Invitation template control

Invitation Admin

Campaigns0
Drafts0
Sent0
History0

Invitation admin

Manage templates and draft queues

This supports the Bid Room launch flow; daily RFx work should start from Bid Room.

Open Bid Room
Campaign-No campaign selected.

Bid Room support workflow

Invite, preview, send, track

No campaign selected
1 Choose Bid Room event Use the shortlisted vendors from an active Bid Room book.
2 Select template Review Gmail HTML and WhatsApp copy before generating drafts.
3 Confirm drafts Open Gmail or WhatsApp only after the draft looks correct.
Selected campaign - Create or select a campaign to inspect channel readiness.

Templates

Gmail HTML and WhatsApp copy

Outreach owns the full message. Meta uses a compact approved notifier that links to the Bid Room.

Campaign builder

Create from RFx shortlist

No template selected. Select a template to preview subject, Gmail HTML, WhatsApp copy, and placeholders.
Available placeholders Use these tokens inside Gmail HTML, subject, and WhatsApp drafts.
No template selected

Draft queue

Generated messages

0 selected

Draft preview

Select a generated message

Preview the exact Gmail or WhatsApp draft before opening the external channel.
Select Vendor RFx / Lane Channel Recipient Status Draft Actions
Select a campaign to generate outreach drafts.

Contact history

Carrier touchpoints

All vendors
No contact history loaded.