How do you invite volunteers?

Why invite your volunteers to POINT?

When you invite your volunteers to POINT, they are sent a link to create a POINT volunteer user account. A volunteer user account is required for volunteers to sign themselves up for your events on POINT.

The system will create a contact record with the status "Invite Sent" and a private access level for your internal organization's contact list. As an admin, you can do anything with the contact: edit the contact record, add it to a group or program, or assign it to an event. You can also just create a contact record with the status "Unclaimed" and send an email invitation later. 

Before you get started

To invite a volunteer to join your organization, you will need: their name and email.

Three options

There are three ways to create contacts and invite them via email to join your organization on POINT:

1. You can manually type in one name and email address
2. You can manually type in their multiple names and email addresses
3. You can upload a CSV file containing multiple names and email addresses

How to manually create one contact and invite it to join your organization on POINT

Step 1: Click on the “Create contact” button on the Contacts page.

Step 2: Click on “Add New Contact”

Spet 3: Enter the contact's First Name, Last Name, and Email. Other contact information is optional. 

 

Step 4: Choose an option: "Create contacts and invite them via email to claim their POINT account".

Step 5: Click “Add Contact and Invite”.

Result example: 

How to quickly add multiple contacts and invite them to join your organization on POINT

Step 1: Click on the “Create contact” button on the Contacts page.

Step 2: Click on “Quick Add Multiple Contacts”

Step 3: Enter their First Name, Last Name, Email Address

Additional options before invitation (Optionally):

• To manually add more contacts click "Add Another" and a new field for inviting a volunteer will appear. (If you added too many fields, just delete it.)
• Associate contacts with Groups. Optionally select one or more groups to add the contacts to automatically. 
  
  

Step 4: Choose an option: "Create contacts and invite them via email to claim their POINT account".

Step 5: Click “Send Invite Emails”.

Result example: 

How to Import Contacts CSV file of volunteers to join your organization on POINT

Step 1: Download the CSV template 

Step 2: Add your volunteers to the CSV template.

• The first row must contain the headers. Please don’t edit this row.
• Your data should begin in row 2. 
  
  • Please delete the example row provided in the template and add your own data.
• Note: the “group” column is optional. 
  • If you want to add volunteers to a group, the group name must match exactly what is already in POINT. It is case-sensitive.
    
    

Step 3: Click on the “Create Contacts” button on the Contacts page.

Step 4: Click on “Import a CSV”

Step 5: Click the “Upload a CSV file” button

Step 6: Select the file you just created that contains your volunteer data.

Step 7: Optionally select one or more groups to add the volunteers to automatically.

Step 8: Click “Sent Invite Emails”.

Result example: 

 

What does the email look like that my volunteers receive?

POINT will automatically send your volunteer(s) and email that looks something like this:

• For users who don't have created a POINT account

• For users who have created a POINT account 
  
  

Where can I find the contacts I invited to join us on POINT?

Admins can see which contacts have been invited in their dashboard:

Step 1: Go to Contacts page 

Step 2: Filter by Join Status "Invite Sent" or use Sort by: Date Added (Newest First)

 

Questions? Email us at support@pointapp.org.