Manage your invitation email settings

When you invite your sales reps to start using Showpad, we automatically send them email instructions. These instructions provide login credentials, explain where to sign in on Showpad, and show them where they can download the mobile apps and email plugins.

As an admin setting up your Showpad instance for the first time, you may not want anyone checking out the shop before it's fully set up. You can hold all invitation emails, allowing you to set up your Experiences and add users without anyone receiving an invitation. When you're done configuring your Experiences, you can turn off this option and send all your users their invitation email.

Although changing the invitation email's content is impossible, you can add a custom footer that describes your organization's privacy policy, for example.

We send out these invitation emails from our domain. However, the Shares sent out by the users can be sent from your email domain. To set up your sending domain, you can take a look at this article.

See how it looks

Key features

• Send an automatic instruction email
• Customize the footer with company information or privacy policy
• Create users but hold their invite emails
• Add new users to Experiences or Courses without inviting them yet

You need this to succeed

The quick way

1. Add a custom footer to your invitation emails
2. Hold all invitation emails
3. Invite users and turn off the hold invitations settings

Do this step by step

Add a custom footer to your invitation emails

1. To add a custom footer in the invitation mail, click the gear icon to open Settings.
2. Select Messaging.
3. In the Invitation Email section, check the box for Add a custom footer to all user invitation emails.
4. Add your custom message in the text box, and click Save.

Hold all invitation emails

1. Click the gear icon to open Settings.
2. Select Messaging.
3. In the Invitation Email section, check the box for Hold all invitation emails.
4. Click Save.

Invite users and turn off the hold invitations settings

1. Navigate to Users.
2. You can invite users individually or all at once:
   • To send one-off invites, locate the user you wish to invite, then click Invite.
   • To invite all users, select Send Invitations. You can choose to Resend pending invitations and/or Send first invitations. Select the applicable boxes, then click Send.
3. To turn off the hold invitations setting, navigate to Messaging in Settings and disable the relevant checkbox. Click Save.