Invitation Models

Should you encourage congregants to sign up for Realm on your website or should you send invitations? This article explains each invitation model.

In order to take full advantage of all that Realm has to offer, you'll want to make it as easy as possible for congregants to find small groups, communicate with each other, access personal giving history, or register for events. But it's also important to balance this transparency with privacy concerns and understand the benefits and risks of both invitation models. You'll need to decide if congregants will be allowed to register for events and/or anonymously give online to your church.

Tip: Keep in mind that invitation models are not "set-it-and-forget it". As an administrator, you can easily change your invitation model to serve various strategies or goals. You can also mix and match invitation models with giving forms or specific URLs to make giving or registering for events easier for your community of faith.

There are three types of invitation models. By default, all accounts are set to the invite only model when you first purchase or convert to Realm.

To see what invitation model you're using, check the Invitation Model section on your church profile. You can change your invitation model by clicking and selecting Edit Info. Here you can select from the invitation model types:

  • Invite Only - Individuals can only be invited by the church. They can not send a request to create a Realm account.
  • Invite + Realm Account Sign Up Requests - Individuals can be invited by the church and can send a request to create a Realm account. Administrators must approve or decline the request.

  • Open - Anyone can automatically sign up and create a Realm account.

For more information, see the Best Practices Guide.