Inviting Customers via Email
You can invite customers to your B2B Wave eCommerce platform via email and automatically create accounts for clients whose emails you already have. This way, customers will receive an invitation email to log in to your online B2B store, including an auto-generated password and a short message defined by you. To do so, follow these steps:
Step 1. Go to the Customers menu on your Admin Dashboard and click “Invite Customers by Email.”
Step 2. On the “Invite Customers by Email,” enter the necessary information.
Specifically:
| Emails * | Insert customers’ emails separated by a new line (that is, press “Enter” on your computer after you type an address). Remember that you can send up to 25 invitations daily and that this field is mandatory. Finally, send out invitations only to email addresses you have verified; otherwise, they may be considered spam |
| Sales Tax/VAT menu | Choose from the drop-down menu to the Sales Tax/VAT group the customers belong to |
| Price list menu | Select the price list the customers belong to from the drop-down menu |
| Email subject * | Enter the email subject. Remember that this field is mandatory |
| Email content * | Type the content of the email and format it using the available options. You can also create custom welcome templates for invitations |
| Save subject and content for reuse | Check this option to save the email subject and content - this way, you can use it again |
| Enter alias | Type here a name under which to store the specific email subject and content |
Step 3. Click “Invite accounts” to send your invites to the selected customers. Invited customers will receive a welcome email with login details and information on how to set a new password.
Importing Customers and Inviting them via Email
You can mass invite customers via email after importing them to your B2B portal. To do so:
Step 1. Go to Tools >Import Customers menu on your Admin Dashboard.
Step 2. On the page that opens, you can download our customer list template by clicking on “Sample file import” in .xlsx format. You can populate this file to mass import your customers. Check our importing/exporting customers article to see how to do this.
Step 3. Go to Tools >Import Customers, and upload your file by clicking “Choose File” and then “Import.” Remember that your file should be in .xlsx format.
Step 4. On the “Import Customers” page, click the arrow at the top of the table and then “Select all.” Next, click “Send invite & password set link to selected Customers” to invite customers to your B2B portal.
NOTE: If you do not want to invite all imported customers to your store, you can select which customer(s) to send the email invite by checking the box next to their company name.
