> 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

{% 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="/files/GcJInmqrJMnGbRMNYWlL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/wgoLi6XhrzQfXAMfwyBq" 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="/files/A2MDuVfyw7QdsJCxruxm" 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="/files/QD4V8b8oeSBTBylhcXsW" 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="/files/5r1Ra5hwE5ZwKBLn6DtX" 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="/files/LHggYsUj1S2HUjGj8KMs" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/p3rlOqM0YNnYP6ylL0TJ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/W5lYXQBcqPSbv2E4f3tt" 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="/files/WTxkqacxolkM5JLLotyn" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1Gwteuw2zZGNSKIWFDjC" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/sq2YTAKJX4IkQwLjsRrR" 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="/files/RnfcqN501T3G2TAHoVvk" 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="/files/fYXzHjFYt2NTNCypiZ1k" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/dR1RjVbXOiL91Nu3NlQv" 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="/files/Yyf8zvCwGXHyrNqQGFoc" 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="/files/lRuY5iAF5hpEO7yVD7Ga" alt=""><figcaption></figcaption></figure>

It appears on the space provided.&#x20;

<figure><img src="/files/CRI4MTkL2gZq853vCe41" alt=""><figcaption></figcaption></figure>

Click **Upload** button.

<figure><img src="/files/CsWqv8lJ2LAejfhE6MTJ" 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="/files/EHzZQ4NcdMSveCZaoMRm" alt=""><figcaption></figcaption></figure>

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

Click Resend Invite.

<figure><img src="/files/SkOAxVfnKCHpujofSx6W" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/nFlNN9bBVPB5Cps36cHe" 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="/files/PhZWmaXx5D7WfWM48kLW" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/7rMs2NtQiGNK8AeBpoAI" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/QyRE8wGKeZdjDBn6y0JS" 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="/files/p0POZUB4jnFSJFQF8jJI" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/J7KcFlfQ7ATPCxQqMPiN" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/y2vBIB02adoL2HnlQxvG" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/TrSyRUKkGYxgbGTXIDvh" 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="/files/rogyORwFK1WolIWO4ef7" 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="/files/Q4CsC3q1QVfUZWOCWewk" 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**.


---

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