Inviting Users

Elliot Updated by Elliot

Inviting Employees To DSMN8 

Inviting users in DSMN8 can be done in a number of different ways, via our proprietary invites system, using a universal invite link, or even SSO. We would always recommend using our invites system with reminders as this will allow you to track your results.

DSMN8 Invites System

This is the most effective and time-efficient way to invite employees to join DSMN8. Save yourself time and let DSMN8 do the heavy lifting for you. 

In your admin Menu, select Users, followed by the invitations tab. 

Press Invite 

Add the email addresses of the employees you would like to invite. You can add as few or as many as you would like., we support up to 30,000 email addresses at a time.

Set up a reminder sequence for invites. If users do not sign up for DSMN8, the platform can automatically send them a polite reminder to sign up. Choose the frequency and the maximum number of reminders if a user does not sign up. 

Sign Up Incentive

Offer bonus points to users if they sign up for the platform from this batch of invites, you can expire the incentive after a set amount of time to add an added sense of urgency to this. 

Best Uses
  • Large Scale Invites to invite the wider company.
  • Team Leaders invites for the regions/departments/business units they are responsible for.
Invite as an admin

Lastly, as an admin user and person in charge of running the platform, you can always select this option in case a new colleague undertakes the role as an admin alongside you.

Invitations Tracker 

As an admin user, provided you use our platform to invite your colleagues, you will be able to keep track of how that process is going. Once you are inside the Admin tab, Users, on the “Invitation” section, you can have the analytics of how many people you have invited, how many of them have opened those invitations, how many clicked to sign up and ultimately, how many accounts were created.

The universal invite link acts as a link specific to your company account for Users to follow, using this link they will be able to sign up for the platform. Receive their verification code and sign up for DMSN8. 

Be sure to add relevant email domains for automatic verification to make sure the correct people can sign up.

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