How to assign Guest subscriptions

LIVE AS OF NOVEMBER 7TH, 2020 AFTER 12PM

 

OVERVIEW
PREREQUISITES
HOW TO ASSIGN A GUEST SUBSCRIPTION
HOW TO ASSIGN GUEST SUBSCRIPTIONS WITH A CSV FILE
HOW TO UNASSIGN A GUEST SUBSCRIPTION

 

OVERVIEW

Your PRO subscription allows you to provide free Reacts subscriptions to whom you would like.

This subscription:
- gives free access to Reacts
- connects you directly via your Reacts contact list
- allows you to communicate by call or secure messaging

Please note that you can withdraw access at any time and the guest will be removed from your contact list.

 

PREREQUISITES

  • Your Reacts account must have a PRO subscription to be able to access this feature.
  • You must have access to the Reacts dashboard
  • Once logged in, please select the Organization in which you have the PRO subscription

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HOW TO ASSIGN A GUEST SUBSCRIPTION

Make sure you are in the "My Guests" section. Please note that if you have administrator rights in this organization, you will not automatically be placed in the "My Guests" section.

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Your guests are listed here:

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Click on "Add a Guest"

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Enter the email address, first name and last name of the person to whom you wish to provide a guest subscription.

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You can click on the “+” icon or on "+ CSV import" (see section below for more information) to assign multiple Guest subscriptions at a time.assign7-en.pngassign8-en.png

 

Click on "Apply" to assign the subscriptions.

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HOW TO ASSIGN GUEST SUBSCRIPTIONS WITH A CSV FILE

Our CSV file import feature allows you to assign multiple subscriptions at a time.
Here is more information on how to format your file for the import:

Creating a CSV document

To create a document in CSV format:
- open a new excel file
- save it by selecting the "CSV UTF-8" format

 

Formatting your information in your CSV file

Your CSV document should contain the following information:

  • Column A of your CSV:
    • Line 1: "First name"
    • Line 2: the first name of the person to whom to assign the subscription
  • Column B of your CSV:
    • Line 1: "Name"
    • Line 2: the name of the person to whom to assign the subscription
  • Column C of your CSV:
    o Line 1: "Email address"
    o Line 2: the email address of the person to whom to assign the subscription

Then add a new row for each subscription you want to assign.
Important note: The import of your CSV will only work if you respect the detailed format above.

 

HOW TO UNASSIGN A GUEST SUBSCRIPTION

Make sure you are in the "My Guests" section. Please note that if you have administrator rights in this organization, you will not automatically be placed in the "My Guests" section.

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Click on the "Remove Guest" button corresponding to the guest for whom you would like to unassign the subscription.

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Click on the "Delete" button of the confirmation request.

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Your guest will no longer appear in your guest list in the dashboard, nor in your Reacts contact list.

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