> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://socialv.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How and When Borrowers are Invited to Leave a Review | WHAT YOU WILL TAKE AWAY FROM THIS ARTICLE 1. [How Video Reviews Invitations Work](#1-how-your-video-review-invitations-work) 2. [How To Send Invitations to Prior Borrowers](#1-send-text-message-invitations-to-prior-borrowers) 3. [How To Review Invitations Sent](#1-review-sent-invites-or-resend-invites) 4. [How To Customize the Invitation Experience](#1-customize-the-invitation-experience) --- # How Your Video Referral Invitations Work || The Brand 360/Video Reviews platform automatically sends up to four invitations to newly closed borrowers. No additional effort is required on your part. When you enable the **Video Reviews** from within the Brand 360 dashboard, newly closed borrowers from that point forward will automatically be sent up to four invitation text messages with a personalized link asking them to submit a video. * By default, the **My Borrowers** campaign is automatically configured to send multiple invites (up to four) until a borrower has uploaded a video. * The Day 1 Text message Invitation is sent within 24 hours of the loan being imported into Brand360. * If an invited borrower does not upload a video after receiving all four invites (Day 1, Day 3, Day 7 & Day 14), they will no longer receive any more invites. --- # Send Text Message Invitations to Prior Borrowers Yes, you can send invites to borrowers who closed loans prior to Video Reviews being enabled. To do so, navigate to the **Capture** section of your Video Reviews dashboard and select the **My Borrowers** campaign. From the **Essentials** tab, you can upload a list of past borrowers or add borrowers individually. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/b360-invites_g9cwjn.png) ### Upload A List * When you select **Upload A List**, a window will appear. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-90553_146q1wi.png) * Select and upload your Prior Borrower file. * Ensure the file contains the necessary information ( **First Name, Last Name, Cell Number & Loan Closing Date**). # Add Individual Borrower * When you select **Add Individual**, a window will appear. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-90655_10znjia.png) * Enter the full name and phone number of each borrower you wish to invite. * Save each entry. * The invitations will be prepared, and available on the **Send Invites** tab where you can review and send. ### Review And Send Prepared Invites * Once you’ve reviewed or customized your invite messages, go to the **Send Invites** section. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85546_1xtf7j1.png) * Review all of your invites by clicking **Review Customers.** * Click the **Send Invites Now** button to send out the prepared invites to your borrowers. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/sendinvites-cta_1lf2ihr.png) --- # Review Sent Invites or Resend Invites * You can review and manage invites by clicking the **Invites** tab on your **My Borrowers **Campaign. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/how-to-frames-resend-invites_1d2u8qj.jpg) * View invite status; Delivered or Undelivered. * Invites can be resent if 14+ days have passed since the last scheduled invitation was sent. * A borrower can receive a maximum of 4 invites. --- # Customize the Invitation Experience The Video Reviews platform enables you to customize each of your invitation text messages as well as the rest of the invitation experience: * **Invitation Text Message(s)** - first invitation and up to 3 follow-up text message invites. * **Welcome Video** - played when the customer arrives at the web app from the invite text message. * **Thank You Text Message** - sent after the borrower has successfully submitted their video. ## Customize Your Invite Text Messages * Go to the **Capture** tab in your dashboard. * Select the **My Borrowers** campaign. * Under the **Essentials** tab, find the section labeled **Invite Text Message.** ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85333_10w2qho.png) * Select the Day 1 message and click **Customize.** ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85352_1mp1dkg.png) * Customize the message or add an image if desired. * Save your changes. * For Day 3, 7 and 14 messages, repeat this process if desired. ## Create a Welcome Video * Under the **Essentials** tab find the section labeled **Welcome Video.** **** ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85410_ddh5b6.png) * Click on **Customize.** * Select **Custom** and either record or upload a brief **(30 sec. max)** video welcoming your customer and provide instructions on what type of video they should create. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85427_1d1a3av.png) * Tap on **Confirm Changes**. ## Customize Your Thank You Text Message * Under the **Essentials** tab find the section labeled **Thank You Text Message.** ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85443_gcab9r.png) * Customize the thank you message text if you desire. ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/screenshot-2024-10-23-at-85459_1n1ybqo.png) * Include any important information or follow-up instructions. * Then tap on **Confirm Changes **to be done.