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Example Invitee’s Journey

Zuora

Example Invitee’s Journey

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In this example, we follow the journey taken by an invitee when a customer sends them an invitation to take a seat on a shared product.

When the customer sends an invitation, the invitee receives one of the following:

  • If an email invitation was sent, the invitee receives an email. The content of the email can be configured, as described in the Create a Custom Email Template topic
  • A message, for example in WhatsApp, that contains the link to follow

When the invitee follows the link in the invitation, they are taken to the invitation page that you have configured, where they can accept the invitation and login or register to continue.

The invitee can view the products shared with them in their Preference Centre using the Shared with me link. From here, they can also remove themselves from the shared product.