Existing invitations can be edited to change the details of the person invited or to add or remove scheduled messages. To edit an invitation, go to Messaging & Chat → Invitations (legacy Hub: Message Hub → Invitations, or the “Invite & Share” tab of your guide). Find the invitation you wish to edit (you can search using the search box at the top right of the invitation table), use the (⋯) menu and select View/Edit. Here you will see the current message schedule and the status of each message. Each message has a (⋯) menu with various options.

Table of contents:

Use the “Edit Invitation Details” button to edit the details of the invited person and any custom field codes. The changes you make will be reflected on any messages not yet sent out.

Note: If you use criteria on any of your message templates then be aware that changing the invitation details may change the messages that will be sent on this invitation.

Any messages not yet sent can be edited: use the (⋯) menu and select “Edit message”. Only the message content can be changed, and you must tick “Change to custom email content for this recipient” before the fields open for editing. This only applies your changes to this invitation, and once customised, any changes to the source template content won't affect this invitation. Update the source message template if you want your changes to apply to all invitations using the same message — see this article.

The schedule cannot be changed without changing the source template, although you can override the schedule and force a message to be sent immediately with the Send Now option in the (⋯) menu for any message not yet sent. It sends straight away.

Messages not yet sent out can be removed from the schedule for this invitation. Use the Remove Message option in the (⋯) menu for the message and confirm with Delete.

New messages can be added to this invitation using the “Add Email Message” and “Add SMS Message” buttons. If you have any message templates with a send criteria of “On Demand”, they will appear in the dropdown list, or you can add a custom message. Complete the new message form and click “Submit”.

The main statuses are Pending (created, waiting for you to click Schedule messages), Ready (scheduled to send; the sending timer runs every 60 seconds), Sent (sent and view-only) and Error (an error occurred — contact [email protected]). You may also see Processing, Blocked or Expired.

📖 Full list with explanations: How to check if a message has been sent

Our Fin AI assistant is available 24/7 and typically responds in under 10 seconds. If Fin isn't able to solve your issue, our support team will take ownership of your case from there.

You can also reach out to our team at [email protected], and we'll be happy to help.