Invitation Code

ENABLE INVITATION CODE

• When the Enable Invitation Code option is enabled, users can now be invited to register for the website by allowing them to register via an invitation code.
• This will allow the possibility to create an invitation-only registration scenario if you want to add exclusivity to the registration process.

• Click on the Save Changes button to apply your settings.
• Once this option is enabled and saved, an option titled Invitation Code would appear in the Approve New Users section on the Dashboard.
• FRONT-END IMPACT

BEFORE

AFTER

INVITATION CODE

• Now go to Admin Dashboard → New Users Approve → Invitation Code..

• You’ll be on the Invitation Code Settings page
• There are 3 Tabs in this section,

 ADD CODES

• The invitation codes can be generated manually or automatically, each of these options has its settings which can be configured to achieve desired results

MANUAL GENERATE

• In the Add Codes textbox, you can enter your invitation code (one line for each Invitation code).
• Set the Usage Limit.
• Set the Expiry Date.

• Click on the Save Changes button.
• Once the operation is successful you’ll receive a notification labeled as Post Successfully Added.

AUTO GENERATE

• Set the Code Prefix.
• Set the Code Suffix.
• Set the Usage Limit.
• Set the Expiry Date.

• Click on the Save Changes button.
• Once the operation is successful you’ll receive a notification labeled as (Number of Code Quantity set) Invitation Code Successfully added so according to the above image the notification would be 5 Invitation Code Successfully added.
• Go to Admin Dashboard → New Users Approve → All Codes.

• All the codes which were Manually generated and Auto generated will be present here.

• Using these codes the user will be registered and moved to the approved section.
• The user would enter his credentials and the Invitation Code to complete the registration process.

• Click on the Register button to complete the registration process.
• From the Admin panel, we can check the user’s status by going to Admin Dashboard → New Users Approve → Approve New Users.
• The user who registered using the invitation code via email is in the Approved Users section.

Option to mark the invitation code field required at the time of registration, you can find the settings under New User Approve > Settings > General Settings

Backend

Frontend

IMPORT CODES

• The invitation codes can be imported via a CSV file. 
• You can download the sample file to get familiar with the format of the CSV file from the Download Sample CSV hyperlink.

• Once the CSV file has been downloaded, open it to get familiar with the format. You can add new codes and edit the sample codes as well.

• Save the CSV file and then Import the CSV file from the Import CSV field.
• When the file is selected, click the Import button.

• Once done, click the Import button.
• Once the operation is successful you’ll receive a notification labeled as (Number of Invitation Codes) Invitation Codes in CSV Successfully Imported so according to the above image the notification would be 3 Invitation Codes in CSV Successfully Imported.
• Go to Admin Dashboard → New Users Approve → All Codes.

• The codes imported via the CSV file will be present here.

 EMAIL CODES

• The invitation codes can be sent via Email to get registered.
• The Registration Page field is the flexibility to choose the registration page that has been added which can be selected from the dropdown menu and the email body will be added with a link to redirect to the respective page for registration.
• The Invitation Code field will display all the active invitation codes. Select any one invitation code which would be sent to the user via email.
• Enter the email address to whom you want to send the invitation code in the User Email field. You can enter more than one email address by adding a comma between the email addresses.
• Set the subject in the Email Subject field.
• Set the message in the Email Message field.
• In the HTML Email field, a toggle is given for enabling to send the email in rich HTML format.

• Click the Send Email button to send the email to your respective users.
• Once the operation is successful you’ll receive a notification labeled as (Number of Email Addresses entered) Emails successfully sent so according to the above image the notification would be 2 Emails successfully sent.
• The user would receive the email with all the details which we configured like subject, Registration Page and Invitation code, etc.
• The user will click on the URL mentioned in the email to get registered.

• Once done, the user would be redirected to the Registration page and would enter his credentials and the Invitation Code which was mentioned in the email.

• Click on the Register button to complete the registration process.
• From the Admin panel, we can check the user’s status by going to Admin Dashboard → New Users Approve → Approve New Users.
• The user who registered using the invitation code via email is in the Approved Users section.

 ALL CODES

• Go to Dashboard → New Users Approve → All Codes.

• All the codes are present in this section.

The first 3 codes in the Red box are the one which Imported from the CSV file,
The 5 codes are in the Blue box were Auto Generated,
The last 2 codes in the Purple box were Manually Generated.

• Invitation Code can be edited by clicking the Edit option in the Action column of each respective invitation code.
• Once done, you can see all the fields of that specific invitation code.
• The Prefix and Suffix of the code can be edited.
• Uses left for the invitation code can also be seen and edited from the respective field.
• Usage limit of the activation code highlights the number of the time the activation code be used. It can be edited as well.
• The Date field represents the Expiry date, it can be edited to change the expiry date of the activation code.
• The Status of the invitation code can be changed from the drop-down menu beside the Status field. There are 3 statuses of each code
  • Active – It will enable the activation code to be used.
  • InActive – It will disable the activation code temporarily.
  • Expire – It will immediately expire the code and it cannot be used further.
• Details like User-ID, User-Email, and User-Link of the users who registered using that particular invitation code will be displayed.

• Click on the Update button to apply the changes.