Everything You Need to Know about 'Registration Invites'!
Brightidea gives the administrator the option to create a more personalized experience with inviting users into your WebStorm. The administrator can send a personalized email and communication to select amount of users to promote registration of your WebStorm.
Sending the Invitation
- To get started with registration invites, navigate to WebStorm Setup --> Users --> Registration Invites
- Once there, to get started - the administrator selects "Create New Registration Email"
- The administrator would then enter attributes for their registration invite:
- Invite Subject Line
- Send From email - This will be the email that the invite is sent from.
- Send To:
- Group - This will automatically put this user into this group once they register.
- Invite Body:
- Select "Send Invites" when finished.
- If the administrator is using Registration Invite, they can see a queue of who has registered and who has not registered:
- The administrator can resend the invitation by selecting "Resend"
- The administrator can view any existing registration invites by selecting "View" in the main window of the registration invites
- The administrator can delete any test or pre-existing registration invites by selecting "Delete" in the main window of the registration invites tab
- Under: WebStorm Setup --> Users --> Registration Invites --> Select "Recipients" you can see who has been invited altogether, as well as who has registered and who has not registered.
- The administrator can also refer to the User Activity and Login History reports to see further last login date.
Bulk Uploading for Invite
- If the administrator wants to invite more than 5 people, he/she will need to "import" users into the system to set registration invites for all respective users.
- To do this, he/she must select the "Import Users" after they fill out all registration invite information:
- The administrator will need to populate the CSV file with email addressess and screen names.
- See example .csv file below
- Once the template is updated and uploaded - it can be imported into Brightidea by selecting "Choose File"
- Once imported, the system will put everyone in the left side box - the administrator will move all necessary users (if not all users) to the right hand side to add them to the registration invite
- Select "Send Invites" when finished!
After Invitation is sent
- The following is added to the bottom of the registration invite when sent:
- Follow this link to complete registration: https://____brightidea.com/ct/ct_login.bix?br=_____
- The administrator can edit this text right within the Registration Invites area using Label Edit Mode
- There is no email template for Registration invites - it must be built manually.
- If the administrator sends a registration invitation to a user who already was sent an invitation or already registered, it will not send the email to that user.
- The administrator can set an expiration date on your invitation - see this article for more information
- Administrators can limit the time limit into when a user can register for a WebStorm once after the registration email has been sent.
- Navigate to : WebStorm Setup --> Site ---> Security and you can enter in the amount of hours the email can expire after sending.
- The administrator can add the following to your CSS or Banner HTML to hide this tab completely:
- #register_content {visibility: hidden; display: none;}
- Registration invites are only available on the WebStorm level.
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