In some cases, you may need to send your Contacts an 'organisation invitation' so that they can link their JoinIn account to your organisation. This articles covers the steps do this!
The most common cases for sending an organisation invitation are:
- Your Contacts have been uploaded to your system and need to be prompted to finish setting up their JoinIn account
- You have marked a Contact as inactive and want them to reconnect with your organisation
Note: To manage and customise your organisation invitation template, go to Home > Settings > Communication > Email Templates.
The specific template you will need is titled 'Organisation Invitation.'
Steps
From the contact record (best used if you are inviting an individual contact)
- Click into the contacts record
- The quickest way to do this is via the main search bar at the top-right of your account
- The quickest way to do this is via the main search bar at the top-right of your account
- Select the 'Actions' button at the top-left
- Choose 'Invite to' > 'Organisation'
From the Contacts page (best used if you are inviting a group of contacts)
- Navigate to Home > Contacts
- Select the checkbox next to the contact(s) you wish to invite
- Open the 'Invite to' tab in the left side-menu
- Choose organisation
- This action will send an email to the address associated with the Account Owner, like the example below:
