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.