Step 1: Open the Invitation Sender
Go to the Members area in the Merchant Console.
Click Invite Members.
Select the Multiple Members tab.
Step 2: Enter Member Details
Type in the email addresses and first names of the members you want to invite.
Each entry must be on a new line, in the following format:
name1@domain.com | Name
name2@domain.com | Name
Note: If you don’t know someone’s name: You can use a placeholder like Hello or Member1 (no spaces). If you choose not to include a name, make sure not to insert the [first name] dynamic field in the email message.
Step 3: Select the Stamp Card
Choose the stamp card you want members to join. (If you only have one card, it will be auto-selected.)
Step 4: Choose a Header Image (Optional)
Select a header image from the dropdown. You’ll see logos you’ve already uploaded.
If you want a new image, upload it, then reselect it. (Images will be cropped to a square.)
Step 5: Compose Your Email
Write the email subject – this appears in the recipient’s inbox.
The email will display as though it comes from your business. (This uses the company name from 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 needed.
Step 6: Edit the Email Content
Edit the pre-filled heading – you can also add emojis.
Edit the email message – if you want the recipient’s name to appear, insert the [first name] dynamic field.
Keep in mind that the instructions for how to join your program and what they get are very important, so make sure to include that.
Step 7: Review and Send
Click Next to review the invitation.
Check the email preview and confirm everything looks correct.
Tick the consent box to confirm you have explicit permission to invite these members.
When you're ready, click Send Now.
Done!
A banner will appear while the invitations are being sent. It may take up to 20 minutes for all emails to be delivered.
Tracking the Invites
Sent invites will appear in the Pending tab.
Once a recipient signs up using the same email, they will move to the Accepted tab.
If an email fails, it will be listed in the Unsuccessful tab with a reason for failure.