Activation email template
Team member invited email
A team member invited email goes to the person who sent an invite. It thanks them, shows how to work together in your product, and makes it more likely the invite turns into an active teammate.
Event-based, sent the moment it happens
Each time it happens
The email template
This is the starter email Atlis fills in when you add the Team Member Invited trigger.
Subject
Your team is joining you on {{productName}}
Hi {{displayName}},
Great move inviting a teammate. {{productName}} works best when your team is in it together.
Once they accept, you'll see them in your workspace.
Open {{productName}}
Best,
The {{productName}} team
When it sends in Atlis
You track team_member_invited.
Goal: Turn a single user into an active team.
Tips for this email
- Explain one collaborative feature that only works with teammates.
- Suggest they nudge the invitee if the invite isn't accepted.
- Team usage is a strong retention signal, so make this email count.
Send it automatically in three steps
- 1
Connect your app
Install the Atlis snippet or send users and events with the Server API.
- 2
Add the Team Member Invited trigger
In Workflows, add the Team Member Invited trigger. The email below is filled in for you.
- 3
Edit and switch it on
Adjust the wording, optionally add up to 4 follow-ups, and switch the workflow on.
Questions
Is it sent to the inviter or the invitee?
Atlis sends it to the user who fired the event, which is normally the person who sent the invite.
Does it repeat for every invite?
Yes, it can send each time you track team_member_invited. If you only want the first invite, send a custom event such as first_invite_sent and use a custom trigger.