Overview
Creating a Smart Invitation
This guide will show you how to create a smart invitation, an SMS invitation that is triggered by a specific event rather than being sent immediately. Smart invitations allow you to time your outreach based on user actions or profile updates.
What is a Smart Invitation?
A smart invitation is an SMS that is automatically sent based on a specified event. Unlike a regular SMS invitation, the smart invitation is triggered by a set condition, allowing you to align your messaging with user actions. Smart invitations will continue to send based on the event until they are manually closed. Note that smart invitations target all participants within your survey or chat audience.
Events That Can Trigger a Smart Invitation
You can select from the following events to trigger your smart invitation:
User Subscribes to Domain: Sent when a user subscribes to the domain where your survey or chat is hosted.
User Completes a Chat: Sent when a user completes a chat session.
User Disqualified from Chat: Sent when a user is disqualified from a chat session.
Subscriber Profile Attribute Changed: Sent when there is a change in the profile attribute of a subscriber.
Step by step guide:
Follow these steps to create a smart invitation:
Navigate to the Invitations Section
Log in to the platform, go to your survey or chat project, and find the “Invitations” or “Smart Invitations” section.
2. Create a New Invitation
Select “Create New Invitation” and choose “Smart Invitation.”
The counts displayed for smart invitations represent an estimated number of participants who may receive the invite. The actual number depends on real-time event conditions. To view the final delivery count, refer to the delivery numbers.
3. Define the Smart Condition
Pick one of the trigger events from the list:
User Subscribes to Domain
User Completes a Chat
User Disqualified from Chat
Subscriber Profile Attribute Changed
Set the Delivery Timeframe
Once the event is selected, you can choose to send the invitation:Immediately: Sent as soon as the event occurs.
After a Delay: Specify a delay period for the invitation (e.g., 24 hours after the event).
Compose Your Message
Write the SMS invitation message. Keep it concise and relevant, as this message will be sent to participants automatically based on the event trigger.Save and Activate
Save the invitation and activate it. This will start the system monitoring for the trigger event. Remember, smart invitations will continue to be sent based on the trigger event until you close them manually.
Managing Smart Invitations
To edit or stop a smart invitation, go back to the “Smart Invitations” section. Locate the invitation you want to adjust or close.
This setup ensures your messages are timely and relevant, increasing participant engagement with your surveys and chats.