Create your verification
- Click New verification and pick your check. Creating a verification walks the wizard, and Configuration explains each setting.
- Choose No code when the wizard asks how the check will reach people.
- Add your logo and company name so the check carries your brand. Branding your check shows what each part controls.
- Continue through to Integration.
You now have: a live verification, branded as yours.
Switch the method to Existing users
- Click Switch method and choose Existing users.
- Set where people land after they verify, under Lands on, with Edit. If you leave it unset, people see the default finish screen.
You now have: the import view, ready to take your list.
Switch method: pick Existing users. You can switch back any time.
Add your people
- Paste your list, or click Upload CSV. Whole spreadsheet rows are fine, with or without a header: we work out which column holds the email and keep anything else useful on the row, like an IP address, so you can compare it against what we see when they verify.
- Click Add people.
You now have: your people imported, each with their own locked link, and nothing sent.
Link the address your invites leave from
- Click the address shown in the header, next to Send unsent. The Senders panel opens.
- Add your address with Add sender and confirm it. When it reads Confirmed. Ready to send, you can send.
- To send from your own domain, publish the TXT and CNAME records shown under Your own domain with your DNS provider, then click Re-check. Each record flips to Live once it is seen. You can send before the records are live, and having them in place keeps your invites out of spam, so plan this in before a large batch.
You now have: a confirmed From address your invites will leave from.
Send, and watch the results come in
- Select the people to invite, or use Send unsent to reach everyone you have not contacted yet.
- Click Send. The dialog shows who is getting it and the address it leaves from.
- Pick the message under Message: Initial invite for a first ask, or the re-verification message for people you are inviting back. Edit opens the copy so you can make it yours.
- Confirm the send.
You now have: invites out, and results arriving on Activity as each person verifies. That’s the whole setup.