How to invite members

There are a few different ways to invite members to join your membership. The best option for you will depend on your Member Plan setup as well as how many members you are inviting.

If you need to bulk-migrate paying customers, we're happy to help run an import for you. Just contact [email protected] and tell us you want to run an import.

Manually invite members

Manually inviting individual members is the most secure way to get members onto specific plans. Invited members will not have access to the plan's sign-up link. That means they won't be able to share it with others, so you don't have to worry about people who were not invited joining the plan. This is extra helpful when inviting members to private Member Plans.

Follow these steps to manually invite members:

1. In MemberSpace > click Members in the left navigation > click Invite New Member:
   
2. Fill in the form for the member you are inviting and select the plan you want to add them to:
   Only enabled Member Plans will show in the dropdown list. If you want the member to choose which plan they'd like to join, select  Allow member to choose from all Public Plans from the dropdown.
3. After you click Invite Member Now, they will receive your Member Invite email. You can edit that by going to Customize > Notification Emails > and clicking on Member Invite:    
4. After your members click the accept link in the email, they will be prompted to set their password for their account.
   
   If you invited the member to a free plan, they will then be prompted to click  Join Now to officially be added to the plan.
   
   If you invited the member to a paid plan, they will need to enter their billing details after they click the accept link in the Invite Email.

Keep in mind that the link in the invite email expires after 1 week of being sent. If your member does not click the link and create an account prior to the link expiring, you can go to the Members tab in your account, search for the member, and resend the invite email.

The "Re-send invite email" option will only show for members who have not yet accepted the invite and created a password.

Send a sign-up link

When it comes to sending a sign-up link, you have a couple of options: you can send a specific plan sign-up link, or you can give your members the option of which plan to join by sending them the All-Plans Link (a dropdown with all of your public plans).

Plan sign-up link

If you want to invite members to a specific plan, follow these steps:

1. In MemberSpace, go to Member Plans > click Get Sign-up Link (next to the plan you want to invite members to join):
   
2. Click Copy:
   
3. Create an email outside of MemberSpace (e.g. in a third-party email platform like Mailchimp), and paste the plan sign-up link.
4. Send the email to everyone you want to invite.
5. When members receive the email and click the plan sign-up link, they will be prompted to create an account and either enter their payment info (joining a paid plan) or simply click Join Now (joining a free plan).

Keep in mind that if you are sending the sign-up link to a private Member Plan, members will be able to share this link with others. If at any point you'd like to stop accepting new signups for a plan, simply disable the plan by editing it and toggle OFF "Enable Plan?".

All-plans link

If you want to give members the option of which plan to join, follow these steps:

1. In MemberSpace, go to Member Plans > click Get All-Plans Link:
   
2. Click Copy under All-Plans Link Popup:
   
3. Create an email outside of MemberSpace (e.g. in a third-party email platform like Mailchimp), and paste the All-Plans Link.
4. Send the email to everyone you want to invite.
5. When members receive the email and click the All-Plans Link, they will be prompted to create an account. From there, they will choose the plan they'd like to join and either enter their payment info (joining a paid plan) or simply click Join Now (joining a free plan).

Members will only be able to join public plans via the All-Plans Link. If you're inviting members to join a private Member Plan, choose one of the other invite options.