Relationships

Invite Multiple People to Set Up Profiles

Whether you're onboarding new board members, business affiliates, or staff across multiple organizations, inviting users one-by-one can be time-consuming. Engagifii now makes it easy to bring people onto the platform in bulk. With smart filters, automated email delivery, and background processing, you can send targeted invitations to thousands of users in just a few clicks.

Admins can manage invitations more efficiently while ensuring only the right people receive access. Those invited can instantly begin creating their profiles and engaging with the system. It's a scalable, reliable solution for user onboarding at any level.

Smart Filtering Based on Invitation Status-2

Smart Filtering Based on Invitation Status

Admins can precisely filter which users need to be invited by using the "Invitation Status" filter. This filter shows categories like Not Invited, Invite Sent, Expired, and Login Created, making it easier to focus only on those who still need access.

You’ll no longer worry about missing people or resending emails manually. The system presents a clear, organized list based on invite eligibility, helping you prioritize action efficiently.

Automatically Skips Ineligible Users-3

Automatically Skips Ineligible Users

When you trigger a bulk invite, Engagifii’s background system automatically excludes users who already have a profile or have been deactivated. You’ll receive a pop-up message that confirms this, making it easy to move forward confidently.

This ensures the right users receive invitations without creating confusion or duplicate records. It keeps your data clean and your invite list accurate while saving time and effort during high-volume onboarding.

Streamlined Email Invitations with Profile Setup

Once eligible users are selected, invite emails are sent automatically to them. Each email contains a personalized, secure link that guides the recipient to create their own Engagifii user profile with ease.

This asynchronous processing means admins can continue working while the invites are sent out. Users receive a seamless first-touch experience, improving engagement and reducing onboarding delays.

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