There are four ways of inviting users to rooms. These are manual invitations, bulk CSV uploads, campaigns and the use of Zapier integrations. Let's take a look at what each of these mean!
This article contains the following sections:
Manual invitations allow site administrators to invite users to a specific room. This is done on a one-to-one basis that involves the administrator typing the name or email address of the user. Users are added to rooms either as members or contributors via Settings, in the ‘edit’ page of a room.
It is also important to note that even if you give a group the ability to access rooms, users in this group will still be unable to access a private room unless they are invited to it. In other words, group abilities do not convey specific room access.
Lastly, you may have noticed from the first image that a ‘resend invitation’ link appears below Victor’s profile. This is because Victor has not yet accepted the email invitation to join the Zapnito ‘Advisor room’ as a member. Although Victor will not appear in the ‘members’ room directory until he accepts this invitation, should he log in to the site and try to access the ‘Advisor room’, he would still be able to view its content and conversations. Therefore, users need to accept the invitation email to appear in the room directory. However, they do not need to accept this invitation to gain access to the room.
It is also important to note that users who have previously registered to your site, and subsequently accepted the room invitation, will be taken directly to the room. Those who have not yet registered will be taken through the registration process before landing on the room to which they have been invited.
The manual invitation email looks like this:
Bulk CSV uploads
Manually inviting users to a room on a one-by-one basis can be time consuming. Bulk CSV uploads in the Users page allow you to submit a file containing information on the users you want to invite to your site.
The mandatory fields to be included in this file are: “Name, Email, Title, Company, Professional Reg Number, Password, Group Name, Type”. “Title, Company, Professional Reg Number” can be left blank. Please note that “Type” is either ‘Person’ or ‘Organisation’, as appropriate. Moreover, the group name must exactly match one of the group names in use on your site. Group names are case sensitive.
You can find more information on bulk uploads and download an example CSV template of the upload file from the Upload Users (.csv) tab on your site’s Users page.
To invite users to a room with a Bulk CSV upload, go to the room’s directory. You can find this directory in the ‘edit’ page of a room, via ‘Settings’. Copy and paste the name of the appropriate group name. In the example below, these are “Advisor Room (Members)” and “Advisor Room (Contributors)”.
Copy one or the other depending on whether you want to invite users to the room as members or contributors. The difference between these is described above, under ‘Manual Invitations’. Subsequently, paste the group name under the field ‘Group Name’ in the CSV file. This will invite users in bulk to the room.
The main thing to note about adding users to your community in this way is that they will be considered fully registered to your site and to have accepted your site’s terms & conditions, privacy notice and community policy. Therefore, you should only use this feature to invite users who have already accepted these terms or who have otherwise agreed that they are happy to be added to the community in this way.
The users on your CSV file will each receive an email telling them that they have been registered to your site and asking them to reset their password. Don’t worry, they don’t need to know which password you originally set for them to be able to do this! Once they change their password, they will be invited to complete the registration process.
Please note that users who have been invited to a room with a CSV file will fall under the group ‘Default’, or the equivalent default group in your site. If this group has no abilities, your users will only be able to navigate through your site without interacting with it. Should you want to give these users abilities, we could either modify the 'Default' group's abilities for you, or you could do a second CSV upload adding these same users to a second group, such as 'Experts'.
Users who are members of two groups will adopt the abilities of both. To avoid confusing users with two separate email invitations, our Zapnito team can temporarily switch off notifications for your site before the second CSV upload.
For your convenience, you will also receive an email confirmation of whether your CSV file has been processed correctly.
Users can be invited to register to a room or to a Zapnito site more generally with campaigns.
Campaigns are a bespoke URL that users click on to access your site. To access campaigns, go to ‘Settings’ and ‘Campaigns’. Click the ‘New Campaign’ button to begin. This opens the campaign creation screen.
Give your campaign a name and then specify to which group users should be added when they register with the URL. Once you have selected a group, the campaign URL will be created. You also have the option of specifying the final landing page where users will be taken to once they click on the campaign. This is the redirect URL.
Lastly, click the ‘Copy’ button to save the URL to your clipboard and distribute it as you wish. Once you have distributed your campaign, you will be able to view how many users have registered to your site via the URL in the campaign settings page.
Once users click on the campaign link, they will receive an email asking them to confirm their account. They will subsequently be asked to register to the site by following the usual registration process.
Zapier is a tool that automates workflows, connecting different apps together to send information between them. It has over 2,000 apps that can be connected, including Salesforce, MailChimp, Slack, Stripe, GoSquared and Shopify.
Through Zapier, you can connect your Zapnito community to your existing tech stack. The basic Zapier set-up involves one trigger, like a sign-up, and a related action. You can also have one trigger that causes two actions. For example, someone joining your community could be added to Salesforce, as well as receive a welcome email that is automatically sent through MailChimp. All automated, no resource required. These triggers and actions can be set up by you or your team to invite users to rooms.
We have created a Zapier Workflow Automation course with the aim of allowing you to have control over such integrations. The first user case of the course contains information on how you can add a list of users to a group via Zapier. This was done with the example group "Room contributors".
If you have any questions, don't hesitate to get in touch with us at email@example.com or add a comment below.