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How to Bulk Invite Customers to Your B2B Portal ?

You can send invite to many customers at one go.

Step 1: To bulk invite customers to your B2B Portal, go to Contalog backend, select ‘Customers’ menu and submenu of the same name.

customers

Step 2: A list of all customers will appear. Select the customers whom you want to invite by clicking the checkbox to the left side of their name. Or you can select the ‘Name’ checkbox at the top left corner to select all customers.

select-customer

Step 3: A dropdown list option named ‘Bulk Options Selected’ will appear. Click the dropdown and select ‘Invite’ option from the list.

bulk-invite

All the customers you have selected will get an invite via email along with B2B URL and login credentials to start using your B2B portal.

Note: You can also cancel / revoke invites in bulk using this option.

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