> ## 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). # Sending Invitations to Your Customers | WHAT YOU WILL TAKE AWAY FROM THIS ARTICLE 1. [How To Send Invitations to Customers](#1-send-text-message-invitations-to-customers) 2. [How To Review Invitations Sent](#1-review-invitations-sent-and-resend) 3. [How To Customize the Invitation Experience](#1-customize-the-invitation-experience) --- # Send Text Message Invitations to Customers To send invitations to customers you have information on, navigate to the Capture 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-31823_fdimty.png) ### Upload A List * Navigate to the **Add Your Customers** tab of your active Campaign > **Settings** tab. * Click on __Upload A List.__ ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-31846_1vtkvrc.png) * 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 > **Settings** tab. * Click on __Add Individual.__ ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-31909_16etafr.png) * 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-31956_13dn5al.png) * 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/cs-invites_ulb6zx.jpg) * View invites that are either Delivered or Undelivered * Resend the invitation if 14+ days have passed since the last invitation was delivered ![](https://storage.crisp.chat/users/helpdesk/website/ac216ed912c8b800/snackbar-component-invites-res_hohkd0.png) * 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 **Capture** section in your dashboard. * Select the active* campaign * Under the **Settings** tab find the section labeled __Invite Text Message.__ ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-32050_8myfsr.png) * Select the Day 1 message and click **Customize** ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-32151_myxlg6.png) * 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 ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-32102_69l2bw.png) * 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-32232_jdnlfl.png) * Save your changes. ## Customize Your Thank You Text Message * Under the **Essentials** tab find the section labeled __Thank you text message** section ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-32114_8mklam.png) * Customize the thank you/reward message text ![](https://storage.crisp.chat/users/helpdesk/website/-/a/c/2/1/ac216ed912c8b800/screenshot-2025-04-18-at-32340_1ris0tk.png) * Include any important information or follow-up instructions. * Save your changes.