Sending Invites

As a Community Manager, you will usually send invites based on a list of email addresses. If you do not need to import any member information (i.e. if you will collect everything you need to know in the community), then this is the simplest way to go. If you want to send many invites at once or if you want to import profile fields along with the invites, you may choose to import your members from a CSV file.

To create and send an invite based on email address(es), go to the admin section of your platform and follow the steps below:

  1. Go to Manage at the top menu in Admin.
  2. Choose Invites at the left menu.
  3. Click Add Invite in the overview. You can fill in the email address or email addresses (separated by commas) of the member(s) you want to invite to your community.create and send an invite based on email address
  4. Add multiple email addresses to the invite by separating the email addresses with commas.
  5. Choose a default language for your invite.add multiple email addresses to the invite
  6. Choose which User Role your invited users will get.
  7. When you have created User Groups, you can categorize your invited users.choose which user role your invited users will get

Default invite message

The text of your invite message will contain default message from:

  1. Go to Configure at the top menu IN Admin.
  2. Choose Default Messages at the left menu.

You can change the invite message for this invite, but we strongly recommend to not change or copy paste the accept and decline links, since the link might break and the member won’t be able to sign up. You can choose a language, user role and user group(s) and send the invite with the Send invite button in the upper right corner.

default invite message

Converting to invites vs. Sending invites

You can either convert data to invites or send invites immediately. The difference between the two lies in the moment of sending. If you choose to convert data invites, you will find all of the automatically generated invites with unique registration links per user displayed by following the steps below:

  1. Go to Manage at the top menu in Admin.
  2. Choose Users at the left menu.
  3. Choose Recruitment.

If you choose to convert data to invites, you will find all of the automatically generated invites with unique registration links per user displayed by following these steps:

  1. Go to Manage at the top menu in Admin.
  2. Choose Users at the left menu.
  3. Click Invites. You can now see that all of them are displayed as sent zero times.

You decide when you want to send these invites and whether you want to adjust or edit them beforehand. If you choose to send invites immediately, you will see that all of these invites will be sent with the same invite text and under the same role immediately after you hit the Send button.

The invites will then be displayed at the Invites page as already sent one time.

Want some more information about invites?

Read our blog post about absolute do’s for managing your online community.

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