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How Do I Invite Multiple Members?

How Do I Invite Multiple Members?

This is a step-by-step guide for sending an email invite to up to 50 members.

Izzy avatar
Written by Izzy
Updated over 2 weeks ago

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:

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.

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