How do I use form invites?
Use form invites when you want to ask specific customers for a testimonial by email. The current flow lets you send invites to one customer or several at once from the same form.
Who can use this: Any Senja account in any plans (Free, Starter, and Pro).
Finding the invite modal
Go to Forms https://app.senja.io/forms
Choose the form that you want, and click Invites
The first thing you see is Invites tab, with the list of all customers invited to this form
Customizing the email copy of the form invite
The invite email is set per form. Everyone you invite through this form gets the same email, so you can't personalise it for each customer.
Go to Email sequence tab
Enable the Allow recipients to decline if you want your customers to have option to decline the request
Disable the Show Senja Powered By if you want to remove Senja branding
Click on the Invite email bar to open the editing modal
Make your edit
Sender name (the From address is <project_slug>@invites.senja.io by default, see Sending invites from your own email address to change it)
Reply-To email (if your customer reply to your form invite, this is the reply-to address)
Email subject
Spokesperson
Company logo
Email body
Label for leaving testimonial
Label for declining the request
The email will be autosaved
Click Send test email to see how it looks (it will be sent to the email address of the project owner)
Sending invites from your own email address
This feature is only available on paid plans (Starter or Pro).
Send invites from your own address when you want customers to recognise who's asking. Emails from a sender they know are less likely to land in spam or look like phishing.
Open the Invites page of your form
Go to the Email sequence tab, click Send from your own email
Follow the Set up steps to connect your address
Once the setup is finished, your invites are sent from your own address
You can also manage your sending address in Project Settings → Domain. The same address is used for your form's confirmation email and Thank Yous email.
Setting up follow-up reminders
Follow-up emails remind customers who haven't responded yet. You can turn on up to three, sent 1, 3, and 7 days after the original invite.
In the Email sequence tab, toggle on Follow-up email #1, #2, and #3 as you need
Click each follow-up block to edit it
You can change the email subject, the email body, and the button labels
The sender name, Reply-To email, spokesperson, and logo follow your Invite email setup
Your changes are saved automatically
Follow-ups only apply to invites you send after turning them on. Customers you invited before won't get any reminders.
Automating the form invites
Go to Automate tab
Choose the platform you want to connect to
Special for Stripe, you can do it from the main Invites tab
Sending the form invites manually
Click Invite customers on the top right side
You can choose from the list of customers that have left testimonials before, or add a new customer (email address and name) from the Customers modal
Go to Import if you want to grab the list of customers from your existing mailing list, or from a CSV that you have
You can also connect to your Google Contacts to grab the customers list from your existing contact
Click Continue when you are ready to send the form invite email
Tracking your invites
The best part of using form invite is that you will be able to see the status of each invite, and track if any testimonials are submitted by your invite list.
Go back to Invites page
Here you will see the list of customers (name and email address), status, and timestamp
All: the full list of invited customers
Sent: the customers that received the invite email
Opened: the customers that opened the invite email
Clicked: the customers that clicked the Leave a testimonial button
Collected: the customers that submitted a testimonial to the form
Other
Paused: the customers with a paused reminder (if you put a pause to the reminder for these customers)
Declined: the customers that declined the request
Undelivered: the customers that didn't receive the email (wrong email address, server issue, etc.)
Unsubscribed: the customers that unsubscribed to your form request
What to do with each status
Sent but not Opened: ask your customer to check their spam or junk folder
Clicked but not Collected: check with your customer that they went all the way to the Submit button at the end of the form
Undelivered: check the email address for typos, then send the invite again to the correct address
Declined or Unsubscribed: respect your customer's decision and don't contact them about it another way
Only resend an invite if you're sure the customer didn't get the first one. Sending several can feel like spam and hurt your relationship with them.
Pausing follow-ups for one customer
If follow-ups are on but you don't want a specific customer to get them, you can pause reminders just for that person.
In the Invites tab, click the customer's row
Click Pause follow-ups
The customer moves to Other → Paused
If they submit a testimonial later, they move to Collected