How do I invite or re-invite employees?

For: Owners, Managers, and any role with the Resend Invitation permission

Some employees have points waiting but have not joined Jolly. Text them an invitation from the Contacts page.

Steps

Find pending employees. On Contacts, open Filters. Choose Adoption, then Pending.
Choose who to message. Open the ... menu on a row. Click Resend invitation. Or tick several boxes and use the bulk action.
Review the window. Recipients are the people who get the text. Excluded shows who is skipped and why.
Choose Send as. Pick your organization or yourself.
Tick the acknowledgement. It says the sender is responsible for the messages. Send stays off until you tick it.
Click Send. A summary shows the result for each contact.

Sent means the text is queued for delivery.
Skipped, cooldown means they were re-invited too recently. Skipped, not eligible means they are no longer pending.
Skipped, no phone means there is no phone number. Please add one and try again.
Skipped, unreachable means they opted out of texts or a limit was hit. It never counts as sent.
Failed means nothing was sent. Please try again.

A bulk send can include up to 100 contacts. Only pending contacts get the text.
To see who is pending and why, see What does the Adoption column on Contacts mean?

Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.