Stamp Loyalty Solutions

Learn about our ‘Invite Members’ feature and how it works.

What is the ‘Invite Members’ Feature?

A breakdown of how to properly format your data for a multiple member invite upload.

How Do I Format Data For The Multiple Member Upload?

A visual breakdown of what the email invites will look like and appear in a user’s inbox.

How do Email Invites Look?

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

How Do I Invite a Single Member?

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

How Do I Invite Multiple Members?

This is a step-by-step guide for sending an email invite to up to 500 members.

How Do I Invite Up to 500 Members?

Understanding the different invite members statuses.

What are the Invite Members Statuses?

A few troubleshooting solutions if your customer is not receiving the invite email.

What do I do if my customer isn't receiving their invitation email?

Understanding email invites failure reasons.

What Do The Email Invite Failure Reasons Mean?

Learn the difference between manually adding customers and sending email invitations from your Merchant Console.

What is the Difference Between 'Creating' a Customer and 'Inviting' a Customer?

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Learn about how to use the invite members feature.

Invite Members

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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