Skip to main content

How to add members to your campaign team

Gather your helpers, and let’s get this campaign funded!

STEP 1 – Click ‘Team’ in your navigation menu, then ‘Members.’

STEP 2 – Click ‘Invite someone now.’

STEP 3 – A new dialogue will open; enter the details of the person/people you’d like to invite, assign a role, then click ‘Invite.’

Screenshot of invite a team member popup. It reads: Who do you want to invite? (space to type email address or a click option to import and invite multiple contacts). Choose their role (drop down menu) Invite button

The new team member will receive an email notifying them of this invitation. There is a deadline for this; they have about a week to accept. You can send them reminders during this time, too (see below). If they’ve missed the invite, send them a sad face emoticon, then you can resend the invitation from this same menu.

Screenshot of a demo user's pending invitation.

Note: Invitees will first be required to create a ConnectionPoint user ID and password before joining your campaign.