How to Activate Users
If you are running a pre-launch campaign, you can change a user's status from Invited to Active to reflect that they have used their invitation code code and are actively participating in your beta. This is a great way to identify users who have actually accepted the invitation to your beta. Also, checking in a user each time they log into your site is a great way to track visits and retention over time.
Note: Only existing users in either the Imported, Applied, Invited or Rejected status can be activated or changed in the Active status. New users can be created in the Active status directly.
Option 1: Install a Tracking Pixel
This is the best option if you would like to check-in users from your front-end application code. The tracking pixel can be installed in seconds and is completely invisible.
Simply copy and paste this code on any page on your site where you'd like to tell us that a user is participating in your beta. Of course, be sure to set the email address for the currently logged-in user on your site.
<img height="1" width="1" alt="" style="display:none;" src="https://i.prefinery.com/projects/PROJECT_UID/users/checkin.gif?email=EMAIL" />
Be sure to replace both PROJECT_UID and EMAIL with the UID of your project (found on the General Project Settings page available via the Settings -> Project Settings menu in the upper-right corner of the page) and the email address of the user to activate, respectively.
Option 2: Use the API
This is the best option if you would like to check-in users from your back-end application code, where installing an image would be impossible.
Read the API documentation, here.
Option 3: Use a No-Code Automation Tool
If your no-code automation tool supports HTTP requests (like Webhooks by Zapier), then you can utilize our API to update a users status.
Check out our full guide here: How to use the Prefinery API with No-code Automation Tools
Option 4: [Manual] Import/Reimport User in Active Status
You can manually change a user's status to Active by either directly importing them in that status if they don't yet exist on the campaign, or reimporting them in that status if they already exist in the campaign. Here's how you can import or reimport users: How do I import my email list into Prefinery?
Option 5: [Manual] Activate User from the Dashboard
You can navigate to any of the Audience sub-pages in your project dashboard, find and select the user(s) you want to activate, then user the Actions menu to Activate them.