There are several ways to invite buyers to your Marketplace.
Send a mass invite from Vinosmith to multiple contacts
Send an invite to a specific contact from Vinosmith (or from your email program)
Before inviting buyers to your Marketplace, Account Contacts' must be flagged (opt-in) for the Marketplace.
To Batch Opt-In Your Accounts
Click on the Accounts tab
In the left-hand navigation, click on View Contacts
Click on the Batch Edit button
Select the Account(s) to update using the checkboxes next to each account or using the Select All link.
In the yellow box titled "With selected contacts, update:", click on the Marketplace? and select Yes
Click the Update button
Please note: They will not receive a notification. This enables them to access the Marketplace automatically.
To Send a Mass Invitation:
The Basic Requirements to use the mass invitation are:
The Contact has the "Marketplace?" attribute checked.
The Contact has Email (Business) populated.
Only Contacts for Active Accounts will be invited
How to send the mass invitation:
Click on the Accounts tab
Click on View Contacts (left navigation)
Under Marketplace, click on Send Invites
Follow the instructions on the screen
Click Continue
To Invite a Specific Contact - from their contact information directly:
Click on the Accounts tab
Select the Account you'd like to invite
Go to the contact, click Edit
Click on Invite on the left side
From this window, you can send the invitation one of two ways:
Write a message and click Send Invite (optional)
Contact will be automatically flagged as a Marketplace contact sending an invite
Copy the URL and send a message from your email program to that contact
Important notes about inviting contacts:
The URL is specific to that account contact.
Vinosmith is not storing this action as an account-level communication.
Automatic Reminders
Once a contact has received an invitation they will receive weekly email reminders until they accept the invitation or opt-out. Recipients can click on the opt-out link in the email and request to be removed from future reminders.