All About the Connect Workspace in FTM 2024

We have discussed everything in this content about the ‘Connect Workspace’ in FTM 2024 which helps to make our task even faster and smoother. Therefore if you are one of those users who are seeking to know more about the ‘Connect Workspace in FTM 2024’ then you must go ahead and read this blog.

The Connect Workspace in FTM 2024

Well, only by using the free Family Tree Maker Connect app and TreeVault cloud services, you can share your family tree with all your family members via the Connect workspace. Moreover, each of the four tabs in this workspace is intended for a particular task as mention below;

• “Select Guests” tab – Using this tab you get to collect and arrange possible visitors. You can simply manually enter the email addresses, import contacts from your computer’s contact list, or locate relatives who are already in your family tree to add names and all the contact details. After you have finished adding all the details, then these people will show up on the ‘Guests’ tab, where you can choose when to invite them to come see your tree.
• The “Match to Tree” tab – You can see who has been invited to your tree, who hasn’t been invited yet, and who has left sticky notes with feedback on this tab.
• The Send Invitations tab – You get to Compose, preview, and send invitations to the individuals on your guest list just by using this tab.
• The “Get Hints” tab – Notes that you or visitors have added to your tree via the Connect mobile app are displayed on this tab. These notes can be easily transformed into permanent notes in your tree or into facts.

Also Read: Family Tree Maker 2024 FAQs

Getting Started with Your Guest List by using Connect Workspace in FTM 2024

You should compile and arrange your family members’ contact details in the ‘Connect workspace’ before inviting them to see your tree. There are three methods for doing this:

• Firstly, importing contacts from the address book on your PC.
• Discovering family members who are already list in your tree.
• And now manually entering email addresses into the required fields.

Furthermore, potential visitors can also be added during the Connect workspace’s initial setup or afterwards via the Prospects tab.

Process of Importing the Email Addresses from Your Computer’s Address Book

1. The first thing you should do is navigate to the Connect workspace’s Prospects tab.
2. Next, you must select ‘Contacts’ on Your Computer and then click the down arrow that’s next to a group in the list to select it if needed.
3. After selecting the individual’s name, you need to select the ‘Add Contact’ to ‘Guest List’. Command-clicking each person will allow you to select more than one.

How to Manually Enter Email Addresses?

1. Navigate to the Connect workspace’s Prospects tab.
2. Select “Type It In.”
3. Type in your email address and name.
4. Select “Add to Guest List.”

 Including Existing Members in Your Family Tree

1. Navigate to the Connect workspace’s Prospects tab.
2. Select Your FTM Tree Index first. The home person’s closest surviving family members are shown in the middle column. And now to expand the filter and add members of the extended family, you just need to use the Family Circle slider. (Remember that if you are not the same person in your tree then you can choose to click on the ‘Change’ button).
3. You now need to select the individual’s name. Next, you should command-click each person to select more than one. Moreover, if you want to look for a specific person then you can do so by using the ‘Search’ option.
4. Select “Add Person to Guest List.”

Learn how to Link a Guest to Their Profile in Your Tree

You must connect the guest’s profile to the matching profile in your family tree in order to send customized invitations that emphasize your relationship with the recipient. If the guest was added using family tree option, as described in the previous task, this step is not required.

1. First of all, you should navigate to the Connect workspace’s Guests tab.
2. Now select the visitor that you wish to associate with a member of your tree.
3. After which the guest in your tree will be identify by Family Tree Maker. Take one of these actions:

• You will need to Click ‘Match’ to link the suggested person if they are a match.
• To manually look for the right person if they don’t match, click Change Person.
• Now you can choose to click on ‘Find’ to look for the person if no matches are suggest.

Personalizing and Distributing an Invitation

You can invite people to see your tree after adding them to your guest list. You could also personalize it or use the standard email. For instance, you could share a picture of their grandmother or another interesting detail from your tree.

1. You need to start by opening the Connect workspace and then select the ‘Invitations’ tab.
2. After doing so you must select the visitor to whom you would like to extend an email invitation. You will find the default email that is used to invite someone to visit your tree shown right in the ‘Compose Invitation Email’ column. Now simply by adding an image, you can easily customize the email as well as change the text accordingly. Finally, what the email will look like to the recipient will be seen on the right side of the ‘Invitation Email Preview’ column.
3. You can either enter their email address or choose it from the Guest pop-up menu.
4. To make email more unique and pertinent to the recipient, edit the text and include a photo or other information.
5. Select the “Send Invitation” button.

Conclusion

Since we have given you the most precise steps, we sincerely hope that the instructions above are very helpful. You should now be able to effectively manage the “Connect Workspace in FTM 2024.” However, you are welcome to call the Family Tree Support Number at +1-888-427-8070 if you require any help with the same. For immediate assistance, you can also contact us at any time by using our live chat support.