Advanced Invitations
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Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!

 

Purpose of Advanced Invitations

Use Advanced Invitations to create a more robust customized experience than a User Invitation. Advanced Invitations include additional functionality:

  • Select a white label app for the recipient to download/use
  • Automatically connect users to other users or other Champions
  • Add To-Do List items
  • Decide where the recipient will land after opening and accepting the Invitation
  • Add your own image to the Invitation
  • Automatically add all Invitation recipients to a Cohort
  • Configure a reusable Invitation link and code

 

Creating an Advanced Invitation

  1. Log in to polymer.gloo.us
  2. Switch to a Champion perspective
  3. From the top navigation, click Console
  4. Click the Invitations tab
  5. Click the Create an Invitation button
  6. Configure your Invitation
    • Set a Name for the Invitation (This is only seen by you.)
    • Set a Welcome Title (This is seen by the Invite recipient and will appear as [Your Name] has invited you to [Welcome Title].)
    • Set a Personal Message (This is seen by the Invite recipient underneath the Welcome Title.)
    • Set an Invitation Image
    • Add Content
    • Add Space (optional)
    • Add To-Do List Items (optional)
    • Add Connected Champions (optional)
    • Add Connected Users (optional)
    • Configure the Landing page
    • Configure the Native App to prompt recipients to download/use
    • Add People to Invite by searching for people you know already have accounts and clicking the name(s) to add them or by typing in the email address of someone who doesn't yet have an account to invite them
  7. Click Send

 


 

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