Relationships

Invite Multiple People to Set Up Profiles Instantly

Whether you're onboarding new board members, volunteers, 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

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

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 secure link that guides the recipient to create their 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 adoption and reducing onboarding delays.

Related Features

Track Position Vacancies Across Your Member Organizations

Engagifii’s Vacancy Report gives association leaders a smart, automated way to track roster gaps across their member organizations. Whether you support…

Manage Group Access and Communications

The Group Access and Communications feature within Engagifii gives association administrators powerful tools to manage member groups efficiently. With…

Report and Manage Outdated Organization Records

Maintaining up-to-date organization records is crucial for accurate reporting and effective engagement. With Engagifii’s "Last Updated Report" for…

Manage Groups of People

Effortlessly organize and engage with your members, committees, and stakeholders using Engagifii's advanced group management tools. Whether for…

Report and Manage Outdated People Records

Maintaining accurate and up-to-date information about your members, stakeholders, and contacts is crucial for effective communication and decision-making.…

Track Interactions with Organizations

In the world of associations, it’s important to manage relationships not only with individuals but also with organizations, whether they’re members or…

Track Interactions with People

Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that…

Track Positions that a Person Holds

In any organization, understanding the various roles an individual plays is crucial for managing responsibilities and workflows. Engagifii’s position…

Track a Person's Position History

Want to keep a detailed record of someone's career journey within your association or organization? Our position history feature allows you to do just…

Track a Person's Terms in Office

For many associations, keeping track of elected and appointed officials' terms is more than just internal record-keeping—it’s about serving as the go-to…

Customize Organization Records

Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization…

Customize Person Records

Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can…

Invite Multiple People to Set Up Profiles Instantly