About This Feature
Invites allow you to send a personalized invitation to a new Member of your Community; the following options are available in Disco:
Use a shareable Invite Link
Email personalized Invites
Bulk Invites with a CSV file
How It Works
Once you have selected the best option to invite new Members to your Community and the Invites have been processed, you can:
- Use this area to invite new Members or Admins to your community.
- Easily track the Invites you sent and where they have joined from (email or invite link).
- Resend an invitation to someone who hasn't accepted it yet, or delete an invitation if it is no longer relevant.
How To Steps
Use a Shareable Invite Link
Invite Links provide a unique registration link to prospective Community Members. It is important to note that Community access must be set to Private for this feature to work as intended.
Step 1: Set Your Community to Private. Navigate to General Settings > Community Access to set your Community to Private:
Step 2: Access the Invite Pop-up Modal. Navigate to Members > Invites and click on the "+ Invite" button at the top right of your screen:
Select “Invite Link” from the options available in the top selector:
Step 3: [Optional] Edit the Link Preview And the Community Registration Page to personalize the experience for your invitees and provide specific instructions or information about your Community:
Step 4: Copy the Link that can be shared with potential new Members for direct access to register and become part of your private Community:
Send Personalized Email Invites from Disco
Step 1: Access the Invite Pop-up Modal by navigating to the Members > Invites page, then click the "+ Invite" button at your screen's top right corner:
The invite pop-up modal will open; select 'Email Invite' from the options available in the top selector:
Step 2: Enter Email Addresses by typing the email address in the box and hitting the enter key. Use the dropdown to select the Role for the invited members > 'Member' or 'Admin':
Step 3: Personalize Your Invitation by customizing the message in the ‘Personalize the invite’ text box. We suggest using this opportunity to help your Invitees feel more welcome and provide specific instructions or information about your Community.
Step 4: [OPTIONAL] Product-Specific Invite > Once a Member has accepted the Invite to join your Community, invitations can be sent for a specific Product within your Community. Product Invites are only sent once the Member has accepted the initial Community Invite to ensure the Member Onboarding is followed first.
Bulk Invites via CSV
Onboard up to 1000 members at once using a CSV file:
Step 1: Prepare your CSV file. The CSV file must include a Header row with these exact columns:
Adding Members to a specific subgroup within a product is possible when bulk inviting. The subgroup must be created before your CSV file is processed, and the subgroup's name must match exactly. We recommend you copy the subgroup name in Disco and paste it to your CSV file to ensure no errors when processing your bulk invite.
Step 2: Access the Invite Pop-up Modal by navigating to the Members > Invites page. Click the "+ Invite" button at the top right corner of your screen. Select ‘Bulk Invite' from the options available in the top selector:
Step 3: Upload your CSV by clicking the upload area. After uploading, use the text box to customize your invitation's message. This is an opportunity to help your invitees feel more welcome and give specific instructions or information about your community.
Select "Preview Invites" and check if the information from your file is correctly mapped. The system will highlight any unresolved issues, allowing you to review and make necessary adjustments to your CSV file:
Step 4: Click "Send Invites" to trigger the email invitation to each individual listed in your CSV file, officially inviting them to join your Community:
Q: Can I regenerate the Shareable Invite Link?
A: Yes! This is useful in scenarios where unintended recipients have shared or accessed the link; however, it is important to consider the following:
- When regenerating the invite link, the old link immediately becomes inactive. No one can use the previous link to access your community.
- Regenerating the link ensures you control who joins your community, enhancing security and privacy.
- To prevent unauthorized access, we recommend regenerating the link promptly if you suspect it has been compromised.
Q: Can I use the Bulk Invites to add Members to a Community Group?
A: Currently, we support adding Members to a pre-existing Subgroup within a Product. If a Group is included in the CSV, it will not be recognized.
Q: Can I add members to multiple subgroups in a single CSV upload?
A: Great idea; at this time, Members can be assigned to one subgroup only in a single CSV Upload.