How to Configure Linked Member Invitation Emails in Go Operator

Problem

When a primary member adds an existing member to their group, that member receives an email invitation to connect, which must be accepted to complete the link. You need to edit the invitation email and set up the business rule that sends it.

Resolution

1. Edit the email template

   • Go to Automation Portal > Email Templates and select Linked Member Invitation.
   • Review or edit the template as needed.

2. Save the template

   • Select Save.

3. Create a new business rule

   • Go to Configuration > Automation > Business Rules.
   • Select Add (the plus (+) button).

4. Configure the business rule

   • Enter a name for the business rule.
   • Set Type to Link Member Invitation.
   • Set Action Type to Email.
   • Choose the Linked Member Invitation template.

5. Save the business rule

   • Click Save.

Notes

• You must have appropriate permissions to access Go Operator.
• The membership must be available in Go Join, with the correct tags assigned to display there.
• Related: Group, Junior and Linked Memberships in Gladstone Go; Enabling 'Book for Others' Feature; How to Use Linked Membership Features in Gladstone Go.

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