Back to Glossary
Campaign Types

Team Invite Email

Emails encouraging users to invite colleagues and expand usage within their organization.

Definition

Team invite emails prompt users to add teammates to their account or workspace. These are distinct from referral emails because they expand usage within an existing account rather than acquiring net-new customers. Team invites increase stickiness, drive seat-based expansion, and accelerate product adoption through internal virality.

Why It Matters

Users who invite teammates are dramatically more likely to retain. Collaborative products become embedded in workflows when entire teams use them. Team expansion drives seat-based revenue growth without acquisition costs. And each new team member is a potential champion who might spread usage further.

How It Works

Identify moments when inviting teammates makes sense: after activation, when using collaborative features, when hitting individual limits. Send emails that explain the value of team usage and make inviting simple. Track invite sends, acceptances, and the impact on retention and revenue.

Best Practices

  • 1Prompt team invites after users experience collaborative value
  • 2Make inviting as frictionless as possible (one-click)
  • 3Explain the benefit to both the inviter and invitees
  • 4Send invite reminders at natural usage milestones
  • 5Track team size as a retention and expansion indicator
  • 6Celebrate when invited members join and become active
  • 7Target power users who would most benefit from team features

Team Expansion Prompts

Trigger team invite campaigns based on usage patterns. Encourage users to invite colleagues at moments when team usage makes sense.

Learn More

Frequently Asked Questions

After users activate and experience value. When they use features that benefit from collaboration. When they hit individual limits that team plans would solve. At usage milestones that suggest they are serious about the product.

Make inviting one click. Pre-populate invite messages. Explain what teammates will get access to. Show social proof of teams using the product. Offer incentives like additional features for team usage.

Team invites expand usage within an existing account (same company). Referrals bring in entirely new accounts. Team invites drive expansion revenue and stickiness. Referrals drive new logo acquisition.