Email Triggered Invites are for teams that want review requests to happen automatically when a normal business email is sent. This works well when your customer already uses a CRM, invoicing tool, or standard inbox process.
There are two main ways to set it up: BCC and code snippet.
BCC method
The BCC method is the easiest option. Go through the setup wizard, choose the campaign, and the platform gives you a unique BCC address. Add that address whenever you send a customer email and the contact is added to the campaign automatically.
- Works with Gmail, Outlook, Apple Mail, and most normal email clients
- No engineering work required
- Good for operational teams and manual service businesses
Code snippet method
The snippet method is better when you already send system emails from a CRM or platform that supports HTML templates. Copy the snippet from the wizard, place it in the email template, and the customer details are passed through automatically.
- Works well with platforms like HubSpot, Salesforce, and QuickBooks
- Better for repeatable automated workflows
Which method should you choose?
Pick BCC if the team is mostly manual and wants the quickest path. Pick the snippet if the workflow already lives in a CRM or billing system and you want the trigger to happen without anyone remembering to add a BCC line.