What if I can't find a retailer on the Accounts page?

Some retailer accounts may need to be manually added to E-Vite if they do not populate when being searched for.

Retailers may not always show up in the Accounts search results. If a retailer is missing, you may need to manually add it to the E-Vite as a search result. Once added, it should populate when being searched for.

⚠️ Before manually creating a new account, make sure the account cannot be found in E-Vite. First search by name, and if necessary, do another search by address. Also, confirm all filters you have chosen are correct.

Duplicates of the same account could cause your team to send new E-Vites and reminders to account contacts who already received them.

Adding a New Retailer Account

To add a new retailer account:

1. Go to the Accounts tab, then click the Add New Account button:
   
2. Search for the account by name or address in the search bar and choose from the locations that populate:
   
   1. If a location is chosen, the account information will auto-populate in the fields, the address, city, state and zip fields will be locked (not editable). You can choose to edit the name by clicking the Check here to edit Account Name box. 
      

      ⚠️ Updating an auto-populated account name risks creating duplicates if your team searches for the account using the original name or address. This could result in E-Vites sent to an account that has already received invitations.

   2. If the name or address does not auto-populate the account's information into the fields, the Account Name Found by Google field will be filled with the whatever you used to search. If this happens, be sure to click the Check here to edit Account Name box to correctly name the account so it is easy to find in future searches on E-Vite.
3. Add the Premise Type (on or off) and Class of Trade (business type, e.g., Restaurant), then hit Save New Account.

To learn how to send the new account an E-Vite, click here: Sending E-Vites.

💡 On the Home page, you can also search for, invite, and add new accounts with the invitation widget. If you do not see an account, confirm that you've chosen the correct premise and state before clicking Add New Account.