Enable invitations for your store
The invitation configuration enables invitations for the store and determines how they are sent.
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On the Admin sidebar, go to Stores > Settings > Configuration.
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In the left panel, expand Customers and choose Invitations.
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Expand
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Set Enable Invitations Functionality to
Yes
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To allow customers to manage invitations from the storefront, set Enable Invitations on Storefront to
Yes
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Set Referred Customer Group to one of the following:
Same as Inviter
Default Customer Group from Configuration
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Set New Accounts Registration to one of the following:
By Invitation Only
Available to All
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To Allow Customers to Add Custom Message to Invitation Email, select
Yes
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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.
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Expand
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Select the store identity to be used as the Customer Invitation Email Sender.
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Select the Customer Invitation Email Template used for invitations sent.
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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
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On the Admin sidebar, go to Marketing > Private Sales > Invitations.
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In the upper-right corner, click Add Invitations.
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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.
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When complete, click Save.
Discard invitations for single entity
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On the Admin sidebar, go to Marketing > Private Sales > Invitations.
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Find the needed invitation using filters and open it in edit mode.
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In the upper-right corner, click Discard Invitation.
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To confirm the action, click OK.
Discard invitations for multiple entities
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On the Admin sidebar, go to Marketing > Private Sales > Invitations.
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Find and select the invitations to be discarded.
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At the top-left, use the Actions menu to choose Discard Selected and click Submit.
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To confirm the action, click OK.
Field descriptions
Field | Description |
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Select | 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 |
ID | The internal ID number of an invitation |
A corresponding customer email address | |
Invitee | Invited user email |
Sent | Time and date an invitation was sent |
Registered | Time and data when a customer was registered |
Status | Invitation status. Options: Sent / Not Sent / Accepted / Discarded |
Valid Website | The corresponding website |
Invitee Group | A customer group of an invitee |