Sending to existing contacts
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If you want to send an invitation only to one contact, you can do it using the Quick Actions button.
From your dashboard, find a Quick Actions button on the upper right corner of your screen and click Send to existing contact.
A new window will open with the option to search and select the contact you want to follow up with.
Who do you want to send to?
Select a contact you want to send an invitation to.
What would you like to send?
You can send a review invitation, a referral invitation, a survey invitation, or a video invitation.
Where do you want them to go?
Choose the landing page your contact will interact with when he clicks on the URL link in the email or SMS text message, or leave this field blank if you use an informative template with no clickable actions.
How do you want to send it?
Select the medium you want to use to interact with your contact email or SMS template
NOTE: For sending a review invitation, a referral invitation, a survey invitation, or a video invitation to multiple contacts, please see the section.
