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How To Customize your Vendor Invitation/Sign-Up Email

Personalize the subject line & email description ensuring that your email stands out & effectively communicates your message to your Vendors

1. Click on the gear (wheel) icon in the top right corner

2. Select "Workflow" from the dropdown menu

3. Click on "Emails" in the left menu

4. Expand "SIGN UP EMAILS"

5. Click this text field to enter your email Subject Line

6. Enter your Subject Line and click on the "Email Body" to enter a email description

7. This is your email body text and every time you send an invitation to a new Vendor they'll see this text in your email invitation

8. Click "SAVE"

9. Click "PREVIEW" to view how your email will look like to your Vendors

10. You should see a pop-up of the preview

11. Click "CLOSE" on the top left corner to close the preview page