Here's what we'll cover in this article:
- Enabling Nominee Nurturing
This section of the article will give a brief explanation of what the nominee nurturing program. It will be broken up into three sections:
- What can I do with Nominee Nurturing?
- What is a nominee?
- How can I target to a nominee?
What can I do with Nominee Nurturing?
Nominee Nurturing helps you leverage your existing advocate base to safely source new advocates. It allows you to get invitations out to customers / end users you may not have known about. For example, you may have sent an AdvocateHub invitation to the purchaser of your product, but this person may have many people working with them who also use the product. If you provide this 'purchaser' with an invite link, they will be able to invite their colleagues.
What is a Nominee?
This will explain what a nominee is in the context of the Nominee Nurturing program. They will have a different experience than nominees when you do not have nominee nurturing enabled. For more information about regular nominees, take a look at this article.
With the Nominee Nurturing feature enabled, a nominee will be able to access your AdvocateHub via their web browser. Nominees can also access your Hub using the Maven app if they have already signed up to your Hub via the web. They will be able to see only challenges and rewards which are visible to nominees.
How can I target to a Nominee?
When configuring challenge and reward targeting settings, check the box beside, Nominees in the Who should see this challenge? section as seen below.
Enabling Nominee Nurturing
- Enabling the Advocate Invite Link for Individual Advocates
- Enabling the Advocate Invite Link for Multiple Advocates
- What will your advocates see and do?
In this section, we will discuss how you can enable and configure the Nominee Nurturing feature in your AdvocateHub. Currently, this is a Beta feature and cannot be enabled without assistance by the Influitive team. Please contact firstname.lastname@example.org to enable the feature in your hub.
Once it is enabled, you may make nominee invite links available to advocates.
Enabling the Advocate Invite Link for Individual Advocates
The process to make the nominee invite link available for advocates is quite straightforward. Begin by navigating to the advocate's profile. From there, find the Advocate Permissions section of the right sidebar.
By default, Advocate Invite is disabled. To enable it it, simply click on the Enable button, as seen above. This will make an invite link available on this advocate's homepage (on the left sidebar). It will look like this:
Enabling the Advocate Invite Link for Multiple Advocates
The ability to enable invite links for advocates can only be completed one-by-one using the process documented above.
You will require assistance by the Influitive team should you wish to enable invite links in bulk. We can enable in bulk for:
- Everyone in your Hub
- Specific groups
- Specific advocates - Please provide a CSV file containing names and emails.
What will your advocates see and do?
Once you have enabled invite links for an advocate, advocates will see the invite link on the left sidebar of their Hub homepage (as depicted
They will be able to give this link to their colleagues and peers. When the person they invite clicks on this link, they will be able to sign up as a nominee - not an advocate.
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.
- What can the Nominees access?
- What can the Nominees not access?
- Upgrading to an Advocate
This section of the article covers what Nominees invited through the Nominee Nurturing program can and cannot do.
Nominees that are invited through the Nominee Nurturing program have a very similar experience that of an advocate. Here is an outline of the differences between the permissions enabled for nominees and advocates.
What can the Nominees access?
- Challenges that are targeted to them
In every challenge you create, you can choose to target them to nominees. You can do so by select the following checkbox in the challenge targeting section.
Note that you only target challenges to all nominees or no nominees; there is currently no way to target to select groups or individual nominees.
- Rewards that are targeted to them
You can target rewards to nominees in the same way that you would for a challenge. When creating your reward, go to the Eligibility tab and select the nominee checkbox, as seen above: it is the same checkbox as for challenges. Rewards are also limited to being awarded to every nominee or to no nominee.
- Badges & Levels
Nominees have access to all the badges and level capabilities that advocates have. However, the fact that they are nominees overrides any specified level permissions set up for advocates.
What can the Nominees not access?
Nominees do not possess a leaderboard. The spirit of nominee nurturing is for them to understand how the program works, not to start competing with other nominees or advocates in the program for top leaderboard spots. This is definitely a perk that can be mentioned when encouraging nominees to do acts of advocacy to earn the title of Advocate.
- Private Communities
There is currently no way for nominees to participate in private communities. They can, however, participate in public communities (beta feature) that are visible to even people outside the Hub.
Upgrading to Advocate
When you decide to upgrade a nominee to the status of a full advocate, they will receive this notification the next time they are logged into the Hub, or in real time, if they are logged in. It is presented as a feature/level upgrade rather than a change in permissions; this is to allow a more seamless transition from nurtured nominee to advocate.