After you invite a registrant, you're able to access advanced features to better manage the invitation itself.
These include editing the invitation, registering the invitation to transform it into a real referral, resending the invitation, edit the invitation method (available with CBO Advanced subscription with SMS add-on), and expiring the invitation manually before the automated expiry date (7 days after the invitation send date).
You can access these by selecting the invitation from within the referral inbox. A modal will appear where you can select one of the advanced function options (Edit, Register, Resend, Expire)
Register
This function allows you, as a logged in user, to complete the referral for the client.
Why would you use this?
If the registrant is experiencing difficulties using the invitation and/or calls you to register instead to complete it over the phone.
How does it work?
As soon as you select it, you're brought to the eligibility criteria and the referral form. Complete the eligibility criteria and the referral form in order to Register the Invite. After you submit the referral, it brings you to the full referral as it looks submitted, from there you should Add Consent and Book (if applicable) to complete the process.
Resend
This function resends the original invitation, edit the invite method + resend (available with CBO Advanced subscription with SMS add-on), and can be used to reactivate an expired invitation link.
Why would you use this?
If the registrant has lost/misplaced the original invite and/or their invitation has expired.
How does it work?
As soon as you select it, the invite is automatically sent to the client and the expiration date is reset to seven days from the resend date.
To Edit Send Method + Resend Invite (available with CBO Advanced subscription with SMS add-on)
Select Resend on appropriate invite.
Select Edit Method + Resend
Adjust Invitation Method and select Continue
Email address is required when sending invitations by email
Phone number is required when sending invitations that include SMS
Edit
This allows you to edit the name, email address and/or phone number associated with the invitation.
Why would you use this?
If there was an entry error on either of the fields on the original invitation.
How does it work?
As soon as you select it, the form opens up and is editable. You are then able to make necessary edits and Save, if only the name needed to be edited. Or Save & Resend if the email or phone number address was edited to ensure the corrected email or phone number receives an invitation link.
Expire
This allows you to manually expire the invitation prior to the system-generated expiration date.
Expired invitations remain visible in your referral inbox, marked with a status "Invitation Expired."
Why would you use this?
If the registrant submits another referral via a different method i.e. through a sign-up link on your website, or the registrant no longer wishes to be connected to the service, or the service is no longer offered or is unexpectedly cancelled.
You might also expire invitations to maintain better inbox organization, such as clearing old or unused invitations.
How does it work?
As soon as you select it, the invitation is expired so that any point after the link is selected they will not be able to complete the referral. Or, if they're in the process of submitting the referral, the referral will not be able to be submitted and they will be advised to contact your organization.
Managing Expired Invitations
Even after expiring an invitation, you can manage it further by:
Revoking the expired invitation: Use the "Revoke" option in the three-dot menu to permanently remove it and adjust reporting metrics.
Registering and Archiving the referral: Hide the referral from active views to maintain an organized workspace while retaining access through archived views.
Have more questions? You can always reach us using our chat box.
