Customer 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 clicks 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
Create an invitation from the admin panel
On the Admin sidebar, go to Marketing > Private Sales > Invitations.
In the upper-right corner, click Add Invitations.
On the next screen, enter email addresses to invite new customers, add a custom message, choose a sender, and select an invitee group.
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.
|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|
|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|