How to Invite New Members to Your Community Group

How to Invite New Members to Your Community Group

Introduction

Building a strong community is key to fostering collaboration, sharing knowledge, and creating a sense of belonging among members. Our platform offers a simple and efficient way to expand your community by inviting members via email or link. This guide will walk you through the steps to invite individuals to your community using these features.

Inviting Members via Email

Step 1: Access the 'People' Tab

1. Log in to your account and navigate to Memberships > Communities > Groups.

2. Select the community group where you want to invite a member.

3. Access the People tab within your community to manage your members.

Step 2: Initiate the Invitation Process

1. In the People tab, locate and click the Invite Member button to start adding new members.

Step 3: Enter Invitation Details

1. After clicking Invite, you'll be prompted to enter the invitee's name and email address. These details help personalize the invitation.

Step 4: Grant Admin Privileges (Optional)

1. You have the option to grant admin privileges to the new member, giving them enhanced access and control within the community.

Step 5: Send the Invitation

1. After entering all necessary information, click the Invite button to send the email invitation.

Invitation Flow and Scenarios

• Scenario A: New Users

  • If the invitee hasn’t signed up for the platform yet, they will receive an email with an Accept Invite button, which will guide them through the account creation process.

• Scenario B: Existing Users

  • Existing members will be redirected to the community via a magic link after clicking the Accept Invite button.

Note: Email invitation links expire after 30 days for security purposes.

Inviting Members via Link

Step 1: Access the 'People' Tab

1. Navigate to the People tab within your group.

Step 2: Generate an Invite Link

1. Click on the Invite option, then select Invitation Link to generate a unique link.

Step 3: Share the Invite Link

1. Copy the generated invite link and share it through various channels such as email, messaging apps, social media, or any other preferred method.

Invited Members' Experience

For those receiving an invite via a link, here's what they can expect:

1. Click on the invite link you received.

2. A personalized pop-up modal will appear with the following options:

   • Option 1: Sign up for a new account if you are not yet a member.

   • Option 2: Log in with your existing credentials if you are already registered.

Note: Even when using invite links, the standard approval process applies for private groups, ensuring only approved members gain access.

Frequently Asked Questions (FAQs)

• Q: Who can use the email invitation feature?

  • A: Admins and Owners of the community have access to this feature.

• Q: Is it possible to invite multiple people simultaneously?

  • A: Yes, you can enter multiple email addresses one after the other during the invitation process.

• Q: How can I revoke an invitation?

  • A: The system doesn’t support revoking invitations. If necessary, you should follow up with the invitee and request they ignore the invitation.

• Q: What if the invitation isn’t accepted within 30 days?

  • A: The invitation link will expire. You will need to resend the invitation.

• Q: Can the invitation email be customized?

  • A: The invitation message is standardized and cannot be customized at this time.

• Q: Can I later grant admin privileges if not done initially?

  • A: Yes, you can update member roles and grant admin privileges at any time after the invitation is accepted.