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Sebastian
Helper ⭐️⭐️⭐️
Aug 20, 2021 10:16 AM UTC
Tutorial

Invite users to groups using invite links

What are group invite links:

Invite links are an easy way to invite users to groups.

Any end user who clicks on a group invite link will automatically become a member of the group without having to click "Join" (public groups) or "Request to join" (private groups). 

For private groups, the invite links allow the applicant to bypass community manager approval.  End users automatically become group members, once they click on the join link.

 

When to use group invite links:

Invite links are available for public and private groups. You should use invite links if you aim to get as many members as possible to join your groups. We do NOT recommend using invite links for groups containing sensitive information. Invite links should be used for groups that are interests, role or location based (for ex: Amsterdam group, Designers groups).

 

Where get to the invite link:

  1. Go on the Group detail page in Control
  2. Click "Invite members" on the top right
  3. Copy the invite link
  1. You can now share this link with anyone

Important: The link will does not expire. You can't revoke the link. 

This link is not specific to the user. Any user who has access to the link can join the group.  

 

How end users will use that link:

  • If the user is a registered user and is logged in

When clicking on the link they will be added directly to the group. A success message will inform them they are now a member.

Example of Success message
  • If the user is a registered user and is NOT logged in

When clicking on the link they see the pop up indicating that they need to log in to join the group. 

Once logged in, they will be redirected to the group page.  A success message will inform them they are now a member.

Steps when a registered user is not logged in
  • If the user is a not a registered user 

When clicking on the link they see the pop up indicating that they need to log in to join the group. If they are not registered yet, they can create an account.

Steps when a non registered user needs create an account

Your regular registration process applies. The user will go through the regular registration flow. 

For example: If you require registration approval, that process will apply.

Once the registration flow is completed, the end user will be a member of the group. A success message will inform them they are now a member.

The success message will appear when the user returns to community, once their account and or email is approved

 

Side note for private communities:

Your regular registration process applies. The user will go through the regular registration flow. 

For example if you don't allow registration, users will not be able to create an account. Another example, if registration is possible with an unlock code, that code will be needed to create an account.

37 replies

security_lion
Helper ⭐️⭐️
Sep 15, 2021 5:17 PM UTC

@Marion Frecaut Thank you for the prompt response! :grinning: The capabilities of the upcoming beta might fit our needs. Looking forward to it.

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Sep 16, 2021 2:30 PM UTC

Love the invite link option! Just need some more Groups changes to happen like visibility of a group being Hidden and the ability to organize the Groups page and we’ll be in much better shape!

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Sep 16, 2021 2:42 PM UTC

@Marion Frecaut which roles can invite end users to groups in Control? Can a moderator role do this?

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Helper ⭐️⭐️⭐️
Sep 16, 2021 2:48 PM UTC

@Scott Baldwin Hidden groups and organising the group overview in section is coming in the next quarter. I'm looking forward to sharing more on this :)

We discussed the moderator role in another topic but I will reply here too for the other interested: Currently only community managers and admins can access the group details pages in Control. So moderators can't send invite emails to users. They can however share invite links, anyone can share links.

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Contributor ⭐️⭐️⭐️
Sep 20, 2021 7:36 PM UTC

Hi @Marion Frecaut,

We will be testing this (very) soon. Thanks for the update :)

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Ebbe
Helper ⭐️
Jul 13, 2022 1:41 PM UTC

Hi there,

We are going to use the invite link soon. There is one thing I can’t figure out. When you are not logged in and you click on the invite link, you see a pop up. I want to adjust a sentence. Is there a way to do it? I've checked at ‘phrases’, but it's not there. Is there a way to do it?

It's the second sentence I want to adjust (it's not correct Dutch)

Thanks!

Ebbe

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Contributor ⭐️⭐️
Jul 18, 2023 8:25 AM UTC

@Nadia Nicolai could you enable this feature for us?

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Nadia Nicolai
Gainsight Employee ⭐️
Gainsight Employee ⭐️
Jul 21, 2023 9:22 AM UTC

Yes, all set and done @basharmsen 

PS: please bear in mind that we don't have a way to have this link expire or be reset!

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Eva
Helper ⭐️
May 13, 2024 7:09 AM UTC

Hello,
so the invite link is currently available in public and private groups.
What about hidden groups? 
 

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Kenneth R
Expert ⭐️⭐️
May 14, 2024 8:53 AM UTC

Hi @Eva - the invite links aren’t currently available for hidden groups.  Those links are designed to maximise membership in an open way, which somewhat runs counter to the principle of hidden groups.  Is it an important use case for you?

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