Quick update on current state.... We use SSO in our community so there are three flows that could be at play: Recipient is a member of the community already Perfect! Open email, click Join link, sign in, and you're added. Recipient is a member of company, but not community Perfect! Open email, click Join link, sign into Community using company account, set a username, and you're added. Recipient is not a member of company, or community In order to create a company account you must verify your email address which understandably breaks the flow. In our case, the recipient needs to be advised to create a company account and verify their email. Once completed, open the email again, click on the Join link one more and sign into the Community, setting a username when prompted which adds them to the Group. To ensure a good user experience we've edited the Group Hub invite template to include directions for folks in flow 3. We opt'd to do this over directing the user to a topic in the community with guidance since they may not remember that they need to go back to the email and click Join after creating a company account. We had to do this due to the invitation modal 'text box' being plain text only which means everything lumps together, you can't have multiple lines of text so in order to communicate the steps for flow 3 we had to edit the template. Two things we're looking into as well: Opt-out, we need to make a process to ensure we don't send invites to people who've opt'd out of communications. This will likely be a manual process Sent from, you can't change the Sent From address so we're building a process to ensure key stakeholders are informed so when recipients reply to the invite email requesting help we can swarm and support.
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