Inviting new Members can lead to a more vibrant and engaged Community. Each new Member brings in new perspectives and ideas, which can help foster creativity and innovation. Inviting new Members can build a sense of belonging, as individuals feel more connected to a Group when they are actively invited to participate.
WHERE TO INVITE MEMBERS
There are two different sections to invite new Members. Please note that these email invites will expire in 7 days for security reasons. If an invited Member attempts to click the link in the invite email after 7 days, they will not be able to join the Group and a new invite must be sent.
INVITE FROM MEMBER LIST
INVITE FROM GROUP MEMBER DATABASE
HOW TO INVITE MEMBERS
LIST OF EMAILS
When managers only have the email addresses for members, we recommend the List of emails option.
- Enter the member Email Addresses into the text box.
- Choose whether to notify Members with an email invite via the Invitation Text toggle.
- Update the Invitation Text as desired.
- Click the Done button.
ADD ONE MEMBER
- Enter the Member Name and Email.
- Choose whether to notify Members with an email invite via the Invitation Text toggle.
- Update the Invitation Text as desired.
- Click the Done button.
FROM OTHER GROUPS
- Click the checkbox next to the desired Member's name.
- Choose whether to notify Members with an email invite via the Invitation Text toggle.
- Update the Invitation Text as desired.
- Click the Add button.
VIA EXCEL UPLOAD
This option directs to the import page with a series of steps to completion.
1. Define Member Fields: This displays the fields on the Registration Form. In an Excel spreadsheet the fields represent the column headings. Think about how to categorize the Member information. Customize the privacy options for each field.
2. Upload File: You can upload either a CSV or Excel file.
3. Match Fields: Once the file is uploaded, the system will automatically recognize the names of the columns. Make sure each column matches the fields.
4. Review and Submit: Choose whether to notify Members with an email invite via the Invitation Text toggle. Then click the Submit button and the Members will be uploaded to the platform.
Note: The platform will check any broken links or missing info and will give a report so the data can be fixed directly in the Excel file, allowing for a re-upload if needed. Additionally, if uploading a list that contains existing Members, the Member information with be overwritten with information from the spreadsheet.
VIA REGISTRATION FORM
- Click Share registration form
- Copy the registration form URL
- Share with others to promote the Group and get new Members to signup.
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