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Invite Reminder Emails

How to send an invite email reminder from Trickle

Victoria Mackie avatar
Written by Victoria Mackie
Updated over a week ago

Trickle will automatically send email reminders to those who have been invited to the platform but have not yet signed up. This will occur on week 1, 2, and 4, and then every 3 months after the initial invite is sent.

If you are an Admin on your Trickle account you can also send personalised email reminders from the app. Here's how...

πŸ“§ How to send a personalised email reminder

  • Login via the web app (desktop).

  • Click on your profile in the bottom left of the screen.

  • Select 'Manage Organisation' and click on the 'Invitations' tab. From here you will see who has yet to sign up to your Trickle account.

  • Click the blue button 'Send Reminders'.

  • Enter a personalised subject line and message.

  • If you'd like to send yourself a preview of the email click the send preview button.

  • To send the email click the 'Send Reminders' button.

πŸ’‘ Tip: It's useful to include a message with a compelling reason to accept the invite. For example, a new initiative within your organisation that everyone can have a say in.

Note: If a reminder email has recently been sent to a user, the next reminder will be sent 7 days after the previous one to give the recipient chance to sign-up. This is the case both for manual and automated invite reminders.

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