LAUNCH Spreadsheet to Bulk-Invite members
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HELP NOTES: BULK INVITATION OF NEW MEMBERS TO PLANSOCIAL
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Hurray - you've decided to cut to the chase and upload a bunch of new members to your PlanSocial community. Rest assured that we take data privacy and security very seriously and safeguard this data.
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Please ensure that you have collected accurate, up to date information and are only adding relevant people to the community. The worksheet named 'Invitees' is where you will start adding details of your new members once you have read these notes.
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OPTING IN
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Have you already secured permission from these people to opt them in? E.g. have they provided their details in order to hear from you?
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If so, you can set the opt-in value to TRUE, otherwise put in a value of FALSE. If false, they will only receive your invitation, but without accepting it, they will not receive any further emails sent out by the system until they either accept the original invitation, a new invitation, or decide to register themselves using your community's unique link.
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DUPLICATES
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Please ensure that each entry has a unique email address per member. I.e. The same email address cannot be used for two different people.
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If your list contains entries of people who are already active members of your community, don't worry - they will not be invited again, as long as you have used the same email address that they have already registered with.
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However any entries of people who were previously invited but did not accept their invitation - they will be re-invited when this bulk invitation is processed.
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GET STARTED!
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First save a copy of this read-only file so you can make changes.
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Click on the worksheet 'Invitees', add the parents' details and check them carefully to avoid errors.
When you are done entering the details, while still focused on the Invitees sheet, download the data in CSV format.
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NOTE: Make sure you have a welcoming message waiting for them on your community News wall, and even better, at least one event for them browse, RSVP or buy tickets for, and volunteer for when they log in.
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Finally, email the .csv file to us at support@plansocial.app. We'll let you know when the invites have been sent out. :)
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