An invitation is only the beginning. Give new members a clear way into the community with up to four invitation emails, an introduction to the group and an overview of who has yet to get started.
A member invitation and an overview of invitation status.
Member invitation with a group selection and multiple email addresses.
Invite several members at once and connect them to the relevant group. The invitation sequence can include up to four emails that show members what the community offers and help them get started.
A welcome post in the group feed.
Make the invitation about what members can access. The group’s possibilities, a getting started video and the next meeting they are invited to give them practical reasons to open Samli.
Member overview showing invitation status.
The member list shows who has never logged in. If an invitation does not lead to a first login, you have a practical starting point for personal follow-up. The status does not by itself explain why a member has not got started.
Introduce what the group offers and include a video to help the member get started.
Make the next meeting the member is invited to a practical reason to take part.
Show where the member can get help and who to contact in the community.
Bring all calls to action and links into view so the member can choose their next step.
A member may need more than another invitation. Keep a note and an assigned task in Samli CRM, so your team knows who will have the next conversation.
Yes. You can invite several members in one workflow and connect them with a group. This is useful when starting a new community or welcoming new people into an existing group. It covers member invitations, not an automatic migration of all content from your previous system.
The member list shows who has never logged in. Use it as a starting point for contacting members who have not got started. The status alone does not explain why someone has not used their invitation.
Members can access the community on the web and on mobile. You can introduce it in the way that suits them. Start with a specific reason to visit, such as the next meeting or a welcome post, rather than presenting every feature at once.
Tell us who you need to invite and how you follow up today. We’ll explore a good start in Samli.