Invite Users to Join EveryoneSocial

Invite users to EveryoneSocial to continue growing your employee advocacy program, its reach and impact. 

🔹 This is available on all plans.

Invite users in Admin settings

Admins can send and manage invites using Invitations, which sends an invitation email that contains a link to join EveryoneSocial. There is no expiration on invitations. The invitation is sent once, and the link is valid until it is accepted or until the invitation is revoked.

🔸 This feature is accessible to Admin.

1. Go to Admin > Invitations.
2. Click Actions > Invite Users.

3. Enter email addresses.

   *Or upload a CSV file that contains only user email addresses by selecting Actions > Import Via CSV. For more information on uploading and troubleshooting a CSV, see this section of this article.

4. Apply appropriate settings for users: Department, Location, and Role. 

   🔹Starter plan admins do not have Optional Items to apply user settings.

5. Personalize the invitation email.
6. Click Send.

All invited users will be automatically assigned any applied settings during their onboarding process.

Invite Users with a .CSV

To bulk invite users, you can upload a .CSV file with a list of email addresses you would like to invite to EveryoneSocial. The .CSV needs to have specific formatting, including:

• a required column for "email"
• a required column for the user's "advocacy_role"
• a column for "department_id" and "location_id" (both optional)
  • Note: "department_id" and "location_id" are the names of the Department or Location to which you'd like the users to be added.
• no extra columns can be included in the .CSV

For a pre-built file that you can fill in and upload to our system, you can make a copy of this Google Sheets page. Once you've filled in your information, you can select File > Download > Comma Separated Values (CSV). You can upload the downloaded file to our system.

Activate Invitation Widget in-app

Users can invite others to EveryoneSocial using the Invitation Widget, which is placed on the right side of everyone's Timeline. 

🔸 Admin may disable this feature. Please check with your program Admin if this is unavailable. 

Here's how to invite users using the in-app widget on your timeline:

1. Scroll down in your timeline until you see the Invite Colleagues widget on the right side.
2. Click the blue button.
3. Type or paste in your teammate's

Check Invitation Status

Pending invitations

Pending invitations are invitations sent to an email that have not been clicked. Pending invites displays email addresses, assigned roles, by whom the invite was sent, and when it was sent. 

You can click the blue Actions button to see a dropdown where you can choose to:

• Export the list of invited users
• Invite new users via .CSV
• Add new users one by one

Accepted invitations

Accepted invites display invitations accepted within the specified time range. See who accepted the invitation, the user's email address, the user's role, who invited the user, when the invitation was sent, when the invitation was accepted, and the user's status.

User status

• Active—the user has made it through onboarding.
• Onboarding—the user accepted the invite and is going through the onboarding process.