Invite-only campaigns work by sending each recipient their own private link. This article covers how to load recipients, send the email, and resend if needed.
#Add recipients
On the campaign detail page, open the Invite Links tab. You have three ways to add recipients:
- Create Invite — add one recipient at a time with name and email.
- Create Bulk Invites — generate a batch all at once (with or without contact info).
- Import from a contact list — pull in contacts you've already saved on your account.
Each recipient ends up with a unique invite link tied to their record. You can see all invites in the table, with their status, who they were sent to, and whether they've redeemed.
Recipient names, addresses, and phone numbers are collected to send the invite and fulfill the order — handled per our privacy policy and data policy. We don't use recipient data for behavioral profiling.
#Send the invite email
For any invite that has an email address attached, you can send the invite email directly from the portal:
- Find the invite in the table.
- Open the action menu and choose Send Notification.
- We send the email and record the time it went out.
If you've already sent an invite and want to nudge again, the same menu offers Resend Notification.
You can also bulk-send by creating invites with email addresses already attached — many of the bulk creation flows offer to send notifications as part of the import.
#Setting an expiration
You can expire invites at two levels:
- Campaign-level — set an Expiration date on the campaign itself (in the create-campaign modal, or by clicking the Expiration field on the campaign detail page). When that date hits, the campaign moves to Expired and every outstanding invite stops working. See Campaign lifecycle.
- Per-invite — when creating a single invite, set its Expiration to Never, 1 Day, 7 Days, 30 Days, or a Custom date. The invite stops working at that time even if the campaign is still active. You can also enable a reminder email a chosen number of days before expiration.
If both are set, whichever fires first wins — a recipient with a 30-day invite on a campaign that expires in 7 days has 7 days to redeem.
#After you send
Once invites go out, you can track each one through every stage of the redemption flow — opens, clicks, page views, checkout, and order completion. See Invite tracking and funnel.
#What recipients see
The invite email lands from a sender tied to your campaign and contains:
- A short greeting
- The campaign description
- A button to claim their items
- A fallback link
The button takes them straight to your branded redemption page. They never need a password, and we tie their invite to their email so the link only works for them.
#Skipping the email
You can also create invites without email addresses and hand the link out yourself — paste it into a Slack DM, print it on an event card, or include it in your own welcome sequence. From the invite table, click the copy icon to copy any individual invite URL. You can also export a CSV of selected invites with their full URLs.
#Track who's been sent
The invite table shows, for every recipient:
- Status — Used or Unused
- Invite Sent — the date the email last went out
- Order — the order number once they've redeemed
- Journey — how far through the redemption flow they are
You can filter by status or by whether the invite has been assigned to a contact. See Campaign analytics for higher-level numbers.