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Mar 13

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Assess the impact of your email campaign

The “Acceptances by Last Invite Type” chart reflects the last type of email (i.e., invitation, reminder, nudge) that was sent before someone accepted an invitation. It gives you a sense for how effective your follow-up campaign of reminders and nudges is at converting invitations.
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Mar 11

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Enhanced Google Contacts import

There are now additional options to include people from the user’s Google Workspace directory as well as guests from recent Google Calendar events. These options are great options for B2B services. The Calendar option in particular is a good fallback for when a given user’s Google Workspace doesn’t have contact sharing enabled.

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Analytics updates

  • Deployment markers on charts let you know when you published new versions of your invitation flow, making it easier to see the impact of those changes. Hover over the top of the marker for details on the deployment.
  • The Email Deliverability chart now includes data for all email types, and can be filtered to specific email type.
  • Improved look-and-feel, with the key metric for a chart displayed in larger font at the top-left, and a key displayed above the chart.
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Mar 4

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Send Vortex analytics events into other analytics services

Vortex events can now be sent directly into other analytics services, like Segment, Amplitude and Mixpanel. Look for Integrations in the Vortex sidebar and then click on the Analytics tab.

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Support for webhooks

There may be scenarios where you want to be aware of Vortex event as they happen in real time, so that you can act upon them appropriately. For example, you might want to be notified when an invitation to an existing user is created so that you can auto-accept it.Look for Integrations in the Vortex sidebar and then click on the Webhooks tab. You’ll be able to select which events you want to consume.

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New “Announcement” email template

If you allow invitations to existing users, you may want to automatically accept these invitations and send emails that serve as an announcement (that don’t require the invitee to take any action) rather than an invitation email.

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New invitation_created event

The invitation_created event fires any time an invitation is created.
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Feb 25

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Bug Fixes: Invitation form validations

Fixed an issue where a multi-select “Select” element on the form would not trigger a validation even when marked as required. Also fixed an issue where a validation would incorrectly fire even when the email field did have a value.
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Feb 20

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Bug Fix: Broken redirect for deleted invitations

If someone clicks on an invitation that has been deleted, they are properly redirected to your specified landing page instead of receiving a 404.

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Allow invitations to existing members

It may make sense for your service to allow invitations to both new and existing users. For example, a task management service may have the notion of a workspace and projects within a workspace. When people are being invited to a project, you might want to allow entry of email addresses to invite new users (i.e., not yet a member of the workspace) or the selection of existing workspace members.You can now accomplish this by leveraging the autocompleteCallback parameter. This callback function will be hit as the user types in the email field on your invitation form, and you can provide matches to existing users based on the search string passed to you by Vortex.Coming soon! The ability to auto-accept invitations to existing users, and to send a different type of email for invitations to these users.

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Domain autocomplete for email invitations

As a user is typing an email address, Vortex will offer suggestions based on relevant domains. The list of domains is based on the current user’s email address (so long as it isn’t webmail), any allowed domains for Autojoin (if enabled), and any domains passed in for Domain Restriction.

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Multi-select dropdown lists

Dropdown lists (i.e., “Select” elements) on your invitation form now have the option to be multi-select. Look for the checkbox to enable this option on the Styles tab when you have the field selected in the editor.

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Dynamic values for custom fields

You can now populate a Select element or a Radio element on your invitation form with a set of dynamic values by leveraging the dynamicValuesCallback parameter. For example, if your invitation form has a custom field for Role, instead of explcitly setting the values for that dropdown list you could have the options be dynamic based on the current user’s own role. When you have a Select or Radio element selected in the editor, look for the “Dynamic values” toggle on the Styles tab (to the right of “Choices”).When combined with the ability to have multi-select lists, you can do some creative things with your invitation form. For example, on an invitation form to invite people to a workspace, you could have a dynamic list of projects/teams for the inviter to choose from that would be appropriate for the invitee.

