Invite your clients to join you on Suplery! Simplify your workflow and improve communication with your clients. Use Suplery to manage orders, keep clients informed about new products, and enjoy easier communication.
Plus, orders from clients who join through your invitation often have lower fees. We're committed to helping you build strong relationships with your clients, and Suplery is a key part of that.
The Clients Invitations tab on the Clients page helps you keep track of invitations you've sent to your clients to join you on Suplery. It is located at the top of the Clients page, right next to the Clients tab.
See a clear list of all invitations you've sent, including: company name, date of last invitation, and invitation status.
Quickly find specific invitations using the search bar. You can search by:
Phone number
Email address
Company name
Client name
This tab gives you a central location to monitor the status of your invitations.
What are the statuses of invitations
Suplery keeps you informed about the status of your invitations, making it easy to track client responses. Here's a breakdown of the statuses you'll see:
Pending
: these invitations have been sent to your clients and are waiting for their response. Suplery will automatically resend reminders after 10 days and again at 60 days to ensure your clients don't miss them.Overdue
: if a client hasn't responded to your invitation after 90 days, it will be marked as overdue.Accepted
: great news! Your client has accepted your invitation and is now ready to collaborate on Suplery.Rejected
: the client has declined your invitation to join Suplery at this time.
By default, you'll see all your invitations listed together, sorted by their date.
How to invite a client
Inviting clients to Suplery is easy and offers significant benefits for both you and your customers. We'll guide you through three methods to get started:
Manual invitation: enter your client's information directly into a dedicated field for a quick invite.
Invitation template: use our pre-built template to quickly send personalized invitations to your clients.
Invitation Link: generate a unique link to share with your clients via email or other communication channels.
Be mindful when inviting clients.
Only send invitations to email addresses you have permission to use. Make sure your invitations follow our guidelines. Sending spam or breaking our rules can lead to your account being blocked.
How to invite clients manually
Here's how to send a manual invitation to a client on Suplery:
Click Invite clients.
Enter your client's name and either their phone number or email address line by line.
Once you've added the data, click Send invitation.
How to invite clients via link
Suplery's invitation link is a handy way to invite your clients to join the platform. Here's how it works:
Click Invite clients.
Click Copy link. This will copy a unique invitation link to your clipboard.
Share the link with your client via email, messaging app, or any other communication channel.
When your client clicks the link, they'll be directed to a Suplery registration page where they can easily create an account and start collaborating with you.
How to invite clients via template
Suplery's invitation template is a great way to send personalized invites to multiple clients at once. Here's how to use it:
Click Invite clients.
Look for the template link and click on it. This will download a spreadsheet to your computer.
Open the downloaded file and fill it out. It's straightforward — enter your client's name in one column and their contact information (phone number or email) in another.
Save the completed file with your edits.
Go back to Suplery and click Send invites via template. Upload the saved file containing your client information.
How to resend client invitation
To easily resend an invitation, click Resend next to the invitation status in the invitations list.
Why can't I resend the invitation to the client?
We allow only 3 resending invitations per client to avoid overwhelming them. If you've already sent 3, you can't resend them anymore.
How to cancel client invitation
Find the invitation you want to cancel in your client invitation list.
Click the Delete icon to cancel the invitation.
What happens when a client accepts an invitation
There's great news! When a client accepts your invitation to join Suplery, several things happen:
Your client will automatically be added to your Suplery client list, making it easier to find and manage them.
You'll appear on your client's supplier list within Suplery. This increases your visibility and strengthens the connection.
Now you can easily send orders to your client directly through Suplery's platform. They can also create orders for you, fostering a two-way communication flow.
Suplery creates a central hub for win-win partnerships, making it simple and efficient to work with your clients.