What is the Invite-a-Friend System?

The Invite-a-Friend System is part of the Beta Management feature set which only becomes enabled if your project is a Pre-launch Campaign type. To learn more on this please refer to: Creating A New Project  > 2. Campaign Type

The Invite-a-Friend System allows your users to invite their friends to your beta. Enabling this feature will help spread the word about your beta and attract more users. 

In this system, you give users a fixed number of invites which they can send to their friends. For example, every already invited user can invite 5 of their friends. The invited friend gets immediate access to your beta, as if they had applied for access and you automatically accepted (invited) them.

This is similar to how Gmail launched way back in the day.

  • How it works
  • How it differs from Referral System
  • How to set it up
  • How it works

    The user (inviter) must have a status of either Invited or Active to be able to invite new users. This means that they would have had access to your beta already for them to be able to use the Invite-a-Friend form similar to the one below. 

    The invitee will then receive an invitation email with their assigned unique invitation code. 

    If you look up this newly invited user in the Users list, you'll find that they are automatically in the Invited, not Applied state. They will be moved to the Active state once they have accepted the invite and used their code. 

    How it differs from the Referral System

    With the Viral Referral System, each applied user receives a unique referral link which they can share with friends over email and on social networks. When a friend of theirs clicks on this referral link we record the click. If the friend who clicked later signs up, then we record this conversion as a referral. This is more like a referral because the friend does not get access to your beta -- just referred to your beta. They still have to apply for access (fill out and submit the signup form) and you still have to approve their application (i.e. invite them).

    With the Invite-a-Friend System, the user must already be in the Invited or Active state to be able to invite others. This allows you to make access to the invite form exclusive only to those kind of users. With the invite form, the user can submit their friend's email address which automatically grants their friend the Invited status as well. You can limit how many invites a user is allowed to make. 

    While each system has its specific use, you can use both of them together in your campaign. 

    How to set it up


    From your project dashboard, navigate to Settings > Project Settings from the top-right corner. 


    In the Project Settings sidebar menu, select the Beta Management tab then toggle ON the Invite-a-Friend System feature. 

    Set the value for Invitations per user to limit how many people a user is allowed to invite. Hit Save when done. 


    Embed the Invite-a-Friend form on your website or app. 


    You'll also want to make sure that you have an Active Friend Invitation email sent to every invited user. You project will automatically have this default email message when you enabled Invite-a-Friend System

    You can create/edit this through Email > Messages

    For this email to work, under the  Settings tab the email Trigger must be set to send when a user is invited by a friend

    In the Content tab, make sure you've inserted the {{recipient_email}} and {{invitation_code}} variables which with every email sent will automatically be replaced by the necessary information each invitee needs and have to use to join your beta. 

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