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Pre-approve members to your Heartbeat community

  • Updated

Step-by-step walkthrough

  • Create a Sign Up Page and set it to be pre-approved.
  • Then, create a pre-approved email list, and only people whose emails are on that list can successfully use the sign up page. Everyone else gets blocked. 

Adding Approved Members

Automated Route: Zapier

After you've manually reviewed and approved members from your form submissions, you can use Zapier to automatically add them to your private sign up page's pre-approved list.

As a CSV File

In Zapier, create a Zap (using Google Sheets):

  • Trigger: New spreadsheet row
  • Action: Invite users

Manual Route

  1. Review each submission manually
  2. Add members to your sign up page
  3. Click on the ... and select Manage Invites from the dropdown
  4. Add the emails and click on Add & Send Invitation Email

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