Email Triggered Invites are for teams that want review requests to happen automatically when a normal business email is sent. This works well when your customer already uses a CRM, invoicing tool, or standard inbox process.
There are two main ways to set it up: BCC and code snippet.
BCC method
#Open it from Connect -> Integrations -> Automations -> Email Trigger while inside a customer account from your agency (Business -> Customers -> Manage Customers -> Open dashboard, or the Customer tab if your sidebar shows it).
Steps and details
The BCC method is the easiest option. Go through the setup wizard, choose the campaign, and the platform gives you a unique BCC address. Add that address whenever you send a customer email and the contact is added to the campaign automatically.
- Works with Gmail, Outlook, Apple Mail, and most normal email clients
- No engineering work required
- Good for operational teams and manual service businesses
- The customer's plan must include the BCC email trigger option or inbound emails are ignored
This automation is managed from your agency account only. Reach it by opening a customer account (Business -> Customers -> Manage Customers -> Open dashboard, or the Customer tab if your sidebar shows it) and going to Connect -> Integrations -> Automations. It is not visible to customers, and View as customer cannot reach it.
Code snippet method
#The snippet method is better when you already send system emails from a CRM or platform that supports HTML templates. Copy the snippet from the wizard, place it in the email template, and the customer details are passed through automatically.
Steps and details
- Works well with platforms like HubSpot, Salesforce, and QuickBooks
- Better for repeatable automated workflows
Which method should you choose?
#Pick BCC if the team is mostly manual and wants the quickest path. Pick the snippet when the workflow lives in a CRM or billing system. You still send the email to your unique address (set it as a permanent BCC on the template so nobody has to remember it), and the snippet passes the customer's email, phone and name through instead of relying on the To: line.