To send an invitation to up to 500 members, click on "Invite Members" from the "Members"
Step 1: Open the Invitation Sender
Go to the Members area in the Merchant Console.
Click Invite Members.
Select the Member Upload (Upload CSV File) tab.
Step 2: Prepare and Upload Your CSV File
Create a CSV file with a maximum of 500 rows.
Format the file as follows:
Column A: Email addresses
Column B: First name
See the image below for reference.
IMPORTANT:
Do not include headers, extra columns, tabs, or sheets.
If your list is larger than 500 members, split it into multiple CSV files and upload one at a time.
Click here for more details on formatting your data.
Step 3: Verify and Confirm Your Upload
After uploading, a pop-up will appear asking you to visually verify the data.
Check that Column A contains emails and Column B contains first names.
If anything is incorrect, go back, edit your file and re-upload it.
If everything looks good, click Confirm.
If you don’t know someone’s name: You can use a placeholder like Hello or Member1. If you choose not to include a name, do not insert the [first name] dynamic field in the email message.
Step 4: 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 5: 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 6: 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. (It 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 7: 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.
Important: Ensure your email clearly explains how to join and any benefits of the program.
On the right-hand side, you’ll see a live preview of the email. The join code is automatically added based on the selected stamp card.
Step 8: 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.
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.