In this guide, we'll show you how to add an internal Reference ID or Unique identifier to your Invites and Templates such as a case number or opportunity number which will make tracking a breeze.

πŸ“ Note: These Reference ID's don't have to be unique, and can be set in Templates as an internal classifier as well.

  • Create & Send your client an invite here

  • Creating an Invite using a Template here

In this guide:

  • Add an Invite Reference ID for easy tracking and management

  • Update an existing Reference ID

  • Set a Reference ID to a Template

  1. In the Create Invite Page, click on Additional Settings to expand the selection.

2. Scroll down and look for the Reference ID field. Fill out the field accordingly and click Save Options.

Adding a Reference ID on Templates

1. In the Create Template Page, click on Additional Settings to expand the selection.

2. Scroll down and look for the Reference ID field. Fill out the field accordingly and click Save Options.

You have successfully added an internal Reference ID to your Invite! Β This will appear on the Invite listing page, as well as on the Invite's Overview Page.

Invite Overview

Invite Listing

✨Tip: You may use this Reference ID to search for a specific Invite using the search box!

If you want to edit an existing Invite's Reference ID, all you have to do is go to the Invite Overview and click on Options.

πŸŽ‰Easy peasy lemon squeezy! πŸŽ‰

πŸ˜“Still not quite there? Jump into the chat bubble and we'll get you sorted! 😎

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