Inviting an Existing Contact
💡 This step is usually required for agents who imported their contacts.
Go to Contacts
Click into the contact’s detail page
Use the "Reinvite contact to Perchwell" option
Send a message using your saved template
💡 Importing a Contact List from a previous provider? Learn More about Bulk Uploading Contacts.
Invite a Contact to Perchwell
Option 1: Invite an Existing Contact
Go to Contacts
Open the contact’s detail page
Click "Reinvite Contact to Perchwell" at the bottom of the page
The contact will automatically receive a new invitation.
Option 2: Invite a New Contact
Go to Contacts → Add New Contact
Enter the contact’s name and email
Toggle Invite to Perchwell
Create a message or select a saved template
Click Add Contact
The contact will receive an email invitation to join Perchwell.
Option 3: Bulk Upload Contacts
Imported contacts can be invited immediately or later from their contact record.
Go to Contacts → Add New Contact
Click Bulk Upload
Download the Perchwell CSV template
Add your contacts to the template file
Upload the completed CSV file
Choose whether to invite contacts by toggling invitations on or off
Click Upload to finish
Template Suggestions
Message Template When Inviting Clients
Message Template When Inviting Clients
Hey, {name}! This is Perchwell, the tool I'll be using to help you find your perfect home! I will send a follow-up email shortly to help you get started. For now, please create your password using the link provided here either in a mobile or desktop web browser.
Follow-Up Email
Follow-Up Email
Hey {name}!
Excited to kick off the home search with you! I'll be using Perchwell to share listings, stay organized, and keep things moving. Here's how to get started:
Step 1: Accept your Invite
Hit the Accept Invitation button in this email.
Set your password. a. Heads up: It's best to do this on a desktop browser first, or use your mobile browser if needed.
Step 2: Download the App
Once your password's set, grab the Perchwell app from the App Store or Google Play and log in.
Step 3: Start Exploring
Messages: This is where I'll send listings your way.
Shared Searches: I'll create a few searches for you too. Just look for your {saved search name} in the saved search drop-down.
Search: Feel free to browse on your own! Add filters and send me anything that catches your eye. a. On desktop: Check the box next to listings > click Share > send via messages b. On mobile: Tap the circle icon > hit Actions > send via messages
Let me know if you get stuck!
Best,
Things to Know
Invited contacts can view shared listings, searches, and reports
You can resend invitations at any time from the contact record
Use contact filters to track active clients
Organize contacts by deal or relationship for easier follow-up