Adding someone to products is simple and can be done with just a few clicks.
It's a great way to provide product access to those who have purchased externally or to specific individuals, all with just a few clicks.
After someone is added to a product, they will receive an email notification with next steps.
To get started, all they need to do is click a link in the email, set their password, and create their account.
Adding someone to a product
In the sidebar menu, click on Products.
Click on "..." next to the product you'd like to invite a customer to and choose "Invite customer...".
On the window that pops up, type in their email address and click "Invite customer" to give this person free access to your product.
You can also select the tags you'd like to apply to this customer.
And that's it! You'll see a confirmation message at the bottom of the screen saying this person has been added to your product.
Understanding the customer experience
Once someone is added, they will receive an email confirmation.
To begin, they need to click the link in the email, set up their password, and create their account. It's a straightforward process to get them started.
If they already have an account with you, they'll receive a welcome email instead with a link to log in.
FAQ
I do not see the "Invite customer..." option. HELP!
I do not see the "Invite customer..." option. HELP!
You can only invite customers to Published products.
If you don't see the "Invite customer..." option, make sure to publish your product first.
Can I add someone to a "Draft" product?
Can I add someone to a "Draft" product?
No. You can only invite customers to Published products.
Can I modify the email notifications sent to customers after they sign up?
Can I modify the email notifications sent to customers after they sign up?
No. At this time, automated emails cannot be customized.
If you have any questions send us an email at [email protected] or click the purple icon below to send us a message 😄