Automatic Invitation After Registration
In Community, go to the menu under 'Settings' and 'Settings' to automatically invite community members after registration. Here, you can configure one or more surveys that they will receive after registering. Once a new member has created an account and password, the invitation to the survey will be sent. You can also set how many days after registration the invitation should be sent.
- Create the survey in Survey that community members should receive after registering. Read more about creating a survey.
- Make sure that under 'Survey' and 'Survey', the 'Access' is set to 'Only email addresses from list'.
- In the survey, go to 'Participants' and 'Import', and upload an empty 'CSV UTF-8 (*.csv)' file with only the column names 'Email address' and 'Date'. An example:
Once you've added the file, click 'Next' twice. Then you can configure 'Login 1' and 'Login 2'. For 'Login 1', select the name of the email column, for example 'Email address'. Leave 'Login 2' empty. Click 'Import'.
Read more about importing participants or data enrichment. - In the survey, go to 'Communication' and create an invitation email. Read more about creating an email.
- In the email, go to the 'Options' tab and check 'Send automatically'. Under 'Date column', select the name of the date column, for example 'Date'. For 'Date format', choose 'MM-DD-YYYY'.
- Set the 'Status' of the email to 'Final', choose a Send time, and click 'Save'.
- In Community, go to 'Settings' and 'Settings', and select the desired survey under 'Survey'.
- Under 'Number of days after registration', enter how many days after registration the new community member should receive the invitation. Enter '0' if the invitation should be sent immediately after registration.
- Click 'Save'. The invitation will now be sent automatically.
Community Settings
In Community, go to 'Settings' and 'Settings' to configure the reward type under 'Community Settings'. You can choose between points or currency.
You can also give all members access to subcommunities here. If you have multiple subcommunities, you can check 'Access to all subcommunities'. The recommendation is to leave this option unchecked, as it gives all members access to all subcommunities. This option is useful only for administrators so they can log in to all environments with the same account.