I am developing an app, which allows a user (Leader) to develop plans for many other users (followers). The Leader will be able to update a follower's plan (and the follower receives a notification) and the followers will be able to send updates to the leader (and the leader will receive a notification).
The app will have a companion web client.
The leader will sign up via the app or web client, create a plan for a follower, then click/tap 'send to follower'.
It's at this point I'm struggling to come up with a nice, natural way to get the followers to sign up via the app.
Note: followers can request a plan from the leader, and will be expecting it - but I cannot rely on the leaders to explain the onboarding process of getting the app etc to the followers.
My idea currently is:
- Leader taps 'share with follower' and enters the follower's e-mail address.
- Follower receives an e-mail with a link that will open the app page on the store on their device. The email will include a concise message explaining they have a plan created for them, they need to download the app to view it.
- Follower downloads and opens the app, with a screen asking for their e-mail with a 'next' button - when next is tapped, we check the email against the emails entered by the leaders and match them (in the background) then we ask the user to create a password (thus creating their account).
- Followers then can see their plan and use the app.
A Problem with this approach is that, the follower may have multiple emails - so the email the leader sends may reach the follower, but the follower may opt to use another e-mail when they get the app, and at this point the whole experience will break.
The other option I have been thinking about, is:
- Leader taps 'share with follower' and enters the follower's e-mail address.
- Within the e-mail is a link to view their plan (on the web client), the link will include a unique token, when they open the link, we pre-fill their e-mail and ask for a password (in order for them to complete their account), at this point if they chose to use another e-mail, the unique token in the e-mail will be used to match the account.
- The follower will then be able to view their plan on the web client, but we flash up a modal for them to download our apps, which they can then sign in with the credentials they just used to sign up.
Is there any established patterns around this? or is one of my solutions a good solution? I feel solution 1 has lots of potential drop off points, and solution 2 is a bit long winded.