Invitation to Portal

Now that the invitation functionality is available in the new application portal, I am wondering how to go about using it? We send about 100 invitations per quarter to specific contacts on organizations currently, by pasting the unique program link into an email document template. We like that this creates a document and activity record that we can track, but it is not very attractive from a user interface perspective and the Invitation communication from the Program email side would look and feel more streamlined. However, I am not sure how to send them, and I am not sure how to track them. Does anyone know, and is there documentation anywhere? Haven't been able to find anything so far.

Tagged:

Best Answer

Answers

  • Kayte, did you get any answer to your question? I am wondering the same thing.

  • @Nicole Ragno This does answer the question Nicole, thank you! One more thing- is there a record anywhere of the invitation being sent? Can I run a report of which contacts received an invitation to a certain program?

  • In my testing I see now that it does record the invitation as an Activity. Yay! Super excited about this functionality, thank you BBGM team!!!

  • Nicole Ragno
    Nicole Ragno Blackbaud Employee
    Fourth Anniversary Kudos 2 Grantmaking Fall 2025 Product Update Briefing Feedback First Reply

    So glad to hear it, @Kayte Wisor! I will pass on the positive feedback to the team. They will LOVE to hear it 😊