👤 This article is for Hub Admins
10KC Invitation Campaigns are a sequence of automated emails designed to invite and remind people to join the Hub. These campaigns are a strategic tool for driving program adoption and are automatically triggered when a new Member Data File is imported into 10KC or when Administrators manually invite members to the Hub.
You can use the index on the right of this page to quickly jump to specific sections as needed.
Invitation Campaigns are made up of the following components:
Campaign Name: A name for the Campaign that Administrators use to distinguish between them.
Member Criteria: Campaigns can be tailored to specific groups of people, allowing Administrators to share a compelling message targeted at specific audiences.
Sending Schedule: The automated schedule that invitations and reminders will be sent on.
Invitation Emails: The individual emails that members will receive. Each email consists of a unique Name (for internal reference), an Email Subject, and Email Content.
✅ Enable Invitation Campaigns
Invitation Campaigns are enabled by default in all 10KC sites. If you do not see "Invitation emails" as an option after clicking "Add members" in the left navigation menu of your Hub, you'll need to enable the feature.
In the left navigation menu of your Hub, click Hub settings.
Expand "Advanced settings" at the bottom of the page.
Toggle on "Enable "Invitation campaigns"".
✅ Creating a New Campaign
In the left navigation menu of your Hub, select Add Members > Invitation emails.
Click "Add campaign" in the upper right corner.
Add a Campaign name (visible to Administrators only).
Choose who will receive the Invitation Campaign:
To send the Campaign to specific groups, based on roles, make selections under "Member criteria".
To make this your Default campaign (sent to all invitees not included in an Invitation Campaign with specific member criteria), select the "Default campaign" checkbox.
Click "Save".
✅ Edit Invitation Emails
In the left navigation menu of your Hub, select Add members > Invitation emails
Click
to expand the Campaign that you would like to edit
Add or Edit Emails
Edit existing emails by clicking
> Edit beside the email
Add additional emails by clicking Add email
Confirm Email name (visible to Administrators only)
Confirm Email subject
Confirm Email content using the formatting bar
Confirm Sending schedule
The same day as the invite: invitation emails will be sent immediately after the members are invited.
A number of days after first invite: invitation emails will be sent automatically after the initial invitations are sent, based on the number of days that have been configured in the sending schedule. The number of days is counted inclusive of the initial invite day. Sending Schedules do not consider weekends. Emails on a sending schedule will send 10am EST on the day they are scheduled.
Example: if the email in a Campaign is configured to send 3 days after the initial invite, and you send invites on Monday, the second email will send on Thursday.
Click Send me a test to automatically receive the email
Click Save
Frequently Asked Questions (FAQs)
Q: What is Member Criteria in an Invitation Campaign?
A: As an Administrator, you have the ability to choose which Roles your Invitation Campaign is targeted to. This is helpful if you wish to bulk invite members, but have a different Invitation Campaign be sent to specific Roles within your Organization. For example, you may customize an Invitation Campaign to Senior Leaders to share the specific value proposition for them, and have all other members receive a different Invitation Campaign.
Q: What is a Campaign Name?
A: A Campaign Name is an internal reference for Administrators. You can customize this based on the audience you are targeting or the timing of your Campaign. For example: Senior Leader Campaign, August 2024.
Q: What is a Default Campaign?
A: A Default Invitation Campaign is the Invitation Campaign that will send to anyone who is invited that is not included in your Member Criteria for the other Campaigns.