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Revamped invitation flow

Situation

The invitation flow to add people to a business in Meta Business Suite needed to be updated to reflect our new permissions framework. While we were making that change, we decided to make more enhancements to see if the changes impacted invitation completion rates.

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Tasks

  • Work with product design and eng to redesign the invitation flow
  • Updated content to support assigning granular permissions
  • Break the flow down into more steps
  • Include a new “Review invitation” step to allow the user to verify the information they’ve entered before sending the invitation

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Actions

  • I updated the content in the invitation flow to support task-based permissions
  • Broke up the invitation flow into steps to make it more understandable

Results

About a 20% increase in the successful flow completion rate (successful invitations divided by the number of flows started) compared to the old version of the invitation flow. 64% improvement in successful flow completion rate (from 31% to 51%).

  • Old invitation flow: 35.48k out of 115.65k = ~31%
  • Revamped invitation flow: 107.23k out of 211.26k = ~51%

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