Discover how to send an invitation to one contact at a time
Send a single invitation to one contact at a time using the single-invite method.
How to send a single invitation
- Login to your betterbunch account.
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Click Create Invitation on the top right of the dashboard.
- Add the contact's first name into the textbox.
- Add the contact's email address or cellphone number to the text boxes.
- Click Send Invitation and choose Send Now or Send Invitation Later.
Caution: The name you enter for the customer will be the one shown in the invitation. Therefore, we suggest using the name you typically call them. For clarity, stick to their first name—like "Matt" instead of "Mr. Matthew Smith."
Note: If you provide only a mobile number, your invitation will be sent via SMS. Conversely, if you enter just an email address, the invitation will be delivered through email. If you include both a mobile number and an email address, the invitation will be sent using the contact method you have prioritised in your sending rules.
Tip: If you have a positive interaction with a contact, it’s a great idea to send them a single invitation right away. For instance, if you end a phone conversation with a satisfied customer or if a team member shares that a client was thrilled with their workmanship, seize the moment. Sending an invitation promptly can enhance the chances of receiving a positive review, as it allows you to capitalize on their current enthusiasm.