Sending Invitations to Your Customers
WHAT YOU WILL TAKE AWAY FROM THIS ARTICLE
How To Send Invitations to Customers
How To Review Invitations Sent
How To Customize the Invitation Experience
To send invitations to customers you have information on, navigate to the Campaigns section of your Video Reviews dashboard and select the campaign in the list.
From there you can choose to upload a list of customers or add customers individually whom you wish to invite.
Navigate to the Add Your Customers tab of your active Campaign > Essentials tab.
Click on Upload A List.
Select and upload your file of Customers information.
Ensure the file contains the necessary information (First name, Last name, Cell Number & date of transaction)
Navigate to the Add Your Customers tab of your active Campaign > Essentials tab.
Click on Add Individual.
Enter the full name and phone number of each borrower you wish to invite.
Save each entry.
The invitations for all the individual customers entered will be prepared, and available on the Send Invites tab where you can review and send them.
Once you’ve reviewed or customized your invite messages (Day 1, Day 3, Day 7 & Day 14) and added your prior borrowers, go to the Send Invites section.
Review your invite list by clicking Review Customers
Click on the “Send” button to send out the prepared invites to your customers.
You can review and manage your invites by clicking on the active Campaign > Invites tab. You can quickly view performance metrics like Click Through Rate and data on where invitees are within the invite flow.
View invites that are either Delivered or Undelivered
Resend the invitation if 14+ days have passed since the last invitation was delivered
A single customer can receive a maximum of 4 invites
The SocialV Video Reviews platform enables you to customize these invitation text messages as well as the rest of the invitation experience that includes:
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 to record/upload their video upon clicking the personalized link from the invite text message
Thank You Text Message - sent after the customer has successfully submitted their video to your dashboard
Go to the Campaign section in your dashboard.
Select the active campaign
Under the Essentials tab find the section labeled Invite Text Message.
Select the Day 1 message and click Customize
Customize the message by including personalized details or instructions.
Save your changes.
Repeat this process for the follow-up invite messages for Day 3, 7, and 14
Under the Essentials tab find the section labeled Welcome Video section
Click on Customize.
Select Custom and either record or upload a brief video welcoming your customer and provide instructions on what type of video they should create.
Save your changes.
Under the Essentials tab find the section labeled __Thank you text message* section
Customize the thank you message text
Include any important information or follow-up instructions.
Save your changes.
How To Send Invitations to Customers
How To Review Invitations Sent
How To Customize the Invitation Experience
Send Text Message Invitations to Customers
To send invitations to customers you have information on, navigate to the Campaigns section of your Video Reviews dashboard and select the campaign in the list.
From there you can choose to upload a list of customers or add customers individually whom you wish to invite.
Upload A List
Navigate to the Add Your Customers tab of your active Campaign > Essentials tab.
Click on Upload A List.
Select and upload your file of Customers information.
Ensure the file contains the necessary information (First name, Last name, Cell Number & date of transaction)
Add Individual
Navigate to the Add Your Customers tab of your active Campaign > Essentials tab.
Click on Add Individual.
Enter the full name and phone number of each borrower you wish to invite.
Save each entry.
The invitations for all the individual customers entered will be prepared, and available on the Send Invites tab where you can review and send them.
Review And Send Prepared Invites
Once you’ve reviewed or customized your invite messages (Day 1, Day 3, Day 7 & Day 14) and added your prior borrowers, go to the Send Invites section.
Review your invite list by clicking Review Customers
Click on the “Send” button to send out the prepared invites to your customers.
Review Invitations Sent and Resend
You can review and manage your invites by clicking on the active Campaign > Invites tab. You can quickly view performance metrics like Click Through Rate and data on where invitees are within the invite flow.
View invites that are either Delivered or Undelivered
Resend the invitation if 14+ days have passed since the last invitation was delivered
A single customer can receive a maximum of 4 invites
Customize the Invitation Experience
The SocialV Video Reviews platform enables you to customize these invitation text messages as well as the rest of the invitation experience that includes:
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 to record/upload their video upon clicking the personalized link from the invite text message
Thank You Text Message - sent after the customer has successfully submitted their video to your dashboard
Customize Your Invite Text Messages
Go to the Campaign section in your dashboard.
Select the active campaign
Under the Essentials tab find the section labeled Invite Text Message.
Select the Day 1 message and click Customize
Customize the message by including personalized details or instructions.
Save your changes.
Repeat this process for the follow-up invite messages for Day 3, 7, and 14
Create a Welcome Video
Under the Essentials tab find the section labeled Welcome Video section
Click on Customize.
Select Custom and either record or upload a brief video welcoming your customer and provide instructions on what type of video they should create.
Save your changes.
Customize Your Thank You Text Message
Under the Essentials tab find the section labeled __Thank you text message* section
Customize the thank you message text
Include any important information or follow-up instructions.
Save your changes.
Updated on: 21/01/2025