Inviting Unregistered Members to the Hub

Customer Success Advisor
Customer Success Advisor
  • Updated

There are three ways to invite new members within the Hub: 

1) Invite with email:

Navigate to the member's profile, then: 

  1. Click Send Invite (or Re-Send Invite

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  2. Input your member's preferred email address

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  3. Click Send Invite

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  4. Your member will receive an invitation that looks like this and will be able to complete their registration by clicking Accept Invite. 

InviteEmail_mock.png

Please Note: Your photo and business branding will be prominent on the email so be sure your profile photo is up to date. If you do not have a photo your initials will be used. To add or modify your photo simply click on your name in the top right corner of your Hub.               

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Invite Cadence: The Hub will send out five friendly reminders over 16 weeks to keep your members engaged and on track. Members can unsubscribe if they do not want to receive them. They will only ever go into this reminder cadence one time.

Cadence Timeline:

3 days after initial invite

5 days after initial invite

2 weeks after initial invite

13 weeks after initial invite

16 weeks after initial invite

You can see when the next auto-invite will go out under the “Resend Invite” button on the member profile.

After your member successfully completes their registration, their account will be updated and the Send Invite button will no longer be applicable.

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2) Invite with link:

Navigate to the member's profile, then: 

    1. Click Send Invite (or Re-Send Invite

      Screen_Shot_2021-10-12_at_4.34.40_PM.png

    2. Click Copy Invite Link 

      Send_Invite_-_Copy_Link.gif

    3. Paste the member's link into your own outside email or text messaging service.

3) Create Invite Automations

Navigate to Manage> Automation>Add. From there you will see two options: Invite At Activity Loop and Invite at Point Award.

 

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Please click here for step by step instructions on setting up Automations. 

Please feel free to reach out to us at support@practicegenius.com if you have additional questions.