When an admin creates a personal Amilia account for a client (so they can access your SmartRec store), the client must validate the account and then choose a password to log in and start registering online. This means your clients must respond to the activation request you send to their email address.
If you imported clients into SmartRec during your onboarding, you must still send your client activation requests once you go live. They are not sent unless prompted by you or your Amilia Customer Success Manager.
🎗️ When a client goes to Amilia's login page (https://app.amilia.com/en/login) to sign up by themselves, the process is different. To learn how your clients create their own account, click here.
Automatic activation request
If you include an email when you create a client account, the client is automatically sent an account activation request at that email address. The activation request expires after 60 days.
If the client doesn't use the activation request to create the account (but rather signs up for an account by themselves) no worries! They'll see the message below appear after they've created their account:
Manual activation request
If you need to resend an activation email to your client, go to the client's account, under Account Members. Click on Send activation request > Send activation request.
Mass activation request
It is possible to send out several activation requests at once to your clients.
Go to Clients > Accounts.
Using the Operations drop-down menu, choose Send activation requests.
Fill in the date for which you'd like to send the request. This will send the request to any account created after the set date.
Click Submit to send activate requests out.
Here's what happens when you send a mass activation request:
SmartRec checks for non-existing Amilia usernames. If no username exists (i.e., the client has not created nor activated an account), it sends an activation request.
SmartRec checks for existing Amilia usernames. If a username exists (i.e., the client has already created or activated an account), a message to share the account information with your organization is sent to the client. This would be the case if the client already created an account they may use at another organization that sells their offers through SmartRec.
SmartRec checks if an account has already been activated (i.e., the client has already logged into their account). If so, no activation request is sent.
If you've sent a mass activation request already and want to send one again, you can and SmartRec will automatically exclude those that have already been activated.
Add or edit a client's email
To activate the account, the client's valid email address will need to be included as you create the account, or it can be added later.
If you created an account without adding an email, or if you need to modify the email you have input, follow these instructions:
Go to Clients tab.
Click on the client's name and go to the Account Members subtab.
Select the Default Adult Form (or any form that asks for the client's email) from the Forms drop-down menu.
Under the Personal Info section, you can add or edit the client's email.
Don't forget to Save your changes.
* Last updated in August 2024