Provide an internal name for the invitation and assign it to Community.

1. Open the activity.
2. Click the Distribute tab.
3. On the left menu, click Hub Invitations.
4. Click New Hub Invitation.
5. In the Name field, type an internal name for the invitation.
6. From the Assign to a Community list, select Community.
   This step applies to customers with multiple communities.
   Note: Surveys must contain a translation for the assigned Community's locale. If the translation is not present, you can create a distribution, but you cannot send it or make the activity live. For more information, see Manage locales.
7. Click Create.
   Result: The Recipients tab appears.

Use a member group to select which members will receive the invitation. You can also create a new member filter to select the recipients based on their profile variables, participation in activities, or response to a question.

1. From the Recipients list, do one of the following:
   • Select an existing member filter
   • Create or edit a member filter
   As you make your recipient selections, the Total Eligible count updates to display the total number of eligible recipients. For more information about how this count is calculated, see The Total Eligible Recipients count.
2. Optional: Click Edit to update the member filter.
3. Optional: Click Reset to create a new member filter.
4. Optional: Select Recipient size limit, and enter the maximum number of possible recipients.
5. Optional: Select Automatically send to new eligible recipients.
   For more information about this feature, see Automatically invite new eligible recipients.
6. Optional: Select Reserve members for this activity.
   For more information about this feature, see Sample management.

Create a member-facing name that appears in the activity widget and select an activity theme.

1. Click the Activity Details tab.
2. In the Member Facing Activity Name field, type the activity name members will see.
   The member-facing activity name is visible:

   • In the browser tab
   • In the activity widget of the Member hub

   This field cannot be empty. If you do not provide a value, the application will use the last member-facing activity name that was provided in the same language. If this value does not exist, the application will use the internal activity name.

   You can change the member-facing activity name at any time while the invitation is open. The updated member-facing activity name is visible to any members who start the activity after the change is saved. However, members who have already started the activity under the old name will still see the old name.

3. Select the theme recipients will see when they view the activity.
   Note:

   • The selected theme is only visible to this invitation's recipients. Therefore, the same activity can have multiple invitations, each one with a different theme.
   • For power surveys, you can only apply the Active Theme set for the community.
   1. In the Activity Theme area, select a theme from the menu.

      By default, the theme is set to the active Community theme.

   2. Click Preview to see what the activity looks like with the selected theme.
      Result: The preview opens in a new browser tab.

You have the option of sending the invitation immediately or selecting a date and time in the future.

1. Click the Schedule tab.
2. In the Send Date area, select when to send the email.
   • Now: Sends the email upon confirmation.
   • Later: Opens a calendar to select a date and time in the future.
   Note: You need to click Review and Send to send the invitation now or later.

Review the details in the confirmation summary before sending the invitation to members.

1. Click Review and Send.
   Result: The Confirm Communication dialog appears. If there are any errors in the communication, they will be displayed here and you will be prevented from sending.
2. Click Send Now or Schedule Send.
3. If you added a schedule to the invitation, look for these indications that your invitation was scheduled successfully:

   • A green notification message appears and says "The communication has been scheduled to be sent" at the specified date and time.

     
     Tip: If you need to unschedule the email, click Cancel Communication inside the notification message. The status of the email will change from Scheduled to Not Sent.
   • In the Hub Invitations table, the email's status appears as Scheduled and the date and time of send appears under the Schedule column.

   For more information, see Scheduling.