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Creating Invitations

Getting Started
Creating Invitations
Shareables
Managing Responses
- Responding to feedback
- Reporting
Customising Settings
Privacy & Security

Creating Invitations

Manually sending invitations

Sending a single invitation
How to send invitations to a list of contacts
How to format a CSV File for importing
How to run a Manual Retargeting campaign
Export a customer list from Xero

Sending invitations using Automation

Automating the creation of invitations
Automate Invitation Creation with Xero
Xero Automation Rules
Automate Invitation Creation with Simpro
Managing Your Simpro Automation Rules
Finding Your Simpro URL
Automate the creation of invites with MYOB
Automate the creation of invites with Zapier
Zapier Automation rules
Finding your Zapier API Key
Sending invitations through SAM Auxo Workshop Software
Open API and Custom Integrations explained
Finding your Open API Key
Stop automating the creation of invitations

Invitation FAQ

How to personalise your SMS Invitations
How to personalise your Email Invitations
How to stop repeat customers from receiving multiple invitations
Monthly invitation limits
Delete an invitation
Sending a test invitation

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