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New sharing options for Slack and MS Teams

If your invitation form includes shareable links, there now options to “Share link via Slack” and “Share link via MS Teams”. These are great options for B2B service, as they encourage sharing via the most common business messaging platforms.
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Feb 16

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Customizable loading state

A new loading parameter in the Vortex client code allows you to customize the loading state appearance while the invitation form initializes. You can usse either a skeleton placeholder (default) or a spinner indicator. Configure colors, animation style, speed, and sizing to match your application’s design.
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Feb 12

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Domain restriction

If you want to offer email invitations, but need to allow your customers to restrict invitations to specific domains, you can now do so with our new Domain Restriction feature. On the Settings tab for your invitation form, in the “Invite via Email” section, you’ll see a new toggle to “Limit email invitations to specific domains”. In addition to turning this toggle on, you’ll need to pass the allowed domains for a given customer in on the allowedEmailDomains property of your JWT payload.When this feature is on, users may not invite an email address that isn’t on one of the allowed domains. This includes invitations sent by selecting from Google or device contacts.
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Feb 6

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Analytics updates

  • The Analytics page now has a tabbed treatment, making it easier to find the information you’re looking for.
  • A “Shareable Link Clicks by Source” chart has been added to the Links tab, and it breaks down clicks by the service the link was shared on. Note that this is based on the sharing button from the invitation form that was used. For example, if a user clicked a “Share via WhatsApp” button, that click would register as WhatsApp on this chart. However, if they clicked “Copy Link” and then pasted the link into WhatsApp, it would register as Copy Link on the chart.
  • Added chart for acceptances to the Email, Links, and Phone tabs.
  • Added a Refresh button to the filter bar.
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Feb 5

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Bug Fix: Duplication of invitation flows

When duplicating a flow the version history of the original flow was incorrectly being carried over to the new flow.
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Jan 23

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Customize your unfurls

Additional parameters have been added to the Vortex client code snippet that allow you to specify how your invitation links will be unfurled when shared through services like Slack, iMessage, WhatsApp, etc.
  • unfurlImage
  • unfurlTitle
  • unfurlDescription
  • unfurlSiteName
  • unfurlType
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Jan 23
Your invitation links can now be on your own subdomain (e.g., join.acmetasks.com) instead of Vortex’s jyn.us domain. Look for the Domains entry in the Vortex sidebar.
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Jan 15

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Editor improvements

A new row selection paradigm makes editing your invitation form and email templates much easier. Mouse up and down either side of your invitation form or template to select a row. From there you can update its settings in the left pane, move it via drag-and-drop, or delete it.Speaking of drag-and-drop, the experience should be improved overall, making it easier for you to identify the dropzone. Dragging also now works even when your mouse pointer isn’t directly above the form/template.Numerical settings have improved widgets for incrementing/decrementing the value or clearing it.

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Email Deliverability chart

An expanded chart now includes information on open rate, click-through rate, bounce rate, and spam report rate.

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Renaming your invitation flow

In addition to renaming by clicking on the flow name when viewing the flow, you can also select a new “Rename” option from the ellipses menu in the flow’s section on the Invitation Flows page.
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Jan 13

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Button Text Customization

You can now customize the text for both the link sharing options and the contact import options. Click on either element on your invitation form and look for the “Button Text” section in the Settings.

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Gradient Support

We’ve added support for gradient background colors for you invitation form. With the “Form” element selected, look for the “Use gradient” toggle in the Background section of the Styles tab.

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Bug Fix: Android and iOS unfurls

Unfurls from the iOS Messages and the Google Messages apps were not being properly attributed on the Shareable Link Unfurls chart in Analytics.
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Jan 5

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Update to invitation acceptance

The acceptInvitations method (or /api/v1/invitations/accept endpoint if you’re using the Vortex API) currently accepts a target object that includes type and email. This has been replaced with a user object that includes name, email, and phone. The phone parameter is for future support of SMS invitations, so email is the only parameter currently required. We do encourage you to send name as well, though, as you’ll soon be able to include the invitee name sent here in your template for the Acceptance notification email (e.g., “Sally Smith accepted your invitation!).This is not a breaking change, and you may continue to send the target object, but we do encourage you to update your acceptance flow at your earliest convenience.
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Dec 12

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Autojoin

You can now simplify the process of one user inviting other users by eliminating the need for an invitation altogether. Autojoin allows users to join based on the domain of their email address. For example, AcmeTasks may allow anyone to join their organization on your service by signing up with an @acmetasks.com email address. Autojoin is an excellent option for B2B services, where all users in an organization are typically on a shared email domain. Instead of having to manually enter or select email addresses, a user could simply post a message to Slack or Teams and tell everyone that “We’re now using SuchAndSuch service. Just sign up using your work email to join our organization.”The checkbox to enable autojoin should only be exposed to users in your customer organizations that have appropriate privileges (e.g., admins). You control this by including the autoJoin scope in the adminScopes parameter of your JWT payload when the current user has sufficient privileges.