Overview

Inviting members is the first step in turning your space into an active community.

Rather than inviting everyone at once, start with a small group of highly aligned members. Early participants shape the culture, tone, and engagement patterns of your community.

A strong first cohort creates momentum for future growth.

Ways to Invite Members

EKOS allows you to invite members in three different ways depending on how you want people to join:

• Share invite link

• QR code invitation

• Auto-generate members from a file

Each method supports different types of community growth.

Method 1 — Share an Invite Link

The fastest way to invite members is by sharing your community invite link.

Open the Invite Members modal and select Share.

From here you can invite members using:

• Copy Link – copy and share the invite URL

• Email – send the invitation directly via email

• SMS – send the invite link via text message

• WhatsApp – share the invite through WhatsApp

This method is ideal for:

• small curated communities

• personal invitations

• sharing invites during events or conversations

You can also manually add email addresses in the field below and send invitations directly.

Each invited user will receive an invitation to join your space.

Method 2 — Invite with QR Code

You can generate a QR code that links directly to your community invite.

Select Invitation QR in the invite modal.

EKOS will generate a QR code that people can scan to join the community.

You can also download the QR code to use in:

• live events

• presentations

• posters or signage

• event check-in desks

• slides or printed materials

This method is especially useful for in-person events and conferences.

Members simply scan the QR code and follow the invite link.

Method 3 — Auto-Generate Members (Bulk Import)

For large communities, you can import members in bulk using a spreadsheet.

Select Auto-generate in the invite modal.

This method allows you to upload a template file containing member emails.

Step 1

Download the sample template.

Step 2

Fill in the required information in the spreadsheet.

Typically this includes:

• email address

• name (optional depending on template)

Step 3

Upload the completed XLSX file.

EKOS will automatically generate member profiles for the uploaded emails.

Each member will receive a temporary password via email.

They can then log in and update their profile information.

This method is best for:

• importing existing communities

• migrating from other platforms

• onboarding large member lists

Event-Based Member Creation

If your community hosts events, new attendees can automatically become members.

When someone registers for an event, EKOS can add them to your community directory.

This helps convert event participants into long-term community members.

This approach is especially powerful for:

• professional networks

• conferences

• associations

• learning communities

Assigning Roles During Invitation

When inviting members manually, you can assign a role from the dropdown next to the email field.

For most communities, the default role will be:

Member

Roles can always be updated later in the member management settings.

Best Practices

Start by inviting a small group of engaged members before opening your community more widely.

Early members help establish:

• the tone of discussions

• the culture of participation

• the initial activity inside the space

Communities grow through engagement, not just member count.

💡 Tip

If you’re hosting a live event, use the QR invitation on slides or signage.

Attendees can instantly join the community and continue the conversation after the event.