Invite families to engage with the Collaboration Center either by email or text message.
Email and text invites give you the ability to easily invite families to participate in the Collaboration Center, enhancing the family's experience in the planning process, while also allowing funeral directors more time to serve the family’s needs.
Collaboration Center Invites by Email:
Sending an email invitation to the Collaboration Center is easily done with a few clicks.
Within a case, go to the Collaboration page and then to Send A Collaboration Center Invitation.
From the Send Invitation to Collaborate box fill in the following:
- First Name, Last Name, Email Address, and Relationship.
Click on Create.
Continue the above steps to add more family members or friends to include in the email.
After you have added the desired recipients, click the Add button to the right of each name.
Click Invite & Close.
From the Send Invitation to Collaborate page, you can also:
✔️Edit the email by simply making your changes. If you'd like to return to the default message, click Reset Message.
✔️Check send me a copy of this email if you would like a copy of the email sent directly to you.
Collaboration Center Invites by Text:
Unlike Email Messages, the Text Message feature needs to be turned on to be visible within a case. See How to Set Up the Collaboration Center for more information.
Text Invites can be sent from the First Call Information Page for at-need cases, and Family & Friends page for both at-need cases and imminent need cases.
For simplicity's sake, we will review the steps from the First Call Information Page, as the steps are very similar on the Family & Friends page.
Getting Started with Text:
To get started, create an at-need case.
On the First Call Information Page, in the Caller section, select a Relationship.
Note: Text Invite only becomes available when one of the roles from Aunt or below is selected (see screenshot below). You can also find the invite under the Other People section of the First Call Information Page.
When one of the above relationships is selected, a checkbox will appear to Send Collaboration Invitation through Text Message. A few things to note:
✔️A mobile phone number is required on either the Primary Phone or the Secondary Phone for the invite to send successfully.
✔️You can preview the text message by clicking the icon next to Send Collaboration Invitation through Text Message.
Pro Tip: Want to change the text message? See How to Set Up the Collaboration Center.
✔️When you click Save at the bottom of the page, the text message automatically sends.
✔️You can view your Text Message details, such as the date and time the invite was sent, on the Family & Friends page by clicking on the recipient.
✔️Need to resend? Click the icon next to Send Collaboration Invitation through Text Message.
Need More Information?
Need Help? Email us at email@example.com or call 1-800-692-5111!