Inviting Users
User invite & onboarding process
Getting Users to join the app
New Users. If a user is added to a group for the first time, they are notified via email/mobile and will need to sign up to create an app account, or activate their account.
Existing Users. If a user already has an app account, they can sign in to the app. They will see any content that is made available to the group(s) they are in.
Users can sign up & create their app account
Apps are publicly available on app stores, and anyone can sign up.
Public access. A user can create an app account without being invited. They can simply search for the app on the available stores (Apple and/or Google). Users who have signed up but are not part of a group will see all content that has been made public.
Group access. When users are added to a group they will be notified and will have access to the content made available to that group.
Private apps
Sean will write something here...SSP
Track user invitations
Check user status. If you want to know whether a user has created an account on the app, open Groups and check the Status column.
Search individual user status. Use the search bar in Groups to search for an individual user and uncover their status.
What does each status mean?
Pending. The user has been added to a group but has not been invited yet.
Notified. The user has been sent an invite.
Nudged. The user has been sent an invite and has also been sent a reminder (after 36 hours).
Expired. The user did not activate their invite (after 28 days). The user can still create an account and become an active user after the invite has expired.
Active. The user has created an app account.
What is the user join date?
When you search for a user in Groups, the result will display their name and email, location, and status.
The status will display the user's current status and the date on which they first logged in to their account (if available).
When was a user last seen?
To see when a user last logged in and was active in their account, go to the user tab in Groups.
User Invitation FAQs
Can I resend invites?
It depends on the invite status.
Expired: If a user has not activated their account within 28 days, the invite will expire and you will then be able to resend the expired invite.
Notified: You can resend an invite using the "Resend Invite" option.
Active: If an invite needs to be sent to an Active user again, the user must be removed and re-added.
Are users reminded to create an app account?
Users are sent one reminder 36 hours after receiving the first email invite.
Why are users not creating app accounts?
Invitations ignored. Some users will ignore your group invitations - and the reasons for this can vary.
Knowledge is power. It is recommended to communicate with your people before sending the invites. Let them know what's coming to encourage uptake.
Users didn't get an invite
Account agent / admin: If your users did not get an invite, please check:
That you hit the "Send Invites" button
That the status of user(s) added in Groups is Notified;
Direct your user(s) to the App Help.
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