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titleNote

To be able to invite someone to your group, you first need to have properly set the invitation workflow.

You can find the guide right here: How to set up the invitation workflow for your group

If your invitation workflow is already set up, you can continue here.

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Step 1:

To create proper notifications, let's find Find your group and get to the Advanced setting of it. You will find the "Notifications" settings there. Click on it.click the "Members" button in the basic setting.


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Step 2:

In the Members configuration of the "Notifications" settings you have two choices:

Copy the existing notification settings from any existing properly set Group you are already admin of → click on the grey button "

group, you can click on the green "Invite" button and it will roll out two options:

  • Invite one specific member by her/his email → click the "Invite member
Copy from Organization/Group
  • ..." button and
go
  • continue to Step 2.1
Create a new notification settings by yourself
  • Invite multiple members by their emails → click on the
green button
  • "
Add
  • Invite multiple members..." option and
go
  • continue to Step 2.2

You would need two notifications set:

  • Invitation - a user will get that message when you'll invite her/him
  • Approved - a user will get that message when you'll approve his registration form (both manual or automatic)
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Note: You can modify it later no matter what way it was created. 


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Note: This way you will copy all notifications setting from the source group. You can remove those you don't need later.

To invite a specific person to your group, you need to fill some information:

  • Name of the person - will be used in the content of the invitation message
  • Email of the person - email to which the invitation will be send
  • Language of the email - the supported language of the invitation (normally we have only one in English)

Click on the green button "Invite" to send the invitation to that person.

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Step 2.1:

Copy the existing notification settings from any existing properly set Group.

You need to find the existing notification first:

  • Choose a proper "Source organization"
  • Choose a proper "Source group"
  • Click on the green "Submit" button to create a copy for your Group

In this example, we have copied two notifications (both are needed):

  • Invitation (for a user)
  • Approved (for a user)
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Step 2.2:

Create a new notification settings by yourself.

We need to create two notifications by ourselves one by one:

  • Invitation (for a user)
    • Email type: Invitation / user
    • Application type: Initial
    • Sending enabled: checked
  • Approved (for a user)
    • Email type: Approved / user
    • Application type: Initial
    • Sending enabled: checked

To invite multiple persons to your group, you need to fill some information:

  • Email and Name of each person in specific format per line of the proper text are → "email;name"
  • Language of the email - the supported language of the invitation (normally we have only one in English)

Click on the green button "Invite" to send the invitation each person in the list you inserted (one email per line).


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Note: After clicking on the "Invite" button to confirm sending of all emails, you will get also a report which you can download and check status of all sendings.

If the status next to the email is "OK", the email was sent without a problem. If there is something else, please check the email address and try to send it again separately using Step 2.1

Then click on the green button "Create" for both notifications.



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Note: You can add tags inside the message where the content of the tag will be replaced by the proper value in the system.

For example if you use tag {displayName} it will be replaced by the proper name of the user when send

Wait for users to respond to the invitation email.

User will get the email regarding the set up of the invitation flow. You can see an example here.


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Step 3:

Create or change the subject and body in your newly created/copied notifications.

To properly set up your notifications text, you need to:

  • Click on the notification you want to change
  • Select a tab with language of the notification for which you want to set up the message (at this moment we do support only English -> click on "Language: en")
  • Set up the "Subject" of the notification
  • Set up the body "Text" of the notification
  • Save the changes by clicking on the green button "Save"
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Warning

Important: Always add the invitation link tag {invitationLink} to your message. Otherwise users won't be able to access the registration form and complete the registration The invitation link has limited lifetime. If the invited person choose to not use it or use it too late, you will not get that information. You need to check by yourself in the Group if the person is already a member or not yet. You can always resend the link again.



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