Inside the Social Advocacy Board, employees can easily connect their social profiles to share pre-approved social content with a single click.
To invite Board users, you must first create an Advocacy Board. Once the Board is created, head to the Advocates tab and click on the Invite Advocates button.
If the Invite Advocates button does not appear, you likely do not have the needed User Permissions or you have reached the maximum number of Advocates allotted for your account.
Name, Email, and Role are the only required fields. Region and Department are optional.
If Advocacy fields are required in settings, then they will also be required when inviting Advocates.
Input Format
Name, Email, Role, Advocate Field 1, Advocate Field 2
Please Note: the fields should be in the same order as in the fields list in Board Settings. Based on the example list in the image below, the CSV order should be:
Region, Department, City
Single Invite Example
Name, Email, Role, Region, Department, City
John Doe, john@mycompany.com, Contributor, HR, North America, Los Angeles
Multiple Invites Example
Name, Email, Role, Region, Department, City
Toni Soprano, toni@mycompany.com, Champion, Europe, HR, Paris
Silvio Dante, silvio@mycompany.com, Contributor, Europe, Engineering, Milan
Paulie Gualtieri, paulie@company.com, Advocate, North America, Engineering, New York