Once you begin setting up your account one of the first things you want to do is add your employees. While connecteam gives you a few ways to add users such as adding them one by one or importing them through CVS some companies prefer to utilize the invite link. The invite link allows you to save time and let your employees or any future user input their own personal information before accepting them to join the app.
In this article we will go over:
What is the best way to add users?
If possible, it is best to import users via an Excel (CSV) file and not by using the invitation link. This is due to the simple reason that the CSV approach has less 'onboarding friction' for the user: while the CSV approach only requires the user to open a dedicated text message and download the app, the invitation link requires the user to (1) Insert their information (2) Request to join (3) Get approved. Only then they will be able to get the text message to download the app. Hence, IF possible - prioritize uploading a CSV file over the invitation link.
How to distribute the link to your employees:
In order to find the invite link to send to the user simply enter the user's tab on the left sidebar then navigate to the get invite link in the top panel, select copy and that's it you can now distribute the link however you would like.
Decided that the invitation link is the best approach for you?
Here's a quick background into some of the best ways of how to distribute the link to your employees
You will want to first shorten the link so it would be easy to remember. Using a 3rd party service like Bitly will allow you to transition a very long and complex link into something short and intuitive like "bit.ly/MyCompanyName".
Next you will want to distribute the link in all relevant media channels to make it easy for your team to register:
Here are some examples where you can attach the Invite Link:
On flyers: Print and hang flyer in public places such as cafeterias dining halls etc. with key information about your app, its planned launch date, and the short link for early registration.
Emails: When you send an email to the team, we recommend to send 3 different emails to the team: (1) An early email 2-3 weeks before the launch, (2) A second email on the weekend before the launch and (3) A third email on the morning of the launch. Each email contains the link for registration and tells the users what the app is all about and how they can benefit from it.
As an auto response to a dedicated email: by setting a dedicated email address that is easy to remember (for example: [email protected]), and setting an auto response containing the registration link, your team will be able to easily send an email to the above mentioned address and get in response the link for registration. You can use this automated message: "Hi there! You can now register to our company app on this link: bit.ly/MyCompanyName"
In meetings / gatherings /events - if you have planned gatherings /events /town hall meetings etc. in the weeks before the launch, talk about the upcoming app release, make people aware and share with them your registration link so they can register.
There is no limitation on how early in advance people can register to your app. Remember that each user's registration will have to be approved by you and doesn't mean they can login to the app; it only adds their details to your users database. You will be able to later invite users to download and activate the app at a time of your choosing.
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