Initiative User Registration Options


There are several options you can take to increase engagement and get users into your Initiative. 

 

Self Registration Reminder via Newsletter or Email

  • To inform users about a new Initiative and have them self-register, please see this guide about newsletters within System Setup.
  • Alternatively, you can email users a link to the Initiative page.
  • Please be aware that the setting for user self-registration needs to be enabled for this option to be successful. Please see more information here.                                                              

Invite a Friend

  • To enable the Invite a Friend feature, navigate to Site Setup > Site > Security and enable the option for Users can invite new users. Be sure to save the changes.
  • Next, add the Invite a friend widget on the Site to allow your users to invite their colleagues/friends to the Initiative. See this article to find out more!

Registration Invite

  • You can invite users to register via the Registration Invite feature.
  • Navigate to Site Setup > Users > Registration Invites
  • See this article to find out more.
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Self-Registration

  • With self-registration enabled, users can navigate to the login page and register themselves.
  • An email will be sent to the user with instructions on how to complete the registration process once they initiate it.

 

New Account Creation

  • Admins can manually create accounts if needed. See this article to find out more.

User Import

  • You also have the option to import users into your Initiative. Learn more here.
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