Once you’ve uploaded contacts to ThoughtExchange, you will be able to send an email invitation to your contacts to participate in your Enagagement! We provide the ability to build a segment by using the filter criteria to choose who you want to invite.

• E.g. I want to send my Engagement [blank] to [departments= marketing, sales] who have [start date >= 2021-01-01]

*You must have access to the ‘contacts upload’ feature, please contact your CSM for more details.

Invite Contacts to an Engagement

Invite dialog: access the “Invite Participants” dialog 

1. • Select the option “Send directly (contacts)”
2. Add filter criteria: to segment your desired contact grouping. The criteria are sourced from the ‘optional’ fields that are uploaded from the “Contact upload” page.
   • Add up to 10 segment criteria
     • Text: allows for equal to (picklist)
     • Date: allows for less than, less than or equal to, equal to, greater than, greater than or equal to (date picker)
     • Number: allows for less than, less than or equal to, equal to, greater than, greater than or equal to (input field)
   • When you’re happy with the segment that you’ve constructed click “Next”
     
     (Example screenshot)
     
     
3. Customize your email: you can customize the email body and subject with plain text. We do provide some default copy that contains the:
   • Subject: [leader name]
   • Message: [leader name] and [exchange question]
   • Once you’re satisfied with your messaging click “Next” 
     
     
4. Preview: this is the last step before sending your email invites to participate in the exchange. You can scroll through the details of the send out to preview all the details you’ve created.
5. Invite: when you click the invite button an email message will be sent to all your specified contacts. This can take some time depending on how large the segmented group is (few minutes to few hours). 
   • You can check the status of your send by going to the “Email log” under Room settings > Email log
     
     

Roles: Customer admin, Room Admin, Coach Manage, Coach View, and leader can access the Send to imported contacts invite option and send invites.