Bulk Invite Sender

When you import customers to Shopify, the platform will create disabled accounts. These disabled accounts need a customer action to be activated with a password, so the customers can access the account dashboard.

You can send the invitations manually, customer by customer, using the Shopify built-in setting, but this may not be a convenient way to do it if you are doing a migration that requires importing many customers at once.

Our app now provides a Bulk Invite feature that you can use right after importing your customers.

To use it, go to our Customers panel and click the Bulk account invite button at the top. You can customize the subject and message, and select which customers will receive the invitation based on 3 criteria:

• Customers who did not answer the invitation (Account Status: Invited) are customers who were sent an invitation before and didn't accept it or decline it
• Customers who declined the invitation (Account Status: Declined) are customers who were sent an invitation before and declined it
• Customers without an account and not invited before (Account Status: Disabled) are customers with a disabled account and who were not sent an invitation before, for example, those customers that you are importing or migrating for the first time

Our Bulk Inviter triggers the notification directly from the platform (Shopify), so if you need to further customize the invitation template, you can do so in Shopify Settings ➜ Notifications ➜ Customer Notifications ➜ Customer Account Invite page.