Overview

This article provides a step-by-step guide on how to automatically add new users to a specific group in PostBeyond when they sign up using a special link. The process involves generating a unique sign-up URL for a group, which can be sent to potential new members, ensuring they are added to the appropriate group upon registration.

Information

Users can be automatically added to a group if they sign up through a special link sent to them by the program administrator. This link is generated by administrators and can be sent either from PostBeyond or from your own email account. Any users who sign up with the provided link will be automatically added to the group associated with the link.

Quick Overview

• Create Groups in the platform
• Generate unique Group invite URLs
• Email users by Group from outside of the platform with their respective group invite URL
• Users self-register and they are automatically placed in the correct groups

Pros

• Easy for users to self-register
• Users are grouped on the Team Management page once registered

Cons

• Admin cannot track who has received the group invite link

Step 1: Go to your 'Team' page and click 'Invite via Group Link'

Navigate to your 'Team' page. There, you will find the option to 'Invite via Group Link'. This is the initial step to invite new members to your group.

You will see a list of groups that already have sign-up URLs created for them. If the group you wish to invite users to is listed, please proceed directly to Step 5.

Step 2: Click 'Add'

To proceed with the process, you need to click the 'Add' button. This action will take you to the next step in the workflow.

Step 3: Select the group that you would like to invite and click 'Add'

Once you have identified the group you want to invite, simply click on the 'Add' button to proceed.

Step 4: Copy the URL for Inviting Users to a Group

Copy the URL next to the group you would like to invite users to. Include this URL in any email communications sent to those users. If the Home Group toggle is enabled, the group to which the users are invited will be set as their Home Group.

Users who register using this link will be automatically added to the Group associated with it.

FAQ

How do I generate a sign-up link for a specific group in PostBeyond?

Navigate to your 'Team' page, click 'Invite via Group Link', select the group you wish to invite users to, and click 'Add'. Then, copy the URL provided next to the group for inviting users.

Can I send the group sign-up link from my own email account?

Yes, you can send the generated group sign-up link from your own email account or directly from PostBeyond.

What happens if the group I want to invite users to already has a sign-up URL?

If the group already has a sign-up URL, you can proceed directly to copying the URL and sending it to potential users without creating a new one.

Will users be automatically added to the group after signing up with the link?

Yes, users who sign up using the provided link will be automatically added to the group associated with that link.

Who should I contact if I have questions about the user invitation process?

For questions about the user invitation process, you can contact PostBeyond support at support@postbeyond.com.