is one that is still Scheduled to Send out, or has Sent but is Recurring so has more Invites to send in the future.
  • A Disabled Invite is one that has already been Sent or that has hit an Invite Quota Limit and is unable to be sent out - If so you will have received a notification alerting you to this. You can reach the Team in the chat bubble to organise loading more Invites onto your account.

Review a Bulk/Scheduled/Recurring Invite

1. Select the Review Magnifying Glass button to the right of the Invite you'd like to review.

Once inside the Review Screen you can see the Send Date, Recipients, a brief activity history, and then all the Individual Invites that have been sent out to Clients.

❗ Note: Use the Review Magnifying Glass button on each Invite to review and edit an Individual Invite

Edit the options of a Bulk/Scheduled/Recurring Invite

❗ Note: You can adjust all the options of an existing Bulk/Scheduled/Recurring Invite, although any changes will not affect existing Individual Invites that have already been sent, only new Invites or Future Invites.

1. Select the Edit Pencil button to the right of the Invite you'd like to review.

2. Edit any fields as required

3. Click Send to update the Invite.

❗ Note: 

  • You'll need to click the Pencil Icon to edit the Template Subject or Message
  • You can add or remove any contacts by selecting or unselecting the contact as desired
  • For more details on Scheduling Invites for the Future, or Setting up Recurring Invites checkout our other guides on Bulk/Scheduled/Recurring Invites

Edit a Single Invite from a Bulk/Scheduled/Recurring Invite

1. Select the Review Magnifying Glass button to the right of the Invite you'd like to review.

Once inside the Review Screen you can see the Send Date, Recipients, a brief activity history, and then all the Individual Invites that have been sent out to Clients.

❗ Note: Use the Review Magnifying Glass button on each Invite to review and edit an Individual Invite

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