Contact Invitations
Contents
Overview
The Contact Invitations feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. Contacts that currently exist within the system, and contacts that exist outside of the system, can be invited through this process.
Through the Contact Invitations feature invited contacts can accept or decline the invitation to associate them to a system record. An invitation that is accepted by a contact who does not exist within the system will be directed to a contact sign-up page designed by the organization to facilitate the registration and assign the appropriate roles.
Configuring a Contact Invitation
Create a New Invitation Template
Illustrated is the New Invitation Template form (above).
1. Navigate to the desired UTA.
2. Click on the Configuration Settings icon.
3. On the Level 1 tab, under the Level 1 Properties section, click on the Invitation Template hyperlink.
4. Click on the + New Invitation Template icon to launch the New Invitation Template form.
5. Complete the New Invitation Template form field options.
6. Click Save.
New Invitation Template Form Field Options
- Name - Enter a name of this New Invitation Template.
- Sign Page - Select an existing signup page where new contacts will be directed to to complete their registrations.
- Description - Enter a description for this Invitation Template.
- Applied Roles - Select the role or roles that will be applied to a contact who accepts an invitation.
- From Address - The email address that will populate the "from" field in the recipients email. Typically an organization contact will be used or a do-not-reply address.
- Email Subject - The text that will populate the "subject" field in the outgoing email. This informs the recipient of the email what to expect in the email body.
- Email Body - The main email message shared with the recipient. In this context, you will inform the recipient that they have been invited to participate in system activity in a specified role. The body of this message should also include a hyperlink to a webpage where the recipient may accept or decline the invitation. Note: This section includes a sample template message that can assist you in crafting this message.
- Landing Page - The landing page is the destination webpage where invitees can accept or decline their invitation. The hyperlink included in the Email Body from the "Email Body" field option will take the invitee to this webpage. Note: This section includes a sample template that will assist you in building a basic landing page.
- Accept Confirmation - The accept confirmation page is the webpage that an invitee is taken to upon the acceptance of the invitation. On this page you may reiterate the contact's decision to accept the invitation as well as provide them with additional information they may require regarding their involvement. Note: This section includes a sample template that will assist you in crafting your message and webpage.
- Decline Confirmation - The decline confirmation page is the webpage that an invitee is taken to in the event they decline your invitation. On this page you may reiterate their decision and thank them for their reply. Note: This section includes a sample template that will assist you in crafting your message and webpage.
Invite Contacts/Participants
Inviting Contacts
Illustrated is the Invitations form in edit more (above).
1. Navigate to the desired UTA.
2. Under the Level 1 tab, open the UTA record.
3. Click the Edit icon to put the record in edit mode.
4. Inside the Options drop-down menu, click on Invitation.
5. The Invitations page is displayed. If any contacts have been invited to collaborate on this UTA record they will be listed here.
6. Click the + button to manually add a contact to the invitation form.
7. Complete the Invitation form field options.
8. Click Save to save the form details. The Status of the invited contacts will be Draft.
9. Click Invite to invite the contacts entered in this section. This will change the Status of the invited contacts to Invited.
Inviting Contacts Form Field Options
- First Name - Enter the first name of the contact you are inviting.
- Last Name - Enter the last name of the contact you are inviting.
- Email - Enter the email address of the invited contact.
- Role - Select the role that the invited contact will inherit once the invitation is accepted.
- Status - Displays the status of this specific contact invitation.
Reviewing the Invitations Status
The system provides the capability for you to monitor the status of invited contacts.
Illustrated is the Invitation Status page displaying the current status of invited contacts (above).
1. Navigate to the desired UTA.
2. Click on the Level 1 tab, and open the appropriate Level 1 record.
3. From the Options drop down menu, select the Invitation option.
4. Displayed is the list of invitees with their role and invitation status.
Security
Visibility of the Invitation dropdown within the options menu is controlled within the UTA Security.
1. Navigate to the desired UTA.
2. Access the Configuration settings for the UTA
3. Click on the Security tab and select the Visibility Permissions
4. Scroll down to Enable Invitation and configure as desired.
Notes
- A process to bulk-add external emails will be added in a future release.
- Invitations may be cancelled by the organization.
