What is the Customer Invitation Link, and how does it work?

The Customer Invitation Link enables you to:

  • send invitations to contacts on your own time.
  • add a personal note to a pre-approved invitation template.
  • customize your invitation subjects.
  • skip the hassle of creating and using OFTs.

There are two easy ways to send invitations through the Customer Invitation Link. Either upload a CSV of your invitees or simply type in their email addresses, separated by commas.

If you need the CSV format, you can download it here.

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