The elements of the B2B collaboration invitation email - Azure Active Directory
Invitation emails are a critical component to bring partners on board as B2B collaboration users in Azure AD. You can use them to increase the recipient's trust. you can add legitimacy and social proof to the email, to make sure the recipient feels comfortable with selecting the Get Started button to accept the invitation. This trust is a key means to reduce sharing friction. And you also want to make the email look great!
Explaining the email
Let's look at a few elements of the email so you know how best to use their capabilities.
The subject of the email follows the following pattern: You're invited to the <tenantname> organization
We use a LinkedIn-like pattern for the From address. You should be clear who the inviter is and from which company, and also clarify that the email is coming from a Microsoft email address. The format is: <Display name of inviter> from <tenantname> (via Microsoft) firstname.lastname@example.org
The reply-to email is set to the inviter's email when available, so that replying to the email sends an email back to the inviter.
The invitation emails from your tenant use the company branding that you may have set up for your tenant. If you want to take advantage of this capability, here are the details on how to configure it. The banner logo appears in the email. Follow the image size and quality instructions here for best results. In addition, the company name also shows up in the call to action.
Call to action
The call to action consists of two parts: explaining why the recipient has received the mail and what the recipient is being asked to do about it.
The "why" section can be addressed using the following pattern: You've been invited to access applications in the <tenantname> organization
And the "what you're being asked to do" section is indicated by the presence of the Get Started button. When the recipient has been added without the need for invitations, this button doesn't show up.
The inviter's display name is included in the email. And in addition, if you've set up a profile picture for your Azure AD account, the inviting email will include that picture as well. Both are intended to increase your recipient's confidence in the email.
If you haven't yet set up your profile picture, an icon with the inviter's initials in place of the picture is shown:
The body contains the message that the inviter composes or is passed through the invitation API. It is a text area, so it does not process HTML tags for security reasons.
The footer contains the Microsoft company brand and lets the recipient know if the email was sent from an unmonitored alias. Special cases:
The inviter doesn't have an email address in the inviting tenancy
The recipient doesn't need to redeem the invitation
See the following articles on Azure AD B2B collaboration: