Bulk Email Invite Clients to Collaborate

This example Custom Process is designed for practices using New Collaborate.

The Custom Process will share a welcome flyer and email to clients opting to use Collaborate allowing you to bulk invite clients to use Collaborate. 

This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).

NEW Import - Bulk Email Invite Clients to Collaborate.png

Note: This process includes a flyer that you can customise using Canva, a free-to-use online graphic design tool. Click here to view and copy the template to your Canva account and customise as required. For more information on this process, refer to the Canva article Duplicating designs.

Please note the FYI team does not provide support for creating or customising this flyer or a new flyer. This document and design are provided as an optional resource only. 

Importing this Custom Automation

Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice. You can also download the file from the bottom of this article.

Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.

When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes and Importing Custom Processes using Drag and Drop.

Download Files

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