Skip to main content
Question

Is there a way to add or invite a user to your community platform

  • January 14, 2022
  • 9 replies
  • 263 views

I’m trying to see if there is a way to add or invite someone to the community beyond a CSV upload.  If there are one or two people creating a CSV every time seems inconvenient. 

Is there a way to add an external user that’s not a team member in a singular fashion?

 

Thank you!

9 replies

SmartlyGreg
Forum|alt.badge.img
  • Helper ⭐️⭐️⭐️
  • 201 replies
  • January 15, 2022

@andre.gerard Not exactly the same but could be a nice complement to the this idea I started recently:

This could essentially be a form that would technically be usable by admins too to add a single user at a time without a CSV import!

 

Hope it helps!


  • Author
  • Contributor ⭐️⭐️
  • 8 replies
  • January 18, 2022

Thank you for providing this, but this does not so much answer the question.  Appreciate this info. however.

 

 


Blastoise186
Forum|alt.badge.img
  • Helper ⭐️⭐️⭐️
  • 538 replies
  • January 18, 2022

Hi,

I think I have a partial answer to your question. It’s a bit of a hack but it might work. The closest I can think of would be to have a Group for which you can get an invite link, then send that out to potential users via your preferred method. This would technically “invite” a new user in, but also means you have a random group with no other purpose.

Your other option might be to use external tools to identify potential users and invite them in by recommending they join the community.

Otherwise, there’s not really anything else I can think of right now. If it’s just one or two users every so often and they don’t need Control access, it’s probably easier for them to self-register than it is for you to use a CSV upload.


SmartlyGreg
Forum|alt.badge.img
  • Helper ⭐️⭐️⭐️
  • 201 replies
  • January 19, 2022

@Blastoise186 OI’d be concerned of the experience these prospective/ new users have with this hack. 

Having said that perhaps if you do not use groups for anything else and hide the group interface in the front end then you could actually repurpose the Group Invite email for only this purpose! That would make for a pretty solid UX. (I’m quite sure I’ve done more ugly hacks myself...)

Still feel like there could be room for an existing user based invite / referral form like I suggested, since that could be used by community moderators too!


Blastoise186
Forum|alt.badge.img
  • Helper ⭐️⭐️⭐️
  • 538 replies
  • January 19, 2022

It would be nice! Personally, it’d definitely be a lot more elegant than my ugly hack, but at least it’s a stopgap for now… Sort of...


  • 0 replies
  • January 23, 2022

We have a Typeform in our community that does that. It enables folks to refer someone to the community and the output is an email sent to the person referred (we also award a badge to the referrer when the person joins). It’s a simple yet effective workaround you could try. 
 

 


SmartlyGreg
Forum|alt.badge.img
  • Helper ⭐️⭐️⭐️
  • 201 replies
  • January 23, 2022

@Scott Baldwin thats what I need! Cherry on the cale with the badge, love it! 


alison.mancinelli

@Scott Baldwin how are you tracking who sent the original referral, just trying to connect the dots. 


  • 0 replies
  • April 19, 2022

@alison.mancinelli we ask that in the form (who they are, and who they are referring)


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings