Sending Member Portal Invitations to Members

Key Concepts

• Member Portal: An online platform where members can access resources, information, and services.
• Mass Email Enabled: A setting that allows members to receive bulk emails.
• Merge Fields: Short codes that automatically insert personalized information (e.g., member's first name) into emails.

Step-by-Step Instructions

Method 1: Bulk Invitations

1. Access Member Portal Options:

   • Navigate to the Utilities section.
   • Select Member Portal Options.

2. Initiate Mass Invitation:

   • Click on Mass Send Member Portal Invitation.

3. Set Filters:

   • By default, the system will filter out archived members and only include those with mass email enabled addresses.
   • Optionally, you can add filters to target specific groups (e.g., members of a certain activity, leaders, or yourself).

4. Select Eligible Members:

   • Review the list of eligible members who have an email address and are mass email enabled.
   • You can uncheck all members and select them individually or check all to include everyone.

5. Schedule Sending:

   • Choose whether to send the invitations immediately or schedule them for a later time.
   • Select the email address from which the invitations will be sent (must be a verified email address).

6. Customize the Invitation:

   • Edit the message that will accompany the invitation.
   • Use merge fields to personalize the message (e.g., inserting the member's first name).
   • Include the invitation URL as a button or link.

7. Preview the Invitations:

   • Review the scheduled invitations to ensure that the merge fields display correctly for each member.

8. Send Invitations:

   • Once satisfied with the preview, click Send to dispatch the invitations to all selected members.

Method 2: Individual Invitations

1. Access Contact Information:

   • Navigate to the Contact section to browse member details.

2. Check Member Eligibility:

   • Ensure the member has an email address and is eligible for the member portal based on their personal status (e.g., former member, member, visitor).

3. Send Login Invitation:

• Under the member's contact details, locate the Member Portal Access section.
• You can edit access settings, send a login invitation, or manage their visibility in the online member directory.