How to book a demo with an Invelo expert

Ways to book a demo

You can schedule a demo anytime to learn how to make the most out of Invelo. A demo gives you a personalized walkthrough of the platform, from building lists to launching campaigns, guided by one of our product experts.

There are several ways to book a demo, depending on where you are in your Invelo experience: 

1. From inside your Invelo account

1. Click the chat button located at the upper-right corner of your screen.

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2. Select Book Now.

3. Choose a date and time that fits your schedule.

2. From your Inbox and Tasks

1. Go to your Inbox in Invelo. Click your Tasks tab.

2. If you haven’t already, click the task labeled “Next Steps – Get Support & Keep Moving Forward.”
3. Click the link that says  Book here to get 1-on-1 support.

4. This will take you directly to the booking calendar where you can schedule your session.

    

   

    

   3. From the Invelo website

   If you’re not logged in or haven’t created an account yet, you can still book a demo directly from our website:

   1. Visit www.inveloapp.com

   2. Click Book a Demo at the top right corner of the page.

   3. Pick your preferred time and complete the short booking form.

   
   
   What to Expect After Booking
   Once booked, you’ll receive a confirmation email with your meeting details and a link to join. At your scheduled time, an Invelo expert will walk you through key features, setup tips, and best practices tailored to your business goals.