Once you have created a product you may wish to invite people to join or purchase them. Read on to learn how this process works, and scroll to the bottom for our video guide!
Inviting to products
An example of when you may wish to invite a person to join/purchase a product is when you are running a special event and want to notify your existing contacts, or if you are inviting your members to sign up for a new class.
Inviting a person to a product will send an email invitation, with an option to accept or decline. Contacts will be sent directly to the product in your shop with the option to purchase and choose any available dates or prices.
To access all of their product invitations, individuals can simply sign into their online account at https://app.joinin.online and go to the Invitations section in the left-hand menu.
Steps:
From Contacts section
- Navigate to Home > Contacts
- Select the contacts you wish to invite
- On the left sidebar, click expand the 'invite to' tab then choose 'Product'
- Select the relevant Product, Price and Schedule
- Select "Submit"
From Timetable section
- Navigate to Home > Timetable/Calendar & Fixtures
- Choose the relevant session
- From the Manage view, select the contacts you wish to invite
- Select the 'Actions' button and then "Invite to product"
- Select the relevant options
- Select "Submit"
Video Guide
Tip: In some cases, you may want to add contacts to a product and manually raise their invoices for them. For full information on adding to products and the options available, visit the full article here.