Overview: Nominees, 'Not Joined' Advocates, and Advocates

This article will outline:

  1. The three typical types of users in an AdvocateHub: 
    1. Nominees
    2. Not Joined Advocates
    3. Advocates
    4. Summary
  2. Other options: 
    1. Open Signup

Nominees

Typically, nominees are people who have never been in an AdovcateHub and have not received an invite.

Please note that if SSO is enabled on your hub there may be some extra things you need to think about regarding Nominees, please read more here.


Not Joined Advocates

Once you invite/upgrade a nominee, they are moved from the Nominees list to the main Advocates Tab list, as they become Not Joined Advocates.


Advocates

Advocates are the individuals who have been invited and have signed up to an AdvocateHub. The invitation they use to sign up can be in the form of an Invite URL or an email sent from the Invite Nominees page within the AdvocateHub.

Check out this article to get more info about how you can invite advocates into the hub.


Summary:

Nominees Not Joined Advocates Advocates
Invited? No Yes/No (Please check the Emails Tab in the user's profile) Yes
Joined? No No Yes
Access to Hub? No Yes (upon signing up) Yes
You can find the Nominees list by going to the Advocates page, and clicking on the Action button and click Invite Nominees (keep in mind there is an 'Archived' and 'Active' in the Status filter). You can find both Joined and Not Joined Advocates by going to the Advocates Tab page, and use the Advanced Filtering.

These are the normal flows for your customers as you bring them into your AdvocateHub. However, with Open Signup enabled, a few things change:

Open Signup

Enabling Open Sign-up allows anyone to visit and sign up to your AdvocateHub, with or without an invitation by entering the AdvocateHub's URL. In the Open Sign Up Settings (Admin Name Dropdown > Settings > System > Login / Security), you can configure whether these new users to become nominees or advocates. Visit this article for more details - Enabling Open Sign Up.

For Open Sign Up, you may want to configure the experience for nominees. As a general rule you can toggle the Challenges, Rewards, and Discussions tabs to be visible or not to nominees. This can be configured in New Member Permissions (Settings > System > New Member Permissions). More information on New Member Permissions settings. Then, in each of the main hub areas, you can choose to target specific challenges, rewards, and discussions forums to nominees.

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