Client Invitations

The client invitation system allows suppliers to invite existing clients to connect with their supplier account, facilitating new business relationships and store connections.

Overview​

Client invitations provide a streamlined way for suppliers to:

• Reach out to potential clients who already use the Axiom platform
• Establish new business relationships
• Expand into new marketplaces and stores
• Grow their supplier network efficiently

How Client Invitations Work​

The invitation process follows these steps:

Invitation States​

Client invitations can have several states:

• Pending Approval: Invitation submitted but not yet approved by Axiom support
• Approved & Sent: Invitation approved and sent to the client
• Accepted: Client has accepted the invitation
• Declined: Client has declined the invitation
• Expired: Invitation not responded to within the time limit

Creating Client Invitations​

Required Information​

When creating a client invitation, you must provide:

• Company Name: The exact name of the client company
• Contact Name: Name of the primary contact person
• Email Address: Valid email address for the contact
• Existing User: Whether the contact is already a user in the system

Submission Process​

1. Prepare Contact Information: Gather accurate client details
2. Submit Invitation: Use the supplier dashboard to submit your invitation
3. Await Approval: Axiom support reviews the invitation
4. Monitor Status: Track the invitation progress in your dashboard

Managing Invitations​

Client invitations can be managed through your supplier dashboard:

• Create new invitations: Submit invitations to potential clients
• View invitation status: Monitor pending, approved, and responded invitations
• Update invitation details: Modify contact information if needed
• Cancel invitations: Remove pending invitations that are no longer needed

Approval Process​

Internal Review​

All client invitations undergo an internal review process:

1. Automatic Validation: System checks for valid email and company information
2. Support Review: Axiom support team validates the invitation
3. Approval Decision: Support team approves or rejects based on platform policies
4. Notification: Suppliers receive notification of the approval decision

Approval Criteria​

Invitations are typically approved when:

• Contact information is accurate and complete
• Client company exists and is active on the platform
• No duplicate pending invitations exist
• Invitation follows platform community guidelines

Managing Invitations​

Tracking Status​

You can monitor your client invitations through:

• Supplier Dashboard: View all invitations and their current status
• Email Notifications: Receive updates when status changes occur
• Status Tracking: Real-time updates on invitation progress and responses

Resending Invitations​

If a client invitation is:

• Declined: You can submit a new invitation after a cooling-off period
• Expired: You can resubmit the invitation with updated information
• Lost: Client can request a new invitation be sent

Best Practices​

Effective Invitations​

• Use Accurate Information: Ensure company names and contact details are correct
• Professional Approach: Maintain professional tone in all communications
• Clear Value Proposition: Be clear about the benefits of connecting
• Follow Up Appropriately: Respect client response timelines

Relationship Building​

• Research First: Understand the client's business before inviting
• Personalize Outreach: Tailor your approach to the specific client
• Provide Context: Explain how the partnership will benefit both parties
• Respect Decisions: Accept client responses gracefully

Notification Settings​

Configure your notification preferences for invitation-related events:

• Invitation Status Changes: Get notified when invitations are approved or responded to
• New Connection Opportunities: Receive alerts about potential new clients
• Response Deadlines: Get reminders about pending invitation responses

Account Holder Invitations​

In addition to client invitations, suppliers can also send account holder invitations to individuals within their organization to join the supplier account with appropriate permissions and access levels.

Support​

For questions about client invitations or issues with the invitation process:

• Review this documentation for common scenarios
• Check your invitation status in the supplier dashboard
• Contact Axiom support for technical issues or approval questions
• Ensure your supplier profile is complete and professional