Send email invites

An invite is an email asking one specific customer for a testimonial, with a tracked link. Unlike sharing a form link publicly, invites tell you who was asked and who replied.

Send a batch

1. Open Invites in the sidebar and click Send invites.
2. Pick which form the invite should point at.
3. Add your recipients — one per line, or upload a CSV.
4. Edit the subject and message if you want. Leave the subject blank to use the default.
5. Send.

Recipient formats

Name and email can go in any order, and several formats work:

• Jane Doe <jane@example.com>
• Sam Lee, sam@example.com
• customer@example.com

The email is optional. A name-only invite does not send anything — it gives you a copy-able link instead, which is useful when you are going to send it yourself over chat or WhatsApp.

Personalising the message

Three placeholders are filled in per recipient:

• {{name}} — the recipient's name
• {{link}} — their tracked form link
• {{workspace}} — your workspace name

Keep the message short. The invite has one job — getting the click — and a long email works against that.

Track what happened

The Invites page lists every invite you have sent, one row per recipient, with a status badge — Not sent, Sent, Opened or Submitted — plus actions to copy the link, get a QR code, resend, send a reminder, or delete. Four totals sit at the top: Total, Opened, Submitted, and Conversion, the share of invites that turned into a testimonial.

Monthly limits

Invites are capped per month and the allowance resets on the 1st. The Free plan does not include email invites; Starter includes 200 a month and Pro 2,000. Sharing a form link directly has no limit on any plan, so if you are on Free, share the link rather than inviting.

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Related

• Create your first collection form
• Share your form with a link or QR code
• What each plan includes