Overview

This article provides guidance on how to re-invite advocates who have not joined your program after the initial invitation. It includes instructions for resending invitations directly from the hub or using a personal email or marketing automation system.

Information

Learn how to manage invitations for potential advocates who have not yet joined your program, with step-by-step instructions on resending the invite.

Advocate wants to join, but you can't seem to create a new nominee for them? They may already be a Not Joined Advocate!

If you’ve sent an invitation to a potential Advocate, but they haven’t accepted it or didn’t receive it, you can re-send invitations to Advocates who are Not Joined.

To re-send an invitation, head over to the Advocates Tab. From here, find the Advocate you want to re-invite.

Once you have found the advocate in question, click the Not Joined button under the Advocate’s name. This will open a pop-up window giving you two options to re-invite the Advocate.

First, if you want to re-send the invitation from the hub, choose the sender, subject, and content of the email, and click Send Invite.

Second, you can choose to resend the invitation code yourself. Click the Resend Invitation Code Myself radio button, copy the invite code, and send it to the Advocate through your own Email or Marketing Automation system. This is the same link embedded in the hub’s invitation email.

Keep in mind, re-inviting Advocates in these ways won’t work if you are using the Marketo Integration’s Send Invitation Emails with Marketo feature.

FAQ

What should I do if an Advocate wants to join but I can't create a new nominee for them?

If an Advocate shows interest in joining but you're unable to create a new nominee, it's possible they are already listed as a Not Joined Advocate. You can resend the invitation by following the steps outlined in the Information section.

Can I resend an invitation to an Advocate who hasn't joined yet?

Yes, you can resend an invitation to Advocates who are listed as Not Joined. The process includes options to resend directly from the hub or to copy the invitation code and send it personally.

Will these re-invitation steps work with Marketo Integration?

No, the steps provided will not work if you are using the Marketo Integration's Send Invitation Emails with Marketo feature. In that case, you'll need to follow the specific process for Marketo Integration.