How do I invite my clients to Remine?
Before you begin
- Inviting a client to Remine does not track that person. To invite an already tracked person to Remine, see the How do I invite tracked people to Remine? article.
- Before you invite clients, you must create a custom URL for your homepage.
You can invite up to 250 clients at one time. You can send one invitation to any given client in a 12 hour period, up to a maximum of 5 invitations. In other words, when you have sent one client 5 invitations, you cannot send them any more invitations. There is no limit to the total number of invitations you can send.
When you send an invitation, the client receives the following email from firstname.lastname@example.org, where <Your Name> is your first and last name:
- When a client clicks Show Me in the invitation email, they'll land on your branded homepage. After the client registers their Remine account, you'll see their activities on the Engage page.
- For details about the ways you can customize your homepage, see the Settings article.
In the, click Engage.
The Engage page appears, where you'll see your clients' activities. If you don't have any registered clients yet, there won't be any data on this page.
In the upper right corner, click the Invite to Remine button.
A window appears with options to invite clients.
Type a client's email, and click the Send button. You can type multiple emails, separated by commas. This will automatically send an email invitation to your selected clients.
Copy the invitation link at the bottom of the window by clicking the button. You can paste this link anywhere you choose and send it to your clients.