You can send invitation emails either individually or in bulk from the agreement overview. We can also support you with full mandate conversion campaigns.
An invitation link:
Remains valid for 1 year if not clicked.
Remains valid for 6 months once clicked.
Individual invitation by email
To invite a customer for a specific agreement:
Navigate to Agreements in the left-hand navigation menu, or look up the agreement using the search bar.
(*) Alternatively, click the agreement to see its details and click the Invite button.
In the email tab, you can review:
The From email address
The To email address
A preview of the email message - the email integration needs to be active.
Bulk invitations by email
To send invitations to multiple customers:
Navigate to Agreements in the left-hand navigation menu.
Filter on Prepared and use advanced filters if you wish.
Select one or more agreements with the checkboxes.
Click Invite.
Click Send when the popup appears.
The system sends the initial invitation email to all selected agreements.
Troubleshooting
The email is in English
Possible causes:
The language is not enabled in Settings > Profile > General, and no other version of that language is enabled either. When, for example, the agreement is in Dutch for the Netherlands and only Dutch for Belgium is enabled, the email is sent in Dutch for Belgium, not in English.
The language of the agreement differs from the expected language. The email language is based on the agreement language, not the customer language.
The email is displayed in plain text
If no email integration is active, the email is shown in plain text with a copy button.
