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# Your invitation sequence explained

### What are invites?

Invites are a series of automated messages that encourage users to download and register for the app.

The invite sequence consists of **5 messages** sent over 4 weeks, using both **email and SMS.** Each message highlights the benefits of Care Friends and contains a link to download the app.

Until a user has logged into the app, each message will be sent automatically to encourage them to register for the app, with no extra admin effort from you or your team! 💪

You can view the default wording of each message [HERE](https://support.carefriends.co.uk/en/articles/12277279-default-invite-sequence).

### Benefits

* ✅ **No manual follow-up** - the whole sequence runs automatically, saving your team significant admin time.
* ✅ **Multi-channel reach** - messages are sent by both SMS and email, maximising the chance of users seeing them.
* ✅**Automatic encouragement to download** - users who haven't yet registered for the app receive automatic repeat invites.
* ✅ **Smart stopping** - once a user logs in, invites cease automatically. No risk of messaging users who are already active.
* ✅ **Customisable** - the default wording and timings can be personalised to match your organisation's tone and brand - click [HERE](https://support.carefriends.co.uk/en/articles/12067821-customisable-invite-sequence) to learn more

### Message wording

The [default wording](https://support.carefriends.co.uk/en/articles/12277279-default-invite-sequence) will be sent out in your invites; however, if you'd like to personalise these messages, you can. Click [HERE](https://support.carefriends.co.uk/en/articles/12067821-customisable-invite-sequence) to find out how.

### How to save time by automating the sending of invites

Want to save time and automatically send the invites each time you add a user? We have an automation that makes this possible, and it only takes 3 clicks to set up 🤩.

❗ **Please note:** Only portal users with **'Manage account settings'** permissions are able to activate or deactivate this automation.

Step 1: Head to automations on the left:

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/3/5/1/1351bd8e7e05590/711ce04f-2b57-4076-b361-c1380c_c13rz8.png)](https://downloads.intercomcdn.com/i/o/myurolee/2195255135/b167189630bec2e2dd971a93054a/image.png?expires=1790073900&signature=fe44101fdbaf8191bfcc38424430f671212bef5497778a484c5ea35cd9fd48b7&req=diEuE8t7mIBcXPMW1HO4zVPxSXpmJwhiZ7H8uta2Wsz1jcIBrVrkIvUKKhtJ%0AUSPW54Jol5cCRBLnL4c%3D%0A)

Step 2: Click the three-dot icon to the right of the automation, then click '**Activate**':

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/6/4/6/16468af4db32a500/f21d67e0-1b2d-4531-8127-b03245_tudsfo.png)](https://downloads.intercomcdn.com/i/o/myurolee/2195257745/d47ef58037c77f3ea151fde59a0b/image.png?expires=1790073900&signature=b767b83a27efea992488b5a1d2caa909081c1b14a574de8767af36883f7ff09d&req=diEuE8t7moZbXPMW1HO4zRrbwslin5bsVn4CaVssfl5rbaniMfdP2tzXsW81%0Awe%2BywPG%2B91MBQlluik0%3D%0A)

And that's it, you've now activated the invite automation 🤩. Whenever a new user is added to the portal, they will automatically be sent the invite sequence.

**What's Next?**

* [How to edit the automation owner](https://support.carefriends.co.uk/en/articles/13943298-how-to-update-the-invite-sequence-automation-owner)
* [Adding a new app user](https://support.carefriends.co.uk/en/articles/4412287-authorise-multiple-staff-members-to-use-the-app)