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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.

Customer Invitation Workflow

  1. 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.
  2. Customer sends invitations: When ready, the customer clicks the Send Invitations button.
  3. System manages transmission: The system sends invitations in batches, according to the number set in the configuration.
  4. Customer monitors response: The customer monitors the status of each invitation from the account dashboard, as Sent, Accepted, or Canceled.

Create an invitation from the admin panel

  1. On the Admin sidebar, go to Marketing > Private Sales > Invitations.

  2. In the upper-right corner, click Add Invitations.

  3. On the next screen, enter email addresses to invite new customers, add a custom message, choose a sender, and select an invitee group.

    If you have multiple store views, use the Send From option to specify the store view from which an invitation is sent.

    Invitations Information Create Invitation

  4. When complete, click Save.

In the Private Sales Reports section, you can see the number of invitations sent during a specified period, or customers to whom you have sent invitations.

Discard invitations for single entity

  1. On the Admin sidebar, go to Marketing > Private Sales > Invitations.

  2. Find the needed invitation using filters and open it in edit mode.

  3. In the upper-right corner, click Discard Invitation.

  4. To confirm the action, click OK.

Discard invitations for multiple entities

  1. On the Admin sidebar, go to Marketing > Private Sales > Invitations.

  2. Find and select the invitations to be discarded.

  3. At the top-left, use the Actions menu to choose Discard Selected and click Submit.

  4. To confirm the action, click OK.

Field Descriptions

Field Description
Select Select the checkbox to select the invitation(s) to be subject to an action, or use the selection control in the column header. Options: Select All / Deselect All / Select Visible / Unselect Visible
ID The internal ID number of an invitation
Email A corresponding customer email address
Invitee Invited user email
Sent Time and date an invitation was sent
Registered Time and data when a customer was registered
Status Invitation status. Options: Sent / Not Sent / Accepted/ Discarded
Valid Website The corresponding website
Invitee Group A customer group of an invitee