Easy Invite Links help you quickly capture prospects and key financial data in Elements using a turnkey, white labeled, and customizable lead capture form.
You can create multiple unique links for different marketing campaigns (such as their website, a webinar, an event, a social media ad, in-person meetings, etc.). Each link has a short, branded form that prospects will complete to create an Elements account within your firm.
Account creation leads prospects directly into an in-app onboarding flow that ultimately captures key financial data to populate the Elements scores.
Easy Invite links can be created and used either via the advisor web app or advisor mobile app. Links you create will be available in both places.
Additionally, we track the source of all prospects for you using the name of the invite link, so use a name that best indicates where this prospect came from (for example, “Main website form” or “401k webinar”).
Easy Invite Links can be copied and pasted anywhere - a website, a text message, a digital ad, a landing page, etc.
When a prospect clicks the link and completes the form, we’ll add the prospect to your prospect list in Elements. See below for more details on the prospect experience.