Corporate Invites

The Omneo Corporate Invites extension provides a white-label sign-up portal for controlled partner acquisition flows. For example, you can invite staff from a partner company to join a brand’s program, or run an exclusive invite-only member acquisition campaign.

How it works

A prospect arrives at the corporate invite portal via a unique partner link
Optionally, they enter a passcode to access the self-invite page
They enter their email address and submit
Optionally, their email domain is validated against a whitelist
An invite link is sent to their email address
They follow the link to complete their Omneo profile registration
Tags and statuses configured for the partner are applied to their new profile

Configuration

Corporate Invite partners are configured as JSON in CX Manager under Settings → Plugins → Corporate Invites.

Partner configuration structure

{
  "partner-handle": {
    "name": "Partner Company Name",
    "whitelist": ["example.com", "partner.com"],
    "logo": {
      "mobile": { "url": "https://...", "height": 32 },
      "desktop": { "url": "https://...", "height": 44 }
    },
    "passcode": {
      "title": "Enter your access code",
      "enabled": true
    },
    "landing": {
      "title": "You're invited to join Brand Name",
      "subtitle": "Sign up using your company email to access exclusive benefits."
    },
    "success": {
      "redirect": {
        "url": "https://www.brand.com/",
        "timeout": 10,
        "title": "You'll be redirected to brand.com"
      }
    },
    "secure": {
      "passcode": "1234",
      "invite": {
        "invite_definition_id": 12,
        "meta": {
          "tags": ["partner-staff"],
          "statuses": ["partner_member"]
        }
      },
      "email": {
        "logo": {
          "url": "https://...",
          "width_mobile": 180,
          "width_desktop": 180
        }
      }
    }
  }
}

Key configuration fields

Field	Description
`partner-handle`	URL-friendly slug used in the invite link
`name`	Display name shown to the end user
`whitelist`	Array of allowed email domains. Set to `false` to allow all domains
`passcode.enabled`	Show a passcode entry page before the invite form
`secure.passcode`	The actual passcode value (stored server-side only)
`invite_definition_id`	Omneo invite definition to use for this partner
`meta.tags`	Tags applied to profiles created through this portal
`meta.statuses`	Statuses applied to profiles created through this portal

Portal URL structure

The invite portal URL follows this pattern:

https://invites.getomneo.com/{partner-handle}

Cache refresh

After updating the configuration, refresh the cache:

https://omneo-corporate-invites.appspot.com/api/config/refresh

Or if using a custom domain:

https://partners.your-domain.com/api/config/refresh

Changes take effect immediately after cache refresh. Without a manual refresh, the cache expires after 24 hours.

Email merge fields

The invitation email sent to prospects has access to the following merge fields:

{
  "partner_name": "Partner Company Name",
  "partner_handle": "partner-handle",
  "logo": { "url": "...", "width_desktop": 180, "width_mobile": 180 },
  "domain": "https://invites.getomneo.com"
}

Gorgias

⌘I

Core setup

Profiles and data

Commerce

Incentives

Reactions

Webhooks and events

Frontend & SDK

POS integration

Appointments

Lists

Groups

Feedback

Extensions

How it works

Configuration

Partner configuration structure

Key configuration fields

Portal URL structure

Cache refresh

Email merge fields

​How it works

​Configuration

​Partner configuration structure

​Key configuration fields

​Portal URL structure

​Cache refresh

​Email merge fields

How it works

Configuration

Partner configuration structure

Key configuration fields

Portal URL structure

Cache refresh

Email merge fields