Inviting Users
Anyone can download Reach and create an account, but the fun doesn’t start until you join a campaign. Reach is designed so that it can spread organically amongst your supporters, volunteers, or members. We achieve this by providing several different methods for inviting users to your campaigns.
Note: For Reach Movement organizations with multiple campaigns, users must be invited to each campaign individually.
Users Inviting Users Individually by Cell Phone Number
Existing members of a campaign can add new individual users to that campaign from within the app. This is how we spread Reach to the farthest corners of our volunteer force as quickly as possible. After all, the more Reachers we have, the more IDs we collect! if you don’t see this option, it may be because your campaign has limited who can invite other users.
Users with access to this feature will find “Invite User” buttons located throughout the app:
- In the top right corner of most screens in Reach, there is a button with your profile pic. Tap that button to open the “User Drawer” where you’ll see a button labeled “Invite User to Campaign”.
- There is a button under Campaign Actions in the Campaign Drawer labeled “Invite User to Campaign”. Tap the gear icon next to the campaign name to open the Campaign Actions menu.
- There is a button at the top of the person profile screen. You will only be able to use this button if you have permission to view that person’s phone number.
If you want to add someone to your campaign, just tap one of these “Invite User” buttons and you’ll see our “Invite User” pop-up.
Enter a phone number. From this screen, you can also decide whether the new person should receive a text message notification that they have been added to the campaign, and customize the message before sending it from your personal messaging app. If you are a Verified User, Admin, or Owner of your campaign, you’ll even be able to decide which permissions the new user should have! More on User Roles and Permissions here.
Tip: You can also use this window to upgrade or downgrade the role of an existing user! Just enter their cell phone number and pick a new role and click add and their role will change accordingly.
When you’ve made all your choices, tap “Invite” in the top right. If all has gone according to plan, you will see a green notification that they have been added. The new user can then create an account or login to Reach and check their Campaign Drawer to see the campaign and select it.
Inviting Users by Campaign Key or Link
When you want to on-board many people at once, adding them individually by cell phone number would be a bummer. That is when you’ll want to turn to Campaign Keys and Links.
From the admin dashboard, Admins and Owners can generate campaign keys which you can then share with folks who can enter the code or click the link and sign in to the web app to join your campaign on their own. More about that here.
This feature is only available for Reach Complete and Reach Movement subscriptions.
