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ID123

Knowledge Base

How to Send Card Invitations in Bulk

Step 1: Log in to your IDMS account and click “Card Records” from the navigation menu. On the Card Records page, click “Record(s)” on the preferred template.

Step 2: On the Card Record Dashboard page, click the “Bulk Email Invite” button located near the top right of the page.

Step 3: Ensure that the correct template is selected before proceeding to the next step. Click “Next” to proceed.

Step 4: Select the type of invitation you want to send. Then choose who will receive the invite, and click ‘Next’ when finished.

Step 5: Select the date range for the inactive card records to view and send invitations to.

Step 6: After reviewing the email preview, click the “Send Invitations” button.


All set! If you have any other questions regarding sending cards via email, please do not hesitate to chat with us!

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