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How Do I Invite a Single Member?

How Do I Invite a Single Member?

A step-by-step guide for sending an email invite to a single member.

Izzy avatar
Written by Izzy
Updated over 2 weeks ago

To send an invitation to a single member, click on "Invite Members" from the "Members" area in the Merchant Console.

The default choice will be a single member.

Step 1: Enter Member Details

  • In the Member Details section, enter the email address and name of the person you want to invite. (This is required.)

Tip: If you don’t know their name, you can use a placeholder like Hello or Member1. However, avoid using the dynamic field in the email message. See below as an example.

Step 2: Select the Stamp Card

  • Choose the stamp card the member should join. (If you only have one card, it will be auto-selected.) This step is required.

Step 3: Choose a Header Image

  • Select a header image for the email from the dropdown list. You’ll see logos you’ve already uploaded, or you can upload a new image.

    Important: After uploading, you must reselect the image from the drop-down. Images will be cropped into a square format.

Step 4: Compose Your Email Settings

  • Write the email subject – this will appear in the recipient’s inbox.

  • Write the email heading – this is the first line of text the recipient will see when they open the email.
    Note: The email will appear as if it’s sent from your business. It uses the company name which can be found on your ‘My Account’ settings.

  • The reply-to email address is automatically set to the email linked to your Stamp Me account. You can change this if you prefer a different contact address for answering customer inquiries.

Step 5: Compose the Main Message

  • A sample message is pre-filled, but you can edit or delete it. To include the recipient’s first name, use the [first name] dynamic field – it will pull the name from the details you entered earlier.

  • Fonts cannot be changed at the moment.

Key Tip: Make sure to clearly explain how to join your program and what benefits they’ll receive.

  • On the right-hand side, you’ll see a live preview of the email.

  • The join code will be automatically added based on the selected stamp card.

  • The call-to-action banner will always be included.

Step 6: Review and Send

  • Click Next to review the invitation.

  • Check the email preview and confirm the details are correct.

  • Tick the consent box to confirm you have explicit permission to invite this member.

  • When you're ready, click Send Now.

Done!

A banner will appear while the email is being sent. It may take up to five minutes to deliver. You’ll receive an email notification about the invite status.

Tracking the Invite

  • The invite will appear in the Pending tab until the recipient signs up.

  • Once they register with the same email, they will move to the Accepted tab.

  • If the email fails to send, it will be listed in the Unsuccessful tab with a reason for failure.

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