CRM (Managing and Organizing Companies & Contacts)
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      How to Invite Local Connections™ to Participate and Support You Back

      As you're supporting your Local Connections™, it's important to encourage their participation and support!

      Available for the Build, Grow & Coordinate plans on the Locable Marketing Platform

       

      Supporting your Local Connections™ through our automated tools is great, but it's even better when they participate too.

      When business owners set up their Locable account and claim their business profile, it allows them to participate in a few important ways:

      1. They can ensure their company profile information is correct and make updates to elaborate on how their business appears on local directories by adding their logo, a dynamic description, business hours, social media links, etc.  You can read more about that in our Getting Started Guide.

      2. They can support you back by using the Locable directories, calendars, and more on their website, and including you in that content.

      3. They can use other free and affordable tools from Locable to market their business.

      Participation Status

      You can view a company's participation status by looking in your CRM:

      There are 4 different Participation Status indicators:

      1. Invite - the business has not yet been invited to claim its Locable account.
      2. Pending Invite - an invitation has been sent to the company from your Locable account.
      3. Resend Invite - an invitation has previously been sent but the company did not claim their Locable account. 
      4. Claimed - the company has claimed their free Locable account.

      If a business in your CRM has not yet been Invited, it is very easy to send them an invitation, as long as you have an email address for them.

      Sending a Custom and Personalized Invitation 

      If you have added businesses to your CRM to populate your directory or other embeds, you can invite the business owner to claim their Locable business profile account.

      In your Locable account, navigate to CRM > Companies & Causes. Find the business and click on the business name to open their company record.

       

      There are 2 options to send an invite: 

      • Click 'Send Invite' in the Company Info box and then input the name and email address of where the invite should be sent. Then click to Send the Invite.
      • Click 'Invite' button next to the associated contact you wish to invite to claim the business profile and our system to pre-populate the email template and customize it for that person. Then click to Send the Invite.

      NOTE: When you send an invitation through Locable, the email template will automatically be personalized with the contact’s name and company name before it is delivered to their inbox.

      Your Custom Shareable Invite URL

      If you’d rather create your own custom invitation email, you can use your unique shareable invite link instead. This link can be shared with your Local Connections™ in a variety of ways, like adding it to:

      • Any email you send directly

      • Your email signature

      • Social media posts or messages

      This gives you flexibility in how you invite people while still making it easy for them to connect.

      Learn more about this Shareable Link.