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How to Create an Automatic Space and Invite Your Clients by Sending an Email to Forward
How to Create an Automatic Space and Invite Your Clients by Sending an Email to Forward
Yasin Berkay avatar
Written by Yasin Berkay
Updated over 5 months ago

If you want to create a space and invite (optional) your clients by sending an email to Forward, you should first request Forward to assign an email address for you. Then, you can send an email to this address in the following format to automatically create and send a space if you wish.


Your email template should include the following elements, the subject should always be the same, and the email body should not be in a different format:

  1. Company name

  2. Company domain

  3. Key client email address

  4. Client full name

  5. Space Template ID (you can request this ID from us once you decide which template to use for the automatic spaces)

  6. Space owner email address


Example Email

Subject:

New MyCompany Opportunity Created: solarmora.com

Body:

  • Company name: Solarmora

  • Company domain: solarmora.com

  • Key client email address: [email protected]

  • Client full name: John Doe

  • Space Template ID: g24hhj-21hhe-wh26732-sdsys22

  • Space owner email address: [email protected]


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