Track the progress and status of invitations

Modified on Thu, 20 Jul, 2023 at 10:56 PM

After importing and inviting establishments, it is generally desirable to track their progress and status, as well as plan follow-up actions for those who have not registered.

Create a tracking file

Export the Store Manager

Tip

The export of the Store Manager is a delicate step and carries the risk of data alteration. We have provided a simple step-by-step guide to assist you.

Export the Store Manager

Keep only the relevant column

Follow up with establishments after sending invitations

Understand the status in the interface

STATUT	SIGNIFICATION
	The establishment has not been invited yet. Click on the status to send the invitation.
	The establishment has been invited. Export the Store Manager to see the details.
	The establishment has declined the invitation. It's not necessarily the end, try another channel.
	The establishment has accepted the invitation.

Understand the invitation status in the export

We kindly remind you to consider the establishment's registration process

From the tracking file, sort the data based on the status (this is the status of the invitation).

STATUS	MEANING
invited	Upon import into the Store Manager
invitationSent	Invitation sent via the Placeloop platform
invitationBounce	The establishment's email is invalid
invitationReceived	Invitation delivered to the recipient's mailbox
invitationOpened	The invitation email has been opened at least once
invitationViewed	The user landed on the confirmation page (either from an invitation email or from the login page with their reference or invitation code) confirming that they are the intended recipient and it is their establishment
invitationReviewed	The user confirmed being the intended recipient of the invitation
objected	The user declined the invitation
accepted	The user accepted the invitation (The establishment status changes to ACTIVATED in the Store Manager)

Follow up with users

Based on their status and available channels (email, phone, representatives...)

Reinvite them through the Store Manager after changing the recipient's email
Or follow up with the same email contact using your own email system
Consider reaching out via phone contact
Direct mail can also be effective, especially when combined with sending an invoice or document
Engage the field representatives for follow-up

Regenerate the invitation for an establishment that previously declined

Use this approach sparingly.