Learn how to create and grant access to an offer for multiple users that belong to the same company.
In this article:
- Step 1. Create a new offer or clone an existing offer
- Step 2. Import the CSV file
- Step 3. Grant the company list the new offer
- Additional resources
Step 1. Create a new offer or clone an existing offer
To create an Offer:
- Open the Sales tab from your Dashboard.
- Select the Offers tab.
- Click +New Offer.
- Select the Title and a Product you would like to include in this Offer, as well as the price of the Offer:
To Clone an Offer:
- Open the Sales tab from your Dashboard.
- Then, click Offers.
- Locate the Offer you want to clone and click the
…icon. - Select Clone:
Step 2. Import the CSV file
Once you have created the new Offer, ask the company for a CSV list including the Names and Email Addresses of the people who will be granted access to the course.
To Import a CSV File:
- Open the People tab from the Dashboard.
- Click Import Contacts.
- Select your preferred importing method (i.e., Upload File).
- Follow the on-screen instructions:
Step 3. Grant the company list the new offer
After adding your contacts, grant your Offer:
- Click Continue to Import Actions.
- Select Grant Offer.
- Select your newly created Offer from the dropdown.
- Select any additional actions.
- Click Continue to Summary.
- Confirm your summary and click Confirm Import:
If any of the contacts included with the company list are existing Members of your site, they will receive the Offer Grant Confirmation email sent by your site.
All new Members imported onto your site with a granted Offer will receive the Offer Grant Confirmation email along with the Member Welcome Email.
Learn to edit the automated emails sent by your site.
Additional resources
Learn more about:
