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Inviting members to your AdvocateHub

Overview

This article provides a detailed guide on how to invite members to your AdvocateHub using Influitive's platform, including methods such as sharing a unique invite URL, utilizing the manual and bulk upload options of the "Nominee" system, and strategies for re-inviting advocates. It also discusses segmentation techniques to target specific groups and enhance the onboarding process for new advocates.

 

Information

  1. Inviting Advocates with an Invite URL
  2. Inviting Advocates using Influitive's "Nominee" System
    1. Manual Option
    2. Bulk Uploading / Inviting
  3. Re-Inviting Advocates
  4. Other Ways To Segment

 

 

1. Inviting Advocates with an Invite URL

Sending an Invite URL is the easiest way to invite advocates to a group. The codes for Invite URLs are made when creating groups .

The Invite URL can also be found on the bottom-right corner of the Group page, where it can be edited as well as copy and pasted for sharing.

 

2. Inviting Advocates using Influitive's "Nominee" System

If you choose to import/ add your nominees using the built in features of Influitive, there are two options available to you. You can import a list of advocates using the Import feature or, if you are going to be more selective, you may chose to input the names of your advocates one by one.

Let's look at both options below.

a) Manual Option (i.e. adding / inviting advocates one by one)

To individually input names, select Advocates from the Admin view, Actions button and then select Invite Contacts .

You'll then be directed to a Invite Contacts page.

To add people to this list, select Add a new Nominee .

A pop-up window will appear. Fill out the form with all the information that you have. There are only a few required fields – Email and Name . You can further customize their advocate profile by selecting Advanced on the form. You can also select the Language of the Hub member you're going to invite. This way, when they joined, they will see the translated invitation email and challenges based on the Language selected. To customize the translations, please see - Multilingual .

When you've filled out the form, select Add Advocates to return to the previous screen. From there, select the contacts that you would like to invite into Influitive by checking the box beside their name and select Invite & Upgrade . You can use the filters on the left-hand side of the screen to narrow down your list of nominees.

Upon clicking Invite & Upgrade , a pop-up Invitation Confirmation window will appear, in which you may preview and edit the email before sending the invitation.

b) Bulk Uploading / Inviting of Contacts

If you’d like to invite a group of advocates, you can use our import feature . When you do this, all of the advocates that you import will be added to your list of advocates . They will not be added to your list of nominees . You can choose to email them during the import feature, or, after the import is complete. You can also email them separately with a Group Join Code URL for Influitive.

After selecting the Advocates T ab from the Admin tool bar, select Actions which will bring you to a drop down menu, then choose Import Advocates .

This allows you to import a list of potential advocates in a .CSV file. There is a template of the required format when you click into Import Advocates . The required spreadsheet includes: name, email, company, and title and any Custom Profile Fields that you have.

In the window that opens, you can indicate if you would like to add the advocates into specific groups. You can also choose to send and set up an email to the advocates as soon as they have been added. When you're happy with the file and its related details, select Import . All those listed in the CSV file will appear in your advocate list as Not Joined until they login for the first time. For information on how to re-invite advocates who have not joined, see here .

There is no limit on the number of advocates that can be uploaded in bulk. However, too many at once increases the possibility of an error - it is best practice to keep the number of advocates below a threshold of 3000 people.

Please note that if SSO is enabled on your hub, there may be some extra things you need to consider about regarding Nominees, read more on this here
 

 

Re-Inviting Advocates

If you've already invited an Advocate, but they have not yet joined the hub, you can manually re-invite them following the steps outlined in this video:

Other Ways To Segment

Here a couple of other ideas on how you may want to segment your Advocates in certain scenarios:

If you can set up your Targeting prior to asking Advocates to join, then you can simply provide them with an invite where you are not choosing to add them to a group(s) upon upload. Once they sign up to Influitive, any targeting that applies to them will kick in and they will be allocated to the applicable groups automatically.
An example of this would be if you wanted your Employees to be added into a specific group. You could follow these steps, using Influitive as the company for the example:
  1. Create a group named 'Employee'
  2. Set the targeting to make this group targeted to anybody who has '@influitive.com' in their email address (Email - Contains - @influitive.com).
  3. Invite the Advocate
  4. They go through the sign up process and become an Advocate
  5. Once they become an Advocate they will automatically be added into the "Employee" group

Another option is to have all your Advocates see a few challenges once they access Influitive. These challenges should be targeted to "Everyone". The challenges might ask an advocate to answer questions , and the answers to these questions can determine which group an advocate is added to.

For example, you could have a challenge asking what Geographical region the Advocate is in, whether they are an employee or a partner etc. Then have a group called 'Employee' and anybody who answered with 'Employee' for this question will be added to this group and the appropriate challenges will be unlocked.

 

FAQ

What is the easiest way to invite advocates to my AdvocateHub?

The easiest way to invite advocates is by sharing a unique invite URL that is generated during the group creation process or found on the Group page.

Can I invite multiple advocates at once to join my AdvocateHub?

Yes, you can use the bulk upload feature to invite multiple advocates at once by uploading a .CSV file with their details.

How can I re-invite advocates who haven't joined my Hub yet?

You can manually re-invite advocates by following the steps outlined in the video tutorial or the relevant article provided.

What are some ways I can segment advocates before inviting them to my Hub?

You can segment advocates by setting up targeting prior to their invitation, or by presenting them with targeted challenges once they access Influitive, which can sort them into appropriate groups based on their responses.

Is there a limit to the number of advocates I can invite using the bulk upload feature?

There is no set limit to the number of advocates you can upload at once, but it is recommended to keep the number below 3000 to minimize errors.

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  1. Priyanka Bhotika

  2. Posted
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