Bulk Invite Online

The Bulk Invite Online option in the Customers menu is only available if you have subscribed to the the Online Website module of EasyVend. 

Once you have set up your website, you can invite customers online, or a new customer can register online on your website, and your customers will be able to enter their orders online via the website or using the EasyVend Orders app.

You can invite customers to use your online ordering portal either:

• Individually, using in the Invite Online button in the customer details screen, or
• In bulk, using the Bulk Invite Online option in the Customers menu.

See Also

• The Payment Gateway, Online Website and Customer Order Portal provides more information on setting up a website for customer online orders and inviting customers to use the website.
• Using the Online Order Portal and EasyVend Orders App is the user manual for your customers. This manual is available to them from both your order portal and the Orders app, and provides information on downloading the app and placing orders.

Using the Bulk Invite Online Screen The Invitation Email and Online Account Setup After the Online Account is Set Up Top

Using the Bulk Invite Online Screen

Use the Bulk Invite Online screen to invite one or more customers to use online ordering via your online ordering website or the EasyVend Orders app. The screen enables you to view and, if necessary, update the email address each customer will use to log in. When the customer places an order, their order confirmation email will also be sent to this address.

• Select Bulk Invite Online from the Customer menu
• Filter the customer list as required:
  • Invite Status: Select one or more statuses to be included from the drop-down list, or leave blank for all statuses:
    • Not Invited: Customer has not yet been invited online, or a previous online login has been disconnected
    • Invited: Customer login has been created but the customer has not yet verified it by creating a login password
    • Accepted: Customer login has been created and verified by the customer
  • Billing Method: Select one or more customer Billing Methods from the drop-down list
  • Groups: Select one or more Groups from the drop-down list
  • Rounds: Select one or more Customer Rounds from the drop-down list
  • Show Inactive: Tick to include inactive customers
  • Click Search to display only customers that match the filter(s)
     
• Select the customers to be invited online
  • Bulk selection: Click the check box in the Invite heading to select/deselect inviting online for all customers displayed in the list who have an entry in the New Login column
    • When bulk selection is ticked, the Invite check box for each customer will be automatically:
      • Deselected if the entry in New Login in deleted
      • Re-selected if a value is entered in New Login 
  • Individual selection: Tick or untick the Invite option for each customer to select/deselect inviting online for that customer
     
• In the New Login column, enter the email address to be used for inviting each customer online
  • If the customer record includes an email address, this field will be already filled in, but can be changed if required
  • The email address initially displayed in the New Login column is:
    • If the customer already has an online login:
      • The current login as shown in the Login ID column
    • If the customer does not have a current online login:
      • The first email address in the Customer Information section of the customer details screen, as shown in the Customer Email column
  • Change the email address in the New Login column if:
    • The customer wishes change their current Login ID, or
    • The customer does not have a current Login ID and wishes to use a different email address from that in Customer Email used for receiving invoices etc
  • Note:
    • If the email address in the New Login column is changed, that new email address is used only for online logins
    • Changing the address here will NOT change the contact email in the Customer Information section of the customer details screen
       
• Click the Bulk Invite button
  • Progress in sending the invitations is displayed, along with a final count of emails sent
  • The invitations will be sent to the email address in the New Login column for each selected customer
    • If the New Login column contains more than one email address, the invitation will be sent to the first address only
    • If the customer has previously been invited online, a new invitation is sent to the email address in the New Login column only if it is different from the address currently used to log in.
      • The most recent email address is the one the customer must then use for logging into your website.
  • This address will be the customer's "User ID" when logging in to your website and the EasyVend Orders app
  • The Login section of the customer details screen will be updated with that email address as the login address 
• The invitation email contains a link which the customer can click to set their password
  • The link expires after 7 days or if a new invitation is issued
  • If the link expires before a customer sets their password, you can issue a new invitation
  • Once the customer has set their password, they will be able to log in to your online website and the EasyVend Orders app

The Invitation Email and Online Account Setup

When you invite a customer online, or accept an online registration, an email is automatically sent to the customer, inviting them to use your Online Ordering Website.

Note: You can view or change the wording in this email by selecting General Settings from the Settings menu and editing the Login Invitation template in the Website Settings tab.

The customer can click on the link provided in the email and create a password. Once they have created their account, they can log in to:

• Add orders
• View existing orders and edit them if it is not past the cutoff time
• View and print invoices
• If you have enabled the payment gateway, enter their credit/debit card details and pay for orders or invoices

Once a customer has created a login, the customer details screen will have a Login section where you can view their login ID, temporarily disable their login, or disconnect it entirely.

After the Online Account is Set Up

When a customer submits an online order:

• A confirmation email is automatically sent to the customer's login email address
• You can view their order in My Orders.