> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/naviga-subscribe/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/sending-invites.md).

# Sending Invites

Describes the procedure to create Bulk Invites on a single subscription

{% hint style="danger" %} <mark style="background-color:red;">**Please note that this document is currently under revision!**</mark>
{% endhint %}

Retrieve the details of Registered user through **Subscription Search** option.

Enter **Search** criteria as **Account** or **E-mail**, otherwise enter  any other three fields.

Click **Search.**

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FIMLJVTyqHAXqxib5pyqR%2Fimage.png?alt=media&amp;token=b2668d03-9612-4d0e-9db6-6ff152111426" alt=""><figcaption></figcaption></figure>

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FQxwIrrdjKqzQB1wjpqkW%2Fimage.png?alt=media&amp;token=87f252d4-a3f2-4254-9d82-6fe1d5c8f23c" alt=""><figcaption></figcaption></figure>

Click **Start call** button.

The below screen is displayed with all the user details

On **Choose Email** tab, select the registered email. Click **Ok**.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2F4LKf1V6FQJDLOMWwnPnw%2Fimage.png?alt=media&amp;token=d6da85e9-31d2-49e9-b10e-61cabfeb30c2" alt=""><figcaption></figcaption></figure>

As shown below, on the **Information** tab, **Buyer information(Account Details)** and **Subscription information(Personal Details)** are shown.&#x20;

The user will click **Edit** icon(pencil symbol) to update the values of any of the fields.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FvtTZhZqVALQo0eM4D5sw%2Fimage.png?alt=media&amp;token=008f76bc-4a90-479e-ba0d-db6bf2d2426a" alt=""><figcaption></figcaption></figure>

Click **Digital** tab to access the details.

On **Registrations** field, click **Invite** button.

The **Invitation Module** will appear to enable the entry of **Invite** details.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2F5Muq6Lsul4PmSfTOTJGL%2Fimage.png?alt=media&amp;token=4e67a01b-9d95-4f39-a23b-e33b09ee691c" alt=""><figcaption></figcaption></figure>

There are two ways to enter the details.

1. Adding the details manually.

Enter the information in the respective fields. **First Name**, **Last Name**, **Email address** and select   **User type**. Click **Send Invite**.&#x20;

**Note:** The limit of Invitations is determined by the text displayed as "**Invitations remaining**".

**For example**, in the below screenshot, the number of Invitations remaining are 22. The subscriber can send invites up to 22 people.

Click **Add another person to invite** to enter more than one invite user details at a time, manuall&#x79;**.**&#x20;

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2Fxqz0N18kHTcRlspA9Kj6%2Fimage.png?alt=media&amp;token=ab19c32b-8a9c-4908-857f-b4a444faa550" alt=""><figcaption></figcaption></figure>

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FnromTaNfnkZwoFwlqUfQ%2Fimage.png?alt=media&amp;token=a6be074e-d1d8-4450-81fa-e653df4eb8b1" alt=""><figcaption></figcaption></figure>

The entered details are shown under the **Pending Invites** list as shown in the above screenshot.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2Fr72b8hUICnRUp7Vz1KSe%2Fimage.png?alt=media&amp;token=d1cb9548-0d19-4197-a09f-3e451ebd7a4f" alt=""><figcaption></figcaption></figure>

Multiple Entries to Send Invites is allowed on a  one-to-one basis.

Enter the Invite details and click **Send Invite** button.

### &#x20;Invite received to the recipient email

Enter the Invite details manually.

Click **Send Invite** button.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FHsdUU0D3mxE8RgSmX8d9%2Fimage.png?alt=media&amp;token=ba37d9bf-2268-4e5e-aef8-38f202cfdf28" alt=""><figcaption></figcaption></figure>

The Invite details are shown under **Pending Invites** list

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FrFFLWrk54PBSu6495Bgx%2Fimage.png?alt=media&amp;token=4442a356-dc66-4357-bad2-126a9dcc8f07" alt=""><figcaption></figcaption></figure>

As shown below, the invite receives the email to his/her respective email.&#x20;

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FLcasqipdvHOtPV9f7VF7%2Fimage.png?alt=media&amp;token=d6a8c9ca-88e2-4179-b543-ae62bc974111" alt=""><figcaption></figcaption></figure>

Click on the link provided "**Click Here**".

The user clicks the link provided link. The user will be redirected to the page to register for the subscription or to subscribe for the same.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FrfWLh2QIND7WDCTnHiEQ%2Fimage.png?alt=media&amp;token=6f72df0e-91e6-4cf6-aedb-876508948955" alt=""><figcaption></figcaption></figure>

### Wrong format of entering Invite details

The user enters the details in the wrong fields, for example, Email details under **First name** and vice-versa.&#x20;

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2Fdkz4UbV2eaYvkv5gSdAk%2Fimage.png?alt=media&amp;token=5b562af2-8a09-48b5-b629-09cbc2d7b502" alt=""><figcaption></figcaption></figure>

When **Send Invite** is clicked, the following error is shown.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FzShReSZxvh7VQ59gvxIY%2Fimage.png?alt=media&amp;token=478b88d6-aa95-4eb8-b31a-a256d78b5a49" alt=""><figcaption></figcaption></figure>

### Invites can be sent by uploading a CSV file&#x20;

On Invitation Module, click **Import from CSV** button.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FwbQAP5UwkPDS0WoKxFfK%2Fimage.png?alt=media&amp;token=73110b44-33be-41c8-b02c-79d36833a817" alt=""><figcaption></figcaption></figure>

A dialog box will appear for **Bulk Invitations Import**.

