With the "Save Invitations" feature, you can customize and save an invitation text for each program. This custom text will automatically be included when copying the program, making it easier to reuse for new instances.
Steps to Save Your Custom Invitation
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Access the Invitation View: Go to the Members tab of your program and click the "Invite" button.
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Edit the Invitation Text: Modify the invitation text to fit your program's needs. Include custom fields like {url} and {first_name} to personalize each invitation.
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Save Your Custom Invitation: Once you're satisfied with the text, click the "Save Custom Invitation" button to store it for this program.
- Restore Default Invitation (Optional): If you want to revert to the default invitation, simply click the "Restore Default Invitation" button.
How to Create Invitation Templates (New Builder)
Note: This feature is only available in the new program builder. Learn more about how to access the builder here.
1) Go to the 'Manage Invitations' Tab in the New Builder
- Open the program where you want to create an invitation template.
- Navigate to the 'Manage Invitations' tab.
2) Create a New Invitation Template
- Click + New Template.
- Enter a template name to easily identify it later.
- Write the invitation message, including any relevant details for participants.
3) Insert Dynamic Fields
- Use placeholders such as
{first_name}and{url}to personalize the message. - Ensure that key information like the program link is included.
4) Save and Manage Templates
- Click Save Template to store your invitation for future use.
- Your saved templates will now appear in the template list when scheduling invitations.
- Templates are automatically included when copying a program, making reuse simple.
By creating templates, you can ensure consistent communication while reducing the time spent manually drafting invitations.