Configuring Invitation Emails

You can configure the settings that Trading Networks uses to send and track invitation emails.

1. In My webMethods: Administration > Integration > B2B > Partner Onboarding > Manage Invitations.

2. In the SMTP Server field under General in the Email Preferences section, enter the SMTP server details that you are using to send email. If you do not enter the SMTP server details, Trading Networks uses the Integration Server SMTP server.

3. In the Email field, type the email address of the Trading Networks administrator who will be overseeing partner onboarding activities. This email will be used to send invitation emails to the potential partners.

4. In the Invitations area, do one of the following:

b. To create an invitation based on an existing one, click the copy icon next to the invitation you want to start with.

5. In the Name field, type a name for the invitation email (for example, “Supplier Invitation”). You can use this name to search for specific invitation emails later. If you clicked the copy icon to create the invitation email, a new invitation email is created with “Copy of” prefixed to the name in the Name field. You can edit it to enter a new name for the invitation email.

6. In the Description field, type a description for the invitation email (for example, “Partner onboarding invitation for XYZ suppliers in Europe”).

7. On the Email Invite tab, do the following:

a. In the To field, click Select Partners to select the partners to be invited. The From field is auto-populated with the email address specified in the tn.mail.from property in the Trading Networks Configuration Properties page (B2B Settings > Edit Properties > TN Configuration Properties).

b. In the Subject field, enter the text to appear on the subject line of the email.

c. In the Message Body field, enter the text to appear in the body of the email.

d. Click the Questionnaire text box and select the questionnaire template you would like to include with the invitation email. When a partner responds to the invitation email by logging in, this template determines the questions that the partner will see when prompted for additional profile details.