We'll guide you through the process of sending an invitation to potential buyers. This feature allows you to connect directly with your customers, providing them with a personal invitation to view your product catalog and place orders.
In this guide, we'll show you how to invite buyers to your store on Foundation's Seller Portal.
Step 1: Log In and Navigate to Customers
Log into the Seller Portal and find 'Customers' on the left-hand column. Then click on ‘All Customers.’
Step 2: Click on the 'Invite' Button
On the 'Customers' page, locate the blue 'Invite' button on the top right corner and click on it.
Step 3: Fill in the Buyer's Details
A form will appear for you to fill in the buyer's details. The mandatory fields are full name, business name, email address, country, and state.
Step 4: Review the Invite Information
Once you've filled in all the details, review the information to ensure it's accurate.
Step 5: Send the invitation
Once you've reviewed the details, click the 'Invite Customer' button on the right side. The buyer will receive an email notification about the invitation to your store.
📖The email to the buyer will include details of your store and an 'Accept Invitation' button. Once the buyer clicks on this button, they'll be prompted to set up a password.
✔️After setting up the password, they'll be logged into the storefront and will be able to see your product catalog and order from your store.
📩Need more help or further clarification? Email us at success@getfoundation.com.