IMPORTANT! Please note that you have to design your card template and import card data BEFORE you can send cards. Please also make sure that card issuance is set to “Institution-Issued”. Self-issued cards cannot be sent via email as they can only be installed through App Search. Before sending cards in bulk, you also need to update template settings on the Card Templates page.
Step 1: Log in to your IDMS account and click on “Card Records” from the navigation menu on the left. Once you are on the Card Records page, click on “Record(s)” for your chosen template.
Step 2: Once you are on the “Card Record Dashboard” page, click on the green button in the top right corner called “Bulk Email Invite.”
Step 3: Once you have clicked the “Bulk Email Invite” button, you will be directed to a new page. Here you can select the template for which you need to send the card email invitation and then tap on the next button.
Step 4: Here you will have to select the type of invitation like “Send users their first invite” or “Send email reminders to users with pending invites” and also who will receive the invite by either selecting the radio button “Inactive card records created within a set date range” or “Search specific Inactive card records” and then tap on the next button.
Step 5: Now you can select the date range of the inactive card records and also view the selected inactive cards to whom the invite will be sent.
Step 6: After you have reviewed the information in the email, you can proceed to click on the “Send Invitations” button.
If you have any other questions regarding sending cards via email, please do not hesitate to chat with us!