The Invite Tracker (Reviews > Invites > Tracker) monitors your outbound review requests. Use it to quickly check recipient details, delivery activity, invite sources, senders, and resulting reviews.
Location and Scope
The tracker shows invites for your active location. Managing multiple sites? Just use the top navigation header to switch locations and view their specific invites.
Initial sends only
The tracker displays only your first review request. Automated follow-ups run seamlessly in the background and won't clutter your view with extra rows.
Recipient and Contact Details
Each tracker row displays the available contact information for the recipient, including the customer’s:
Name
Phone number
Email address
Smart grouping for multiple channels
Sending an invite via email and SMS at the same time? The tracker groups them into a single row, using separate badges to show the status of each channel.
Delivery Status and Activity Lifecycle
Track progress throughout the delivery and engagement lifecycle of each invite. Depending on the channel and activity, you'll see one of these statuses:
Status | Description |
Queued / Sending | The invite is scheduled for delivery or is currently being dispatched. |
Sent / Delivered | The invite was handed off to the carrier or provider and was successfully delivered to the customer’s phone or inbox. |
Opened | The recipient opened the email. |
Clicked | The recipient clicked the review link in the message. |
Failed / Bounced / Unsubscribed | The invite encountered a delivery error, the email address bounced, or the recipient opted out. |
Stopped | The invite sequence was manually stopped before completion. |
Source and Sender
Invite source
The Source field indicates how the invite originated:
Source | Description |
Direct | Sent manually through the dashboard invite modal. |
Bulk / Bulk Import | Sent through a CSV batch upload. |
Mobile App | Sent from the Unify360 mobile app. |
API / Zapier | Dispatched automatically through an external integration. |
Sent by | Shows the specific team member who triggered the invite or indicates |
Sender information
The Sent By field shows who triggered the invite. Automated sends will simply display "System".
Review Attribution
If a contact leaves a Google or Facebook review via your invite, the tracker automatically links it to the invite row. This gives you direct attribution from the request to the final review.
Filters and Search
Search for an invite
Use the search bar to quickly find specific invites by entering the recipient’s:
Name
Email address
Phone-number digits
Filter tracker results
Use filters to narrow the displayed rows by:
Source: Direct, Bulk, API, and other available sources
Sender/User: The team member or system responsible for sending the invite.