> For the complete documentation index, see [llms.txt](https://wiki.orderlion.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.orderlion.com/resources-for-wholesalers/invite-customers/invite-editor.md). # Invite editor **New for Invitations on the Computer since March 2024:** * Revised invitation messages * Preview of the message before sending * Editing the message template directly in Orderlion * Bulk invite from Orderlion email and SMS now with preview and editing options * Sending individual invitations via your own email programme using "Open mailbox" * Sending individual invitations via WhatsApp Web on the computer using "Open WhatsApp" **Advantages of the New Invite editor:** * Improved message quality * More personalized addressing of recipients * Building trust by using your own email addresses and phone numbers instead of Orderlion emails **Activation:** The function is automatically activated with the update. Simply navigate to the customer view and use the Invite editor. **Editing the Invitation Template:** Click on "Edit" (pencil icon at the top right) and adjust the text. The subject and text can be customized. Note that when editing in the text field, images are removed and cannot be re-inserted. For sending via WhatsApp Web or the email programme, the message is inserted and can be edited before sending, including adding attachments, etc. **Important**: Any changes will be applied to all other further invitation messages. **Sending Timing of the Invitation:** The invitation is sent only when you click "Send" or in your email programme/WhatsApp, click "Send." **Checking Invitation Status:** You can see who has accepted the invitation by checking under "Customers" → "Status." **Important:** When using Orderlion emails or your own emails, automatic reminders are sent to recipients in the same thread. When using your email programme and removing the Orderlion address (automatically in BCC), reminders cannot be sent. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://wiki.orderlion.com/resources-for-wholesalers/invite-customers/invite-editor.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.