Magento for B2B Commerce, 2.2.x

Invitations

When invitations are enabled, customers can send and view invitations from the dashboard of their customer accounts. The invitation email includes a link to your store’s Customer Login page.

Invitation Workflow

  • Customer prepares invitations. From the account dashboard, the customer prepares the list of recipients, and completes the invitation. A custom message can be included, depending on the configuration.

    Customer sends invitations. When ready, the customer taps the Send Invitations button.

    System manages transmission.The system sends invitations in batches, according to the number set in the configuration.

    Customer monitors response. The customer monitors the status of each invitation from the account dashboard, as having been Sent, Accepted, or Canceled.