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Orderlion WIKI
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English
  • Welcome!
  • 📒Resources for wholesalers
    • 👋Invite customers
      • 📝Invite editor
      • đŸ–Ĩī¸Invitation via the Portal
      • 📱Invitation via the Orderlion App
      • 🔗Link for Self-Authentication
      • 💡Additional Tips
      • ❓Invite customers: FAQ
    • đŸ–Ĩī¸Orderlion-Portal
    • âš™ī¸Shop Settings
    • 🎨Shop Design
      • đŸ–ŧī¸Images in Orderlion
    • 📤Orders
    • 🤝Manage customers
      • ❓Manage customers: FAQ
    • đŸĨManage Products and Prices
      • ❓Products: FAQ
      • 💹Price validity
    • 🎩Import Wizard
    • đŸ“ĻStock
    • 💸Payments
    • 📃Documents
      • ❓Documents: FAQ
    • đŸ’ŦChat
    • đŸ“ĸCampaigns
    • 📱Sales PRO
    • 📩Orderlion Inbox
      • âžĄī¸Browser extension for WhatsApp order forwarding
    • 🔂EDI/API Integration
    • 🔔Reminders
    • â„šī¸Billing portal
  • Orderlion for buyers
    • ❓FAQ
    • Overview
    • Accept invitation
    • Orders
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  1. Resources for wholesalers
  2. Invite customers

Invitation via the Portal

The easiest and most effective way to onboard your customers to your ordering app is through invitations by text or mail. You can send these directly from the Orderlion portal on your computer.

PreviousInvite editorNextInvitation via the Orderlion App

Last updated 1 year ago

You can send the individual invite code to all customers all at once.

Simply open the "Customers" tab in Orderlion, select all customers and click on "Invite". Here is a

Depending on whether the phone number or mail address are provided, your customers receives an invitation by text or mail. With the new , the invite message can be previewed and edited.

Tip: For your customers not to be surprised about the invitation, it is best practice to prepare them via mail beforehand. Send a mail or newsletter informing them that they will receive and invitation to your Orderlion shop. We are happy to share a template with you.

You want to add a more personal touch? Simply send the invitations individually from your own email programme or WhatsApp Web.

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video guide on these three clicks:
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