How to Invite Co-Marketing Partners

Click HERE for the interactive simulation for this topic.

There are two options when it comes to inviting co-marketing partners:

• Inviting contacts that already exist in your system
• Inviting co-marketers that do not exist in your system by inputting their email address

1. On the left navigation, click Co-Marketing Partners > Invite New Connections. 
   • A pop-up box appears. 
2. Under Enter Your Connection's Email Address for Co-Marketing, type in the name of the contact or input their email address if they are not a contact in your system. 
   • Note: Please ensure there are no spaces if inputting emails. 
3. Choose Create Invitation OR Next. 
   • Clicking Next sends you straight to sending the invitation if multiple connections were selected. 

If Create Invitation was Chosen

1. (Optional) update email content (if applicable). 
   • Note: The email subject header automatically pulls in your account name ({{ sender.f_name }}) while the email body message automatically pulls in the recipient name ({{ recipient.f_name }}). 
2. Click Send Invitation. 

If Next was Chosen

1. Input contact information, click Next.
2. (Optional) input license and MLS information, click Next.
3. (Optional) add a profile picture and/or logo image, click Next. 
4. (Optional) update email content. 
5. Click Send Invitation. 

After the invitation has been sent, the co-marketer receives an email asking them to accept. 

Need more help? Click HERE to view our co-marketing FAQ content.