Sample Invitation
Tutorial
FAQs
Option 1: Send anyone a link to the invitation
- Go to the Send tab in your Greenvelope dashboard.
- Select Share URL next to the Add Contacts button
- Create your invitation URL.
- Copy and paste the URL in a text message.
Option 2: Send by SMS through Greenvelope
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Go to the Send tab in your Greenvelope dashboard.
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Make sure your contacts have phone numbers listed.
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Click Select All (or choose specific contacts).
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Click Send Invitations.
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Under the preview, you’ll see: “Please choose the primary sending option for contacts who have both: email and phone number.”
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Select Send via SMS, then click Send.
Option 3: Copy and text a personal link
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In your Greenvelope dashboard, find the contact you want.
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Click the arrow at the end of their row.
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Select Copy Link/Send Plaintext.
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Under Copy Link, click Copy.
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Paste the link into a text message from your phone.
Click on the contact name to open the Edit Contact menu. Under the First Name field, select Add Couple/Family Member.
Enter a Couple/Family Greeting to appear on the front of the envelope (e.g., The Nichols, Hailey and Nathan Nichols, or The Nichols Family). Then add the first and last name, plus any contact information, for the additional member.
If you provide a unique email address, that person will receive their own invitation—but their RSVP will still be grouped together.
Navigate to the Track tab. Click the downward arrow on the contact’s row and select Update RSVP.
Choose Will Attend or Will Not Attend on behalf of the guest, then click Submit RSVP. You’ll have the option to send the guest an RSVP confirmation via email.
Option 1: Send a message from your Contact List
- Go to the Send or Track tab in your Greenvelope dashboard.
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Click the downward arrow on the row of the contact whose messages you want to view.
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Select Send Message to send that contact a message or see all communications sent to and received from that contact
Option 2: Use the Messaging Center
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Go to My Messages on the green menu on the left side of your screen.
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You’ll see a list of all conversations with your contacts.
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Click a contact’s name to open the full message thread and review past messages.
- You can also send mass messages to all invited contacts, RSVP’d contacts, and more.
Contact Us
Our team is happy to assist you! Email us at concierge@generousgiving.org.