Sending Invites
Describes the procedure to create Bulk Invites on a single subscription
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Describes the procedure to create Bulk Invites on a single subscription
Last updated
Was this helpful?
Please note that this document is currently under revision!
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.
Click Start call button.
The below screen is displayed with all the user details
On Choose Email tab, select the registered email. Click Ok.
As shown below, on the Information tab, Buyer information(Account Details) and Subscription information(Personal Details) are shown.
The user will click Edit icon(pencil symbol) to update the values of any of the fields.
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.
There are two ways to enter the details.
Adding the details manually.
Enter the information in the respective fields. First Name, Last Name, Email address and select User type. Click Send Invite.
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, manually.
The entered details are shown under the Pending Invites list as shown in the above screenshot.
Multiple Entries to Send Invites is allowed on a one-to-one basis.
Enter the Invite details and click Send Invite button.
Enter the Invite details manually.
Click Send Invite button.
The Invite details are shown under Pending Invites list
As shown below, the invite receives the email to his/her respective email.
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.
The user enters the details in the wrong fields, for example, Email details under First name and vice-versa.
When Send Invite is clicked, the following error is shown.
On Invitation Module, click Import from CSV button.
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.
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.
The user can Resend Invite or Remove the invite as per the requirements.
Click Resend Invite.
The respective user will receive subscription invite again from the subscriber.
Click Remove button against the Invite details as shown below.
The application requests the confirmation from user. Click Ok.
The Invite details are removed from the Pending Invites list as shown below.
Find the sample of CSV file format as shown below. The data is organized in a columnar format.
On Invitation Module, click Import from CSV button.
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.
As shown above, the data has validation errors because of organizing data in the wrong format.
Note:
The user sends multiple subscription invites via CSV file upload.
The end users gets email to complete the registration (GDPR consent, create password and gets linked to the subscription)
Click Show Entitlements button at the bottom of the screen to check the list of entitlements allowed to the user.
End user Newsletter Management:
User can login and manage opt-in /opt-out to the preferences individually.
The end user is able to opt out of GDPR consent
The end user is able to Unsubscribe all.
