Usertick
Start free
Team invite survey template

Find out why invited colleagues don't join, from the person who invited them

Four questions for account owners a week after their first invite: how easy inviting was, how many have joined, how clear the roles are and what stops the rest. Usertick reads every written answer and groups the blockers into themes.

Get started freeAll templates

What this team invite survey tells you

A team invite survey asks the account owner how bringing colleagues in went, once there has been time for them to join. This template takes under a minute: an effort score for sending invites, a slider for how many of the invited have joined, a rating for how clear roles and permissions are, and one open question about what stops the rest.

It is written for an email to account owners a week after their first invite. Usertick doesn't send it on that date by itself, so import the owners who sent a first invite the week before and send it, or schedule it up to 30 days ahead. A popup on your team settings page reaches owners inside your web app.

Results shows the effort score and the share who found inviting easy, the median share of invited people who joined, and the roles rating with the share who rated it 4 or higher. Usertick reads each written answer and files it under a category such as getting started or account and access, with a type and an urgency.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email to account owners a week after their first invite
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Customer effort

How easy was it to invite your team?

Why ask it
Inviting is where one user becomes a team, and every extra step loses colleagues. The effort score shows whether the invite flow itself is in the way.
What you learn
The average on the 1 to 7 scale and the share who found it easy, with a hard-to-easy bar, compared with the period before.
Make it yours
Keep it first, so the owner can tap a score inside the email and open the rest of the survey.
Question 2 of 4 · Slider · Optional

About how many of the people you invited have joined?

Why ask it
An easy invite that nobody accepts is still a failed invite. The slider asks for a rough share, since owners rarely know the exact count.
What you learn
The median and the middle half of answers drawn over the 0 to 100 scale. Add an answer filter for owners near None yet to read what stops their colleagues.
Make it yours
Compare it with the acceptance numbers in your own product, since a gap between the two shows owners who think the team is in when it isn't.
Question 3 of 4 · Stars

How clear are the roles and permissions?

Why ask it
Owners hold back invites when they aren't sure what a new member will be able to see or change. A clear permissions screen removes that worry.
What you learn
The average rating, a bar per star and the share who rated it 4 or higher. Select the low ratings to see whether those owners also have fewer colleagues joined.
Make it yours
Name the roles from your own product in the label, such as admin, editor and viewer, so owners rate the screen they used.
Question 4 of 4 · Text · Optional

What's stopping the others from joining?

Why ask it
The reasons colleagues don't join are often outside the product: an invite in spam, a sign-in rule at their company or no reason to log in yet.
What you learn
Usertick reads each answer, gives it a theme, a type and a sentiment, and marks the urgent ones. Results lists the answers filterable by theme, with up to 8 themes and their trends.
Make it yours
Keep it optional, and read the answers about invites that never arrived first, since those are often a delivery problem you can fix.

What the answers show

Results turns each question into numbers you can follow week by week.

How easy was it to invite your team?

The average on its own scale and the share who found it easy, against the period before and by device.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Inviting the team in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Wait a week

    Colleagues need a few days to see and accept an invite. Ask too early and the slider sits at None yet for everyone.

  2. 02

    Build the list each week

    Export the owners who sent a first invite the week before, import them as a CSV and send the survey. Skip people who already received this survey keeps anyone from getting it twice.

  3. 03

    Follow up on low numbers

    Give each response where few colleagues joined an owner in the inbox, so someone from your team offers help while the account is new.

  4. 04

    Reach owners in the product

    Run a copy as a popup on your team settings page for owners who don't open email. From Starter, target user traits such as role, passed with Usertick.identify().

Onboarding surveysSaaS surveysEmail surveysSeats and permissions questions

More onboarding templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
OnboardingOnboarding feedbackLearn how the first steps in your product felt, what new users came to do and where they got stuck. Trigger it when someone finishes setup or on their third day.
OnboardingTime to valueFind out how long new customers take to get real value from your product and what slows them down. Send it 30 days after signup.
OnboardingTrial check-inCatch trial users who are stuck before the trial runs out, and learn what they came to test. Show it on the third day of the trial.
OnboardingWelcome surveyLearn who signed up and what they came to do, so you can tailor onboarding and see which channels bring the right people. Show it right after signup, before the first screen of the product.

Questions from the library

Browse the question library
  1. How many seats does your plan include?Number · Seats and permissions
  2. How many of your seats are actually in use?Multiple choice · Seats and permissions
  3. How easy is it to add or remove a person?Customer effort · Seats and permissions
  4. Do you test changes before they reach your live account?Yes / No · Sandbox and test data
  5. Where do you test?Multiple choice · Sandbox and test data
  6. How easy is it to create test data?Customer effort · Sandbox and test data

Frequently asked questions

About a week after the first invite, when colleagues have had time to join. Send it by email from Usertick or share the link in your onboarding email.

Not by itself. Usertick sends to a contact list now or on a schedule up to 30 days ahead, so build a weekly list of new owners. On every plan, a HubSpot workflow on HubSpot Professional or Enterprise can send it to each contact it enrolls.

The person who sent the invites, usually the account owner or an admin. Invited colleagues who haven't joined yet can't say much about the product.

Read what those owners wrote about the others, then fix the most common cause, such as invite emails that land in spam or no reminder for an unopened invite.

Four, as here, keeps it under a minute. Three of them are taps, and only the open question takes typing.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

Listen better, act faster, and build what truly matters.

Start free, see what your customers mean, and get each answer to the person who can act on it.

Get started freeTalk to sales
  • 150 responses a month on Free
  • Every channel and AI analysis
  • No card needed