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Knowledge Base

How to Send Card Invitations in Bulk

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, a window called “Send Card Invitations” will pop up.

Here you can select which cards you want to send via email. You can select “All Inactive Cards” or “Inactive Cards imported in the selected date range ” where you can enter a specific date range during which the cards were imported in the IDMS.

You can also choose to send cards you have never sent before by checking the “Card Invitations Never Sent” checkbox or send a reminder to those cardholders who have not yet installed the cards that you have sent to them by checking the “Card Invitations Previously Sent (reminder)” checkbox. You can check both if you’d like to send new cards, as well as reminders.

Step 4: Once you have selected the cards you would like to send, a preview of the email that will be sent to your recipients will pop up. Here you can see the number of cards that will be sent, the email from whom it will be sent, the reply-to email, the subject, and the content of the email.

Step 5: After you have reviewed the information in the email, you can proceed to click on the “Send” button.

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




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