Manage invitations

When you create an invitation with Tracking Invitation enabled, you’ll find your sent or saved invitations conveniently listed on the Invitations page.

Explore tracked invitations

Here’s what you can do on the Invitations page to manage your invitations and keep track of their progress.

• View invitation details: See the associated Form or Workflow (with a direct Edit Form link), and the scheduled or sent date and time.

• Check form interaction: Monitor the invitation’s sent time, form opens, and form submissions via the Sent, Open, and Submitted counts.

• Monitor invitation status: Identify Draft invitations that haven’t been sent yet, and Sent invitations that can’t be modified.

• Review invitations sent to multiple recipients: If an invitation was sent to more than one recipient, its row becomes expandable — click the arrow next to the invitation name to reveal each recipient as its own sub-row (e.g. Test2 - #1, Test2 - #2).

• Take action: Use the Action column to perform operations. Draft invitations show Edit, Delete, and Copy. Sent invitations additionally show Detail and View.

  • Detail opens the recipient activity table — who received it, and when they opened or submitted the form.
  • View reopens the original invitation panel in a read-only state, showing the invitation name, email settings, and message content as they were when sent.

Copy the invitation

Creating a new invitation for the same or different recipients is made easier with the copy invitation feature. This is especially handy when you want to reuse an invitation template.

To make a copy of an invitation, follow these steps:

1. Go to the Invitations page and locate the invitation you wish to copy.

2. In the Action column of the invitation’s row, click on Copy.
   This will open the Invitation window, where you can make any necessary edits before sending the new invitation.

View sent invitation details

If you’ve sent invitations with tracking enabled, you can see how each recipient is progressing by clicking Detail in the Action column.

Upon clicking, the recipient activity table will be displayed, showcasing the following key details:

• Recipient: The recipient’s email address.
• Password: The automatically generated password for form access.
• Sent Status: The sent status.
• Email Open At: Email open time.
• Form Open At: Form open time.
• Submitted At: Form submission time.

Additionally, within the Action column, you can click the Invitation link to access the associated form.

You can also click Download CSV at the top right to export the recipient activity shown on this page.

View the sent invitation

Clicking View in the Action column reopens the original Invitations panel for that invitation. A banner at the top confirms “This invitation has been sent at [date/time]”.

You’ll see the same fields you set up when creating the invitation, so you can review exactly what was sent.