Setting Up the Invite Automation Workflow

Learn more about inviting users from the database to foster an active community.

Basudha Sakshyarika avatar
Written by Basudha Sakshyarika
Updated over a week ago

Step 1: Accessing the Automation Menu

  1. Go to "Communication Center"

  2. Select "Sent Emails" from the admin dashboard.

  3. Click on the "Automations" tab.

Step 2: Initiating the Invite Workflow

  1. Inside the Automations tab, either select the "Get Started" button or the + icon.

  2. Choose the "Invite members to sign up to the platform" workflow.

  3. Click on "Select".

Step 3: Configuring the Automation

  1. Choose the email group for sending the invite.

  2. Name this automation.

  3. Select "Next" to continue.

Note: When using an existing email group, contactable members that have not signed up will receive this email invite.

Step 4: Setting Up the First Email

  1. Customize the initial email in the workflow.

  2. Set the sending date and time.

  3. Optionally adjust the subject line and content.

  4. Save and click "Next".

Step 5: Configuring the Follow-up Email

  1. Design the second, follow-up email.

  2. Pick the sending date, time, and modify the subject and content as needed.

  3. Click "Next" to move forward.

Note: The follow-up is not sent to those who have already signed up after the first email.

Step 6: Adding a Final Follow-up Email (Optional)

  1. Decide on including a third email.

  2. If chosen, determine the sending date, time, subject, and content.

  3. Click "Next" to proceed.

Step 7: Reviewing the Campaign Overview

  1. Examine the schedule and details of each email.

  2. Edit or send test emails if required.

  3. Confirm and schedule the automation as prompted.

This automated sequence aids in engaging alumni, inviting them to join and engage with your platform.

Please write to us at or through the Chat πŸ’¬ if you have any queries or concerns about adding funds. πŸ˜„

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