Configuring Invitations

The invitation configuration enables invitations for the store, and determines how they are sent.

To configure invitations

  1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

  2. In the panel on the left, under Customers, choose Invitations.

  3. Expand the General section. Then, do the following:

    General

    • Set Enable Invitations Functionality to “Yes”.

    • To allow customers to manage invitations from the storefront, set Enable Invitations on Storefront to “Yes”.

    • Set Referred Customer Group to one of the following:

      • Same as Inviter
      • Default Customer Group from Configuration
    • Set New Accounts Registration to one of the following:

      • By Invitation Only
      • Available to All
    • To Allow Customers to Add Custom Message to Invitation Email, select “Yes”.

    • To limit the number of invitations that can be sent at one time, enter the number in the Max Invitations Allowed to be Sent at One Time field.

  4. Expand the Email section, and do the following:

    Email

    • Select the store identity to be used as the Customer Invitation Email Sender.

    • Select the Customer Invitation Email Template used for invitations sent.

  5. When complete, tap Save Config.