Use your own email delivery system to enhance brand recognition with your domain name and a customized template.
It is important to keep in mind
- That the registration process is facilitated by importing quality data into the store manager.
A user can be invited:
- From the store manager on Placeloop
- From a personalized email via an external email router
- By a field person, for example, the sales force
We could provide this service for you. Please contact [email protected] to learn more.
Why choose this method
The advantages
- You can use your own domain name
- You can tailor the message to the audience if segmentation is needed
- If you don't have time to create a template, a text format is sufficient
The disadvantages
- The store manager always displays references as 'Invite' status, not 'Invited"
- You will not have the invitation status, but you will know which references are in the 'Activated' status
- You will not benefit from our automatic reminder system, but it is still possible manually
Build the invitation links
- Export the store manager
- Keep the 'reference' and 'invitation code' columns
- Add a column 'invitation link' that concatenates the URL of your login page + '?invitation=' + invitation code
- Then, you just need to route your invitation email through your CRM
Tip And for those who don't have a valid email? Why not print and send an invitation card with the representative's contact details on one side, and on the other side, a QR code leading to the login page along with their client reference, the benefits of your content portal, and our support contact details? |
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