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 that can use Senja forms and invite customers to submit a testimonial.
Send form invites manually
Go to Forms https://app.senja.io/forms
Click Share on the form that you want to use
This will redirect you to the Trigger tab
Choose Campaign to invite customers by email
Under Customers tab, in Choose Recipients, search for existing customers or add new ones
If it's a new one, type the email address and click + when you're done
If you've sent a form invitation to this customer before, type the name or email address (suggestion dropdown will appear)
You can add more than 1 customer on the field
Review the recipients and invite details
Click Send 1 Invitation or Send x Invitations, depending on how many recipients you selected
If you want to change the email content before sending, see How to customize invitation emails.
Send form invites to the contacts in your existing platform
Go to Forms https://app.senja.io/forms
Click Share on the form that you want to use
This will redirect you to the Trigger tab
Choose Campaign to invite customers by email
Click Import subtab
Choose the platform on the list to import your contacts
Review the recipients and invite details
Click Send 1 Invitation or Send x Invitations, depending on how many recipients you selected
Send form invites to a list from your spreadsheet
Go to Forms https://app.senja.io/forms
Click Share on the form that you want to use
This will redirect you to the Trigger tab
Choose Campaign to invite customers by email
Click CSV Upload subtab
Upload your CSV file
Review the recipients and invite details
Click Send 1 Invitation or Send x Invitations, depending on how many recipients you selected
Check sent invites
After you send the invite, Senja adds it to your Invites list so you can track what was sent
To check delivery and response progress, see How to check my form invite status
If you want to share the form directly instead of sending invites, see Where can I share my collection form?