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Whether you’re a B2B service where teammates collaborate, or a B2C service where friends connect, getting users of your service to invite other users is your cheapest form of customer acquisition, and key to product-led growth (PLG). And yet, its an area that is often woefully underserved. You rush out a basic invitation form, with a single invitation method that generates a single invitation email, and you often don’t even have any visibility into how the invitations are converting. Even in services where PLG is the lifeblood it’s often squeezed off the roadmap by work on the “real” product. Vortex allows PLG to not just get the attention it deserves, but makes it the most valuable tool in your customer acquisition toolbox, all without having to battle for precious developer time. Best-of-breed invitation flows You may not have the development bandwidth to invest in every invitation method you’d like to offer, each rich with features and settings, but we do. It’s our business! Get everthing you want, right out of the gate, instead of delivering features in a slow trickle over the course of months and years. No developers required No need to pull developers away from other roadmap priorities, and no need for development to be the gatekeepers of your growth initiatives. Vortex’s low-code solution doesn’t require any developer involvment after the initial implementation, which typically takes less than an hour. Continutous optimization As hard as it is to get growth features onto the roadmap and prioritized, it’s rare that you have the luxury of being able to run experiments in an effort to see what’s working, what isn’t, and what can be improved. With product managers and growth marketers able to take the reins, leveraging rich built-in analytics to make data-driven decisions, Vortex allows you to turn your growth efforts into a process of continuous experimentation and optimization.

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What is an invitation flow?

To be successful with product-led growth you need to make it incredibly easy for one user to invite other users, and then you need to work really hard to get those invitations to convert. A Vortex invitation flow encapsulates all of this.
  • 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.
  • Enrich your emails with personalized content via template variables, and customize the styling to match your brand’s identity.
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)
Integrating mutliple opportunities for users to invite others is key to being successful with product-led growth, and with Vortex the incremental effort to add additional invitation flows is negligible. Creating a flow is easy via Votex’s web-based portal, with a wizard-like experience taking you through the process of installation, creation of your invitation form, customization of your email templates, and, lastly, publishing everything to production.