{"id":7615,"date":"2026-07-31T09:47:05","date_gmt":"2026-07-31T16:47:05","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=7615"},"modified":"2026-07-31T09:47:39","modified_gmt":"2026-07-31T16:47:39","password":"","slug":"how-to-manage-invitations-across-your-organization","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/how-to-manage-invitations-across-your-organization\/","title":{"rendered":"How to Manage Invitations Across Your Organization"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Invitations make it easy to invite people to participate in fundraising activities, peer-to-peer campaigns, DIY campaigns, microprojects, and other supported experiences across the ConnectionPoint platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With Release 108, managing Invitations is now easier. Invitations are available directly from your <strong>Organization menu<\/strong>, allowing you to view and manage Invitations across multiple campaigns from one central location.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What\u2019s changed?<\/strong><br>Previously, Invitations needed to be managed from within each individual campaign. Invitations can now be accessed from the Organization menu, making it easier to manage participation across multiple campaigns.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Where can I find Invitations?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To access Invitations:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Log in to your ConnectionPoint account.<\/li>\n\n\n\n<li>Navigate to your <strong>Organization<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Invitations<\/strong> from the Organization menu.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"414\" height=\"1024\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-7616 lazyload\" style=\"aspect-ratio:0.404300552754662;width:189px;height:auto\" sizes=\"auto, (max-width: 414px) 100vw, 414px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-414x1024.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-414x1024.png 414w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-121x300.png 121w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-768x1899.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-621x1536.png 621w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-207x512.png 207w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image.png 770w\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">From here, you can view active Invitations across your organization\u2019s campaigns and create new Invitations for campaigns that support this feature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What can I do from the Invitations page?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">From the Organization-level Invitations page, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View active Invitations across your campaigns<\/li>\n\n\n\n<li>Create new Invitations without first opening a specific campaign<\/li>\n\n\n\n<li>Manage Invitations from one central location<\/li>\n\n\n\n<li>Quickly identify which campaigns have active Invitations<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"420\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-7617 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-1024x420.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-1024x420.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-300x123.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-768x315.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-1536x630.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-2048x840.png 2048w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-1-360x148.png 360w\"><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Active Invitations list<\/li>\n\n\n\n<li>Campaign name\/association<\/li>\n\n\n\n<li>Invitation status (if available)<\/li>\n\n\n\n<li>&#8220;Create Invitation&#8221; button<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Caption: Viewing and managing Invitations across your campaigns<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a new Invitation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To create a new Invitation:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Go to your Organization.<\/li>\n\n\n\n<li>Select <strong>Invitations<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Create Invitation<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"489\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-7618 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-1024x489.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-1024x489.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-300x143.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-768x367.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-1536x733.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-2048x977.png 2048w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2026\/07\/image-2-360x172.png 360w\"><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Select the campaign you want the Invitation associated with.<\/li>\n\n\n\n<li>Add the required participant details.<\/li>\n\n\n\n<li>Send the Invitation.<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Campaign selection<\/li>\n\n\n\n<li>Participant information fields<\/li>\n\n\n\n<li>Send\/Submit button<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The person receiving the Invitation will be guided through the steps needed to participate based on the campaign type and setup.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Which campaigns support Invitations?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Invitations are available for supported campaign types, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Peer-to-peer fundraising campaigns<\/li>\n\n\n\n<li>DIY campaigns<\/li>\n\n\n\n<li>Microproject campaigns<\/li>\n\n\n\n<li>Supported CoCoPay campaigns<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Availability may vary depending on your campaign configuration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Invitations make it easy to invite people to participate in fundraising activities, peer-to-peer campaigns, DIY campaigns, microprojects, and other supported experiences across the ConnectionPoint platform. With Release 108, managing Invitations&#8230;<\/p>\n","protected":false},"author":3,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[11,3],"doc_tag":[],"class_list":["post-7615","docs","type-docs","status-publish","has-post-thumbnail","doc_category-general-help","doc_category-organization-management"],"year_month":"2026-07","word_count":290,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Shannon Belliveau","author_nicename":"shannon","author_url":"https:\/\/connectionpoint.com\/help\/author\/shannon\/"},"doc_category_info":[{"term_name":"Organization General Set-up &amp; Management","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/general-help\/"},{"term_name":"Organization Management","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/organization-management\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Manage Invitations Across Your Organization - ConnectionPoint Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/connectionpoint.com\/help\/docs\/how-to-manage-invitations-across-your-organization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage Invitations Across Your Organization - ConnectionPoint Help Center\" \/>\n<meta property=\"og:description\" content=\"Invitations make it easy to invite people to participate in fundraising activities, peer-to-peer campaigns, DIY campaigns, microprojects, and other supported experiences across the ConnectionPoint platform. 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