With customer invitations, you can take the first step toward your potential customers and offer them a shortcut to your sign-up journey. From there, the rest is up to them, but in hopes of driving up your conversion rate, you can spare customers some administrative tasks by pre-filling their profile information in the invite or allowing them to sign in with an external identity.

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Requirement

Brand portal integration is a requirement for customer invitation support. Strivacity prepares and includes a user’s login hint in the invitation link, but it needs to be passed on from your brand portal to Strivacity’s authorization endpoint for user information pre-fill to work. You can find out about the specifics at the link.

How to invite customers

You can find customer invites on the 'Account management' tab in the Admin Console. You can create a new invite form with the 'Invite customer' button on the right.

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You can select your identity store on the left.

Invitation types

Invitations allow you to invite customers to specific organizations that segment user populations within the same identity store.

You can also get non-organizational users on board who will not be part of a specific customer segment.

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OAuth 2.0 support

Only clients that are configured to use OAuth2/OIDC can use the customer invite feature. Invitation is not available for SAML2 clients at this moment.

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Available clients

Clients define the entry and exit points of the customer flow. The list of available clients will change based on whether the invitation is for an organization or not. Organizations require special types of clients.

Invite to organization

If you invite a customer to an organization, then only clients that belong to organizational applications will be listed. Clients of non-organizational applications are not designed to handle organizational routing.

Invite non-organizational users

If you go with "No organization" in the Organization drop-down, then only clients that belong to non-organizational applications will be listed.

Invitation form

After you've set up where your customer's identity will live in the identity store, you can continue with filling out the invitation form.

Filling out the invitation form

Invite method

1. You can add the email address where the invitation will be sent.

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The email address where the invitation is sent can automatically become the identifier of the account if the identity store supports the 'EMAIL' identifier. You can restrict customers to the email address the invitation was sent to or allow them to use a different email address as an identifier. Learn how to configure allowing a different email address.

2. You can also specify in advance the default language of the profile.

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Language selection

UI elemenents and your branding communications, such as the contents of your notifications (in this case, the account invitation message) will appear in the selected language for your invitee, provided you've added a translation package for that language. You can learn more about how you can get translatable contents out of the Admin Console at the link.

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Sending error

You will run into an error while trying to send an invitation if

• the invite method field is set to read-only in the application's self-service policy AND
• the email address you provide in the invitation form is already tied to an existing customer identity in the current identity store

Invite customers to

1. You can select the organization to invite the customer to, or you can go without selecting an organization altogether.
2. You can select a client where invitees can finalize their invitations and experience your branding.

Assign customers to

1. You can assign a Role to an invitee.
2. You can add an invitee to a Group inside the identity store.

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The customer identity will be placed in the selected group(s) after account creation.

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Identities invited to the application are also automatically added to every group assigned to the application. If there are more groups assigned to the application than you include in the invitation, the customer identity will be added to the additional groups as well. You can manage group memberships afterwards.

Personal information

1. You can fill in the profile information of the new account.

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When accepting the invitation, invitees can double-check the information (in fields made available to them during registration) that goes in their profiles before accounts are created.

After send

Once you're finished, you can select Send invite to deliver the invitation to your customer.

An entry will be created for the invitee. You can track the invitation's status:

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If the customer accepts the invitation and completes sign-up, the invitation's status will change from 'Pending' to 'Done', and the account will be listed in the 'Accounts' tab.

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Revoked invitations are removed from the 'Invitations' list permanently.

Review sent out invitations

The Invitations tab, located under Account management, provides a comprehensive view of all customer invitations sent from your instance. This feature allows administrators to track the status of invitations, review key details, and take necessary actions to ensure a smooth onboarding process for customers.

The Invitations tab displays the following key details for each invitation:

• Email address: The recipient's email to whom the invitation was sent, along with the organization it belongs to.
• Client: The application or portal associated with the invitation.
• Status: The current state of the invitation, such as "done" or "outdated."
• Last sent: The timestamp of when the invitation was most recently sent.

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The displayed invitations can be filtered based on identity store, email address, or organization.

Selecting an individual invitation opens a detailed view, where you can review specific information about the selected invite and perform related actions. This detailed view includes:

• Sent to: The recipient's email address.
• Invite sent: The exact date and time the invitation was initially sent.
• Valid until: The expiration date and time of the invitation.
• Client: The application or portal associated with the invitation.
• Status: Indicates whether the invitation is still valid, outdated, or completed.
• Organization: The organization the invite belongs to.
• Roles: Displays assigned roles, if applicable.
• Groups: Displays assigned groups, if applicable.

Actions

From this screen, you can take three actions:

• Resend invite: Sends the same invitation to the recipient again.
• Show in notification history: Redirects you to the global notification history list and automatically applies a filter to display notifications related to the selected invitation target.
• Delete invite: Permanently removes the invitation from the system.