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An invitation flow encapsulates everything from the form in your application where your users generate invitations, to the invitation emails, to the process by which those invitations are accepted.
  • Choose the invitation methods you want to offer your customers. Everything from email invitations where your users manually enter email addresses, or select from their Google contacts and native address books, to shareable links that can easily be distributed via SMS, social media, or even QR code.
  • Create the invitation form itself, which can be placed in a stand-alone modal or embedded in an existing page, and style it so that it perfectly matches your web site or mobile app.
  • Boost conversation rates with ongoing engagement that can include automatic reminders sent to invitees, gentle nudges sent to the inviters, and notices about accepted invitations.
  • Create templates for every individual email, with fully customizable styling and support for variables that allow you to enrich your emails with enticing content.
Invitation flows are easy to create via our web-based portal, and easy for developers to implement with our low-code solution. Get everything you want, with best practices built right in, and with minimal effort. You can create as many invitation flows as you need. Maybe your service only requires a single web-based invitation flow, but introducing multiple flows, especially for services that are more collaborative in nature, can boost viral growth. Take Trello as an example, where their customers are grouped into workspaces and each workspace can have multiple project boards. Trello has five different invitation flows.
  • Invitation to join a workspace during new-user onboarding (web)
  • Invitation to join a workspace (web)
  • Invitation to join a workspace (mobile)
  • Invitation to join a board (web)
  • Invitation to join a board (mobile)
Getting your users to invite others more often, and earlier in the customer lifecycle, are the keys to your growth and Vortex makes it easy for you to cover all of your bases very quickly instead of having to parcel everything out over the course of months or years. Fighting for bandwidth for growth initiatives from an overworked development team is a problem of the past! Getting started is easy. From the Vortex home page, just select the platform (web or mobile) for which you’re creating the invitation flow you’ll be taken into a multi-step experience that covers everything from your invitation form, emails, and settings, all the way through installation and publishing.