Overview

This article guides you through the process of inviting new users to join PostBeyond via email. It outlines the advantages and disadvantages of using email invitations and provides a step-by-step tutorial on how to add users, personalize the invitation, and send it from the platform's team page.

 

Information

How to Send an Email Invitation to New Users

Learn how to invite new users to the platform via email. In this article, we will go over how to invite a small group of new users to use PostBeyond through email.

 

Pros and Cons of Email Invitations

Pros:

• Easy for admins to click and send

Cons:

• Difficult for admins to track who was invited
• Email comes from PostBeyond which can go to spam unless it is whitelisted

 

 

Step 1: Go to your 'Team' page and click 'Invite Users via Email'

To add new members to your team, navigate to the 'Team' page within your account. There, you will find the option to 'Invite Users via Email'. Click this to proceed.

 

 

Step 2: Add Users by Completing the Fields

Enter the required information for each user, including their First Name, Last Name, Email, Role, and any Groups they belong to.

 

 

Step 3: Edit the Invitation Text (Optional) and Enter the Email Addresses of the Users You Would Like to Invite

At this stage, you have the option to personalize the invitation message that will be sent to new users. You can also directly input the email addresses of the individuals you wish to invite to your platform or service.

 

 

Step 4: Click 'Send'

New users will then receive an email informing them about the platform and providing instructions to click on the link to sign up. Please note that this email will always be sent from support@postbeyond.com .

 

 

Helpful Resources

Explore the following resources to get started and make the most out of your PostBeyond experience:

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

 

 

FAQ

How do I start the process of inviting new users via email on PostBeyond?

To begin inviting new users, go to your 'Team' page on PostBeyond and click on 'Invite Users via Email'.

Can I personalize the email invitation sent to new users?

Yes, you have the option to edit and personalize the invitation text before sending it to new users.

What information do I need to provide when adding new users?

You need to enter the First Name, Last Name, Email, Role, and any Groups the new users belong to.

From which email address will the invitations be sent to new users?

Invitations to new users will be sent from the email address support@postbeyond.com.

Who can I contact if I need further assistance with inviting users or using PostBeyond?

For further assistance, you can contact the support team at support@postbeyond.com.