"How To" Videos

How to: Send Email Invitations to a Group

  1. Click on manage group from your Admin Dashboard
  2. Click “View Group” in green
  3. Look for the group you want to send your email invitation to.
  4. Select the “Pending Activation” tab at the top of the screen.
  5. Click on the box next to “Last Name”. This will select all of the clients in your group.
  6. Click “Send Invitation Email” in green at the top of the screen.
  7. Click “Confirm” in green.
  8. Notice the status for each client in this group should say “Invite Sent”.

Video Instructions: 

HubSpot Video

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