Invitations Grid

This guide covers the Invitations grid (invitation queue) in eKomi Reviews. Here you can monitor all review invitations scheduled to be sent to customers, see which have been delivered, and manually manage the queue. The grid shows you exactly when invitations are scheduled and lets you push them immediately or skip them entirely.

Location: Marketing → eKomi → Invitations

Grid Overview

The Invitations grid displays all review invitation requests that have been queued for your customers. Each row represents a single invitation linked to a customer order.

Available Columns

How Invitations Enter the Grid

Invitations are automatically created when orders match your account's invitation criteria:

1. Order Completion - Customer places an order
2. Cron Evaluation - The queue builder runs (based on your configured frequency)
3. Criteria Matching - The system checks if the order matches:
   • Configured store view(s)
   • Configured customer group(s)
   • Configured order status (e.g., Complete)
   • Order age (not older than X days)
   • Any custom conditions you've set
4. Queue Entry - If all criteria match, an invitation is created with:
   • Scheduled date = current date + your delay setting
   • Status = Pending

Example: If you configure a 7-day delay and an order completes today, the invitation will be scheduled for 7 days from now.

Invitation Statuses

Actions

Individual Row Actions

When to Use Each Action

Filtering Invitations

Use the filters to find specific invitations:

• Store View - Filter by purchase point
• Order - Search by order increment ID
• Customer Name - Search by first or last name
• Order Date - Filter by date range
• Scheduled At - Find invitations scheduled for specific dates
• Status - Show only Pending or Success invitations

Common filter scenarios:

• Find overdue invitations: Filter by Scheduled At < today and Status = Pending
• Check recent sends: Filter by Sent to Platform in the last week
• Find specific customer: Search by first/last name

Understanding the Queue Flow

Order Placed
    ↓
Cron: Build Queue (evaluates criteria)
    ↓
Invitation Created (Status: Pending, Scheduled: Today + Delay)
    ↓
Cron: Process Queue (runs periodically)
    ↓
Scheduled Date Reached?
    ├── No → Stays Pending
    └── Yes → Sent to eKomi (Status: Success)
            ↓
        Customer receives email from eKomi

Scheduled Date vs. Sent Date

A small gap between these dates is normal - it depends on when the cron job runs.

Troubleshooting

Invitations Not Being Created

Invitations Stuck in Pending

Customer Didn't Receive Email

Best Practices

✅ Monitor pending invitations - Check regularly for stuck or overdue items

✅ Use appropriate delays - Give customers time to receive and use products before asking for reviews

✅ Skip problematic orders - Don't send invitations for refunded or disputed orders

✅ Check before pushing - Use "View Order" to verify details before manually pushing

❌ Don't push all invitations immediately - The delay exists for a reason (customer needs product first)

❌ Don't skip legitimate invitations - Every completed order is an opportunity for a review

Need More Help?

Documentation:

• All Help Articles - Complete documentation overview

Support:

• Contact Support - Get help from our team