Use the Activity tab to view an all-time list of your company's retailer accounts associated with E-Vite.
The Activity tab shows a list of retailer accounts that your team members have invited to Fintech using E-Vite, as well as how they were invited (text or email) and their invitation status. You can click on the invitation detail (line item in the table) to view more account details and to send reminders to the account contacts.
Activity Table
The table shows all accounts that have been invited via E-Vite to use Fintech's PaymentSource by the user selected in the Team Member field above the table.
The table defaults to sorting by the most recent invitation. Click on a column header with an arrow next to it to sort the table by that column in ascending or descending order.
💡 In the upper left corner of the table, Total Accounts shows the total number of accounts that the selected user has invited through E-Vite. The default view will show the first 10 accounts. You can view more accounts by changing Rows Per Page at the bottom of the page.
Searching for Retailers
Use the Search Field and Filters to narrow down the list of accounts in the Activity Table.
The Search field pulls accounts from Google. You can search by account name and/or account address. For example, if you wanted to search for an account by name and address if it’s part of a large chain, use the following format: Walmart 4010 N 9th Ave, Tampa FL
You can use the filter options to narrow down results by:
- Type of invitation (email or text).
- Date the invite was sent (All Time is selected by default).
- Status of the invitation. (Learn more about invite statuses here: How can I use the Accounts page to find retailers and manage current accounts?
- Who invited the account to E-Vite (the Team Members filter can only be used by an administrator. Learn more here: How do I invite new users to E-Vite?).
Viewing Activity Details
Click on an account in the table to view its Activity Detail. Here, you can send a reminder to an account contact, view retailer information, or confirm whether you or a colleague has sent invite reminders to this account.
- The Account Details includes a map indicating the retailer's location, the location address, business type (On or Off Premise), Class of Trade (business type, e.g., Bar), distance in miles between your current location and the retailer, date they were sent an E-Vite invitation, the invite's status, and the email that received the invite.
- The Reminder History tile shows a list of reminders that have been sent to this account. Each line in the Reminder History shows the date and time the reminder was sent, and whether the reminder was Automatic (generated by E-Vite) or Manual (sent by a member of your organization). The list of reminders is sorted from oldest to newest.
Sending Invitation Reminders
After you send an invitation to a retailer through E-Vite, they will automatically be sent a total of 3 automatic reminders to their PaymentSource account regarding the invite. This includes:
- 24 hours after initial invite.
- 3 days after initial invite.
- 6 days after initial invite.
If they do not respond after 6 days, you can manually re-invite the retailer. This will send them the same message as the original invitation via their preferred method of contact (text or email).
⚠️ Basic users can only send reminders to retailers they've invited, while administrators can send reminders to any retailer invited through E-Vite.
⚠️ You can only send 2 manual reminders, and they must be sent 24 hours apart. After sending them, the Send Reminder button will be disabled for the account.
To re-send an invitation reminder:
- Find and open the account within the Activity page.
- Click the Send Reminder button next to their name.