Send email review invites

Sending an invite

1. Go to Collect → Email.
2. Enter the customer's name and email, and edit the subject/body if needed.
3. Optionally include your default follow-up sequence.
4. Click Send. The invite is sent immediately and logged under Recent Invites.

Sending email invites requires a paid plan.

Follow-up sequences

Set up a sequence of follow-up emails (e.g. a reminder a few days later) under Collect → Email → Sequence Settings. Each step can have its own delay and message. New steps are added by appending to the sequence; removing a step deletes it and anything after it in the saved order.

Sender settings

Configure the From name and Reply-To address for review invite emails under Collect → Email → Settings. These apply per location.