Inviting members

Before you invite your members...

Review best practices for setting up your group:

It's helpful to understand the experience of your members. We suggest you invite a friend, family member, or even yourself before you invite your members to give you a better sense of how your members will experience Joinable.

Think about how you'd like to welcome your members. We'll provide a default welcome message, but most people appreciate a personal welcome.

When you send an invitation, this is what will happen:

With email:

  1. The member will receive your welcome email and they don't need to do anything more to begin receiving messages from your group. They are prompted to either "Visit your group" or "Update your settings."
  2. A little later they'll receive an email from Joinable that welcomes them, shares the value of Joinable and offers help if they need it — similar to the Welcome to Joinable page in these docs.

With SMS/text message:

  1. The member will receive a message informing them that they have been invited to your group. They will not receive the welcome message as a text, but instead be given a link to "View your welcome message", which will take them directly to the group. Additionally, they are informed there is nothing more for them to do and that they can visit these help docs.
  2. Occasionally, if there's a high volume of messages, they will receive a prompt to update their settings or download the app in order to reduce and control the message volume.

Inviting members

To add members, select "Members", then "+ Invite". You have two options for adding members:

Add members manually

To add members manually, simply include their email address or mobile phone number and optionally add the first and last name. To include multiple participants, select "Add another member".

Batch import members (currently only works with emails)

If you have an existing mailing list or spreadsheet containing emails, select the "Batch Import" option and you can copy/paste either a comma or space separated list. After you import you will be able to review and modify the list before you send. If your list is in an email app such as Gmail, you can simply copy the contents of the email list, paste it in the text field and click "Continue". If properly formed, first and last names will also be populated (e.g., First Last <>,). Additional tools for batch importing are coming soon!

Send member welcome message or queue pending members

Once you've entered all your members, click "Next". You have the option to "Send the welcome message now" — if disabled, members are added to a pending queue (you can easily send the welcome later). When members are pending, they are not yet part of the group and will receive no messages. When you're ready to invite your members, you can either use the default welcome message or write your own. Select "Add Members" and your members become active. Any messages sent to your group will now be received by your new members.

Inviting pending members

Members who have not received the welcome message will have a red "Pending" tag below their name in the member list. To move them to an active status, select "Send welcome message" at the top of the Members list. This will open a window with the default welcome message, which you may chose modify or replace. "Send Message" to deliver their welcome.

New member announcement

When adding a person, you can choose to notify the whole group that a new member has joined. To select this "New member Announcement", use the toggle beneath the "Welcome message".