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Invite and Track Group Members

Goal: Help a corporate or group organizer fill their roster fast — and let you, as the affiliate coordinator, see how it's going without micromanaging.

Two ways the organizer recruits

The group organizer has two ways to bring people in:

  • Email invitations — they upload or paste a list of email addresses; each invitee gets a personalized link to register against the group
  • Public group link — a single link they can paste into Slack, an internal newsletter, or a calendar invite; anyone clicking it can register against the group up to the group's capacity

Most organizers use both: targeted invitations for known participants, plus a public link for late additions.

What the organizer sees

The group portal shows, in one place:

  • How many slots are filled vs. allotted
  • Each invitee's status (sent / opened / registered / no response)
  • The roster of registered group members
  • Tools to resend invitations, revoke pending invites, or regenerate the public link

What you see as the affiliate

From your group detail page:

  • Live capacity status
  • The registrations the group has produced
  • Communication history with the organizer
  • Manual controls when you need to intervene (release capacity, revoke a public link)

Communicating with the group

Templated emails sent to the organizer keep them moving:

  • Confirmation when the group is created
  • Reminder if invitations haven't gone out within a few days
  • Final reminder a week before the event

Use Communications templates so these stay consistent across groups.

Members who join other events on their own

A volunteer who joined through a corporate group is a regular volunteer in your system. They can later register for other events, log additional hours, and engage independently. The group affiliation is captured for reporting; it doesn't restrict their broader involvement.