Event invitations

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When invitations are enabled, customers can send and view invitations from the dashboard of their customer accounts. The invitation email includes a link to your store’s customer login page.

My Invitations

The My Invitations section of the customer account lists all invitations sent by the customer. Customers can send invitations to friends and family for store events, gift registries, wish lists, and so on.

My Invitations {width="700" modal="regular"}

Invitation workflow

  1. 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.
  2. Customer sends invitations: When ready, the customer clicks the Send Invitations button.
  3. System manages transmission: The system sends invitations in batches, according to the number set in the configuration.
  4. Customer monitors response: The customer monitors the status of each invitation from the account dashboard, as Sent, Accepted, or Canceled.

Send an invitation

  1. In the sidebar of their account on the storefront, the customer chooses My Invitations.

  2. On the My Invitation page, clicks Send Invitation.

  3. Defines the new invitation item:

    • Completes the email information.

    • (Optional) Creates a multi-address invitation by clicking + and adding another email address.

      A single invitation has a five email address limit.

    • (Optional) Enters an accompanying message.

  4. When complete, clicks Send Invitation.

An invitation notification is sent to the email address of the invited user with instructions link to set the account.

A user can send only one invitation to a specific email address. Trying to resend an invitation to the same email address results in a displayed error message and the invitation is not sent.

Enable invitations for your store

The invitation configuration enables invitations for the store and determines how they are sent.

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Customers and choose Invitations.

  3. Expand Expansion selector the General section.

    Customers configuration - invitations general options {width="600" modal="regular"}

  4. Set Enable Invitations Functionality to Yes.

  5. To allow customers to manage invitations from the storefront, set Enable Invitations on Storefront to Yes.

  6. Set Referred Customer Group to one of the following:

    • Same as Inviter
    • Default Customer Group from Configuration
  7. Set New Accounts Registration to one of the following:

    • By Invitation Only
    • Available to All
  8. To Allow Customers to Add Custom Message to Invitation Email, select Yes.

  9. To limit the number of invitations that can be sent at one time, enter the number in the Max Invitations Allowed to be Sent at One Time field.

  10. Expand Expansion selector the Email section and do the following:

    Customers configuration - invitations email options {width="600" modal="regular"}

    • Select the store identity to be used as the Customer Invitation Email Sender.

    • Select the Customer Invitation Email Template used for invitations sent.

  11. When complete, click Save Config.

Send and manage invitations in the Admin

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.

Create an invitation in the Admin

  1. On the Admin sidebar, go to Marketing > Private Sales > Invitations.

  2. In the upper-right corner, click Add Invitations.

  3. On the next screen, enter email addresses to invite new customers, add a custom message, choose a sender, and select an invitee group.

    If you have multiple store views, use the Send From option to specify the store view from which an invitation is sent.

    Invitations Information {width="700" modal="regular"}

  4. When complete, click Save.

Discard invitations for single entity

  1. On the Admin sidebar, go to Marketing > Private Sales > Invitations.

  2. Find the needed invitation using filters and open it in edit mode.

  3. In the upper-right corner, click Discard Invitation.

  4. To confirm the action, click OK.

Discard invitations for multiple entities

  1. On the Admin sidebar, go to Marketing > Private Sales > Invitations.

  2. Find and select the invitations to be discarded.

  3. At the top-left, use the Actions menu to choose Discard Selected and click Submit.

  4. To confirm the action, click OK.

Field descriptions

Select the checkbox to select the invitations to be subject to an action, or use the selection control in the column header. Options: Select All / Deselect All / Select Visible / Unselect Visible
The internal ID number of an invitation
A corresponding customer email address
Invited user email
Time and date an invitation was sent
Time and data when a customer was registered
Invitation status. Options: Sent / Not Sent / Accepted / Discarded
Valid Website
The corresponding website
Invitee Group
A customer group of an invitee