Inviting Nominees and Advocates into your AdvocateHub
This article will cover:
There are a few different methods you can use to invite advocates into your Hub. We'll discuss them in this article, and you can also see them in action in the video below:
1. Inviting Advocates with an Invite URL
2. Inviting Advocates using AdvocateHub's "Nominee" System
If you choose to import/add your nominees using the built in features of AdvocateHub, there are two options available to you. You can import a list of advocates using the Import feature or, if you are going to be more selective, you may chose to input the names of your advocates one by one.
Let's look at both options below.
a) Manual Option (i.e. adding / inviting advocates one by one)
To individually input names, select Advocates from the Admin view, and then select Invite Nominees.
You'll then be directed to a Nominees page.
To add people to this list, select Add a new Nominee.
A pop-up window will appear. Fill out the form with all the information that you have. There are only a few required fields – Email and Name. You can further customize their advocate profile by selecting Advanced on the form.
When you've filled out the form, select Add Nominee to return to the previous screen. From there, select the nominees you would like to invite into your AdvocateHub by checking the box beside their name and select Invite/Upgrade. You can use the filters on the left hand side of the screen to narrow down your list of nominees.
Upon clicking Invite/Upgrade, a pop-up Invitation Confirmation window will appear, in which you may preview and edit the email before sending the invitation.
b) Bulk Uploading / Inviting of Nominees
If you’d like to invite a group of advocates, you can use our import feature. When you do this, all of the advocates that you import will be added to your list of advocates. They will not be added to your list of nominees. You can choose to email them during the import feature, or, after the import is complete. You can also email them separately with a Group Join Code URL for your AdvocateHub.
After selecting the Advocates tab from the Admin View tool bar, select Options which will bring you to a drop down menu, then choose Import Advocates.
This allows you to import a list of potential advocates in a .CSV file. There is an template of the required format when you click into Import Advocates. The required spreadsheet includes: name, email, company, and title.
In the window that opens, you can indicate if you would like to add the advocates into specific groups. You can also choose to send and set up an email to the advocates as soon as they have been added. When you're happy with the file and its related details, select Import. All those listed in the CSV file will appear in your advocate list as Not Joined until they login for the first time. For information on how to re-invite advocates who have not joined, see here.
There is no limit on the number of advocates that can be uploaded in bulk. However, too many at once increases the possibility of an error - it is best practice to keep the number of advocates below a threshold of 3000 people.
Please note that if SSO is enabled on your hub, there may be some extra things you need to consider about regarding Nominees, read more on this here.