Click **Find File.** The user can browse on his device and select the file.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FVmjmyCc66vtuvOhPc8MJ%2Fimage.png?alt=media&amp;token=66aba2a2-708e-412a-931f-ce532c1facdd" alt=""><figcaption></figcaption></figure>

It appears on the space provided.&#x20;

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FtlLmOLAtNzzE0WaRjETx%2Fimage.png?alt=media&amp;token=495916e7-c825-4b7e-b877-4e66d10217fe" alt=""><figcaption></figcaption></figure>

Click **Upload** button.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FbWfZI3cnBbU2t5DJRlsg%2Fimage.png?alt=media&amp;token=01106f16-c91b-4190-9697-b4ed587cdf7f" alt=""><figcaption></figcaption></figure>

The list of users imported from CSV files are shown. Click **Send Invites.**

As shown below, all the respective invite details are displayed under **Pending Invites** section.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FDIIIseRitmO6UjOA4AcO%2Fimage.png?alt=media&amp;token=48db266b-767f-4960-b51e-7db8e1a75042" alt=""><figcaption></figcaption></figure>

The user can **Resend Invite** or **Remove** the invite as per the requirements.

Click Resend Invite.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FP9SSn1BVOVQZgc0KfdWC%2Fimage.png?alt=media&amp;token=3a4f2deb-5ccc-406d-b385-99acd0bb0991" alt=""><figcaption></figcaption></figure>

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FKN0SQN6i91JmgxGaBj23%2Fimage.png?alt=media&amp;token=0e0c4a08-c5fb-4b61-871b-72645be6903a" alt=""><figcaption></figcaption></figure>

The respective user will receive subscription invite again from the subscriber.

Click **Remove** button against the Invite details as shown below.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FRoRGgIUqWarFsZWdY6az%2Fimage.png?alt=media&amp;token=6741275e-280d-4dcd-949a-560ef804f6ef" alt=""><figcaption></figcaption></figure>

The application requests the confirmation from user. Click **Ok**.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FiEU2K9RcbnrQDS0pzjxm%2Fimage.png?alt=media&amp;token=885b09a7-ca8e-4da2-8365-ff57439fea46" alt=""><figcaption></figcaption></figure>

The Invite details are removed from the **Pending Invites** list as shown below.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2F4WAOopQRiy3TfU4UWkqr%2Fimage.png?alt=media&amp;token=de2da7ca-d1cc-4075-b13a-b13be306fc27" alt=""><figcaption></figcaption></figure>

### Wrong format of organizing Invite data in CSV file

Find the sample of CSV file format as shown below. The data is organized in a columnar format.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FnZHGzE60iOdUX5eNTkHa%2Fimage.png?alt=media&amp;token=a527e74c-35c5-420e-8177-90c08e31e19d" alt=""><figcaption></figcaption></figure>

On Invitation Module, click **Import from CSV** button.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FrfOWShCYYOjujamTIJ9Z%2Fimage.png?alt=media&amp;token=0ce9216a-92f1-462b-aba4-2a7c5b9a94a5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2F4D2ebOh09Jc4dawFDjPk%2Fimage.png?alt=media&amp;token=38ab9d76-814c-45af-9ac1-186463422ced" alt=""><figcaption></figcaption></figure>

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FukupoZ9JnuQuXFMdlZep%2Fimage.png?alt=media&amp;token=e3645746-6e52-44f5-b101-9a62dc551370" alt=""><figcaption></figcaption></figure>

A dialog box will appear for **Bulk Invitations Import**.

Click **Find File.** The user can browse on his device and select the file. It appears on the space provided. Click **Upload** button.

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2FEbe9kTrsuzcztv9R2BV2%2Fimage.png?alt=media&amp;token=83cb4538-4022-4ccd-b365-5f651e9a0552" alt=""><figcaption></figcaption></figure>

As shown above, the data has validation errors because of organizing data in the wrong format.

**Note:**&#x20;

1. The user sends multiple subscription invites via CSV file upload.
2. The end users gets email to complete the registration (GDPR consent, create password and gets linked to the subscription)

<figure><img src="https://976659993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHtWY24ZsNeJjetCpNF%2Fuploads%2Flqe3WEBqQW7OQinCXXFo%2Fimage.png?alt=media&amp;token=69d72fbd-907a-469b-835b-390ff1576f22" alt=""><figcaption></figcaption></figure>

Click **Show Entitlements** button at the bottom of the screen to check the list of entitlements allowed to the user.

**End user Newsletter Management:**

1. User can login and manage opt-in /opt-out to the preferences individually.
2. The end user is able to opt out of **GDPR consent**
3. The end user is able to **Unsubscribe all**.
