What are Invitation Campaigns?

10KC Invitation Campaigns are a sequence of automated emails that invite (and remind) people to join the Hub. Invitation Campaigns, if enabled, are automatically triggered when new Member Data File is imported into 10KC, or when Administrators invite members to the Hub. 

Invitation Campaigns can be tailored to specific groups of people, allowing Administrators to share a compelling message targeted at specific audiences. 

Invitation Campaigns are most common tactic used to invite people to join the Hub and are a strategic tool that can help drive program adoption. 

✅ Edit Invitation Campaign Email Copy or Sending Schedule

1. In the left navigation menu of your Hub, select Invite members > Invitation emails
2. Click to expand the Campaign that you would like to edit
3. Add or Edit Emails
   • Edit existing emails by clicking > Edit beside the email
   • Add additional emails by clicking Add email 
4. Confirm Email name (visible to Administrators only) 
5. Confirm Email subject 
6. Confirm Email content using the formatting bar 
7. Confirm Sending schedule 
   • Choose Same day as invite to automatically send the email the same day that the members are invited to the Hub 
   • Choose Days after first email to add a time delay for the email to be sent > select the number of days 
8. Click Send me a test to automatically receive the email 
9. Click Save

✅ Add an Invitation Campaign

1. In the left navigation menu of your Hub, select Invite members > Invitation emails
   • If you do not see Invitation emails, you may need to enable Invitation Campaigns for your Hub 
2. Click Add campaign in the upper right corner 
3. Add a Campaign name (visible to Administrators only) 
4. Choose who will receive the Invitation Campaign
   • Send the Campaign to specific groups, based on Role, by making selections under Member criteria
   • Make this your Default campaign, sent to all invitees that are not included in an Invitation Campaign with specific member criteria, by selecting Default campaign 
5. Click Save
6. Navigate to the new Campaign on the Invitation emails page 
7. Click to expand the Campaign 
8. Add or Edit Emails
   • Edit pre-populated emails by clicking > Edit beside the email
   • Add additional emails by clicking Add email 
9. Confirm Email name (visible to Administrators only) 
10. Confirm Email subject 
11. Confirm Email content using the formatting bar 
12. Confirm Sending schedule 
    • Choose Same day as invite to automatically send the email the same day that the members are invited to the Hub 
    • Choose Days after first email to add a time delay for the email to be sent > select the number of days 
13. Click Send me a test to automatically receive the email 
14. Click Save

✅ Enable Invitation Campaigns

Invitation Campaigns are enabled by default in all 10KC sites. If you do not see Invitation emails in the left navigation menu of your Hub (after clicking Invite members), follow these steps: 

1. In the left navigation menu of your Hub, click Hub settings 
2. Expand Advanced settings at the bottom of the page
3. Toggle on Enable "Invitation campaigns" 
4. Invitation Campaigns have now been enabled in your Hub

✅ Edit Invitation Campaign Name or Recipients 

1. In the left navigation menu of your Hub, select Invite members > Invitation emails
2. Click > Edit beside the Campaign you'd like to edit
3. Confirm Campaign name (visible to Administrators only)
4. Confirm who will receive the Invitation Campaign
   • Send the Campaign to specific groups, based on Role, by making selections under Member criteria
   • Make this your Default campaign, sent to all invitees that are not included in an Invitation Campaign with specific member criteria, by selecting Default campaign 
5. Click Save

⭐️ 10KC Best Practices

• The purpose of the drip campaign is to get members to claim their invitation. These emails should be focused on a tailored and explicit value proposition for them.
• Focus most heavily on what will be immediately relevant to them. Consider: For each piece of content, ask "Will this help the member decide to join immediately?”
• Education and information should be delivered in a separate format that is not conversion-driven, e.g., the Welcome page
• In order to optimize for conversion, the emails should be short - 150 words or less. Consider a structure like the following:
  • Opening: 10-15 words ◦ Start with a compelling hook. This could be a question, a surprising fact, or a bold statement that directly addresses the reader's interest or problem.
  • Value Proposition: 50-60 words ◦ Clearly articulate the benefit to the reader. Focus on how your offer solves a problem or improves their situation. Make it specific and relatable to their needs.
  • Call to Action (CTA): 20-25 words ◦ Be direct and clear about what action you want the reader to take. Use action-oriented language, and if possible, create a sense of urgency or exclusivity.
  • Closing: 5-10 words ◦ End with a brief, friendly sign-off. This could be a simple thank you, a reminder of the CTA, or a short phrase that leaves a positive impression.
• Each drip email should focus on a different value proposition, and should not be repeating the same information as previous emails. For instance, Email 1 could focus on professional growth opportunities, Email 2 on networking benefits, and so on.