GROUP MEMBERSHIP | INVITE MEMBERS

To invite members, simply click the "+ Members" button in the top of the middle panel (next to the group name).

A pop-up will appear. Click the green "+" button to add email addresses.

A window will appear, allowing you to type email addresses. If you have email addresses in a list somewhere, simply copy and paste them in here and click "Add to List".

Email addresses of invitees will be added to the list. On the right, you can customize the email that will be sent to members. You can preview this email and send it when you are ready.

Members will receive your email in their inbox and they can click the link in the email to sign up for your group.

When they click the link in the email, your group-branded invite (setup in the Design tab of group settings) will appear. If they do not already have an account, they will be asked to setup their User ID and Password. This allows them to log into the group login page at http://groupid.convos.com.

Step 1: Create their account

Step 2: Complete their member profile

Once they create an User ID and Password, they will be asked to complete their member profile for the group. As you recall, you can setup custom profile fields to collect information from members when they join the group.

When the invitee completes their member profile and clicks finish, they are asked to log into the group from the group login page. This allows them to experience logging into the group interface first-hand and bookmark the page for themselves.

When a member logs into your group for the first time, we present a Quick Guide to show them where to find the key functionality in MyDashboard.

When they select your group, we present a Quick Guide to show them where to find the key functionality in the group.

 

NEXT: PENDING MEMBERS >