Survey Invitation

Create an Invitation from a Survey

• Open the Survey that you want to send the invitation for.

• Click on Messages tab and then the Invitation tab.

• Click on the Add Invitation button.

• Add the Internal Name and Subject.

• Then select the Save button.

• After saving you will be redirected to the Message Outline page where you can modify the invitaion's content, under the Content tab. Please note: Do not remove the {Survey-Link} placeholder that is in the content message content.

• Under the Subcribers tab, add the user you want to send the Survey Invitation to.

  • Add existing contacts to a message individually

  • Add existing contacts to a message as a group

  • Create new contacts directly from this form

  • Bulk upload contacts directly to a message

• After adding the Subscribers scheduled the mailout for the Date and Time you want it to send out. This can be done by clicking on the Schedule Mailout button under the Mailouts or Messages Setup tabs.

Create an Invitation from the Messages Toolkit

• Click on the Messages toolkit and then select the Invitation counter.

• Click on the Add New Invitation link at the top of the page.

• Add information into the following fields:

  • Survey Form - A link to this survey must be included in the body of the invitation email.

  • Add the Internal Name and Subject.

• Under the Content tab, add the** Content** you want included in your Invitiation. This will be the body of the message the respondent receives via email.

• Add Subscribers/Recipients

  • Add existing contacts to a message individually

  • Add existing contacts to a message as a group

  • Create new contacts directly from this form

  • Bulk upload contacts directly to a message

• Set Workflow Notifications to notify your administrator when the Survey response started and completed. A notification can also be sent to the Respondent once the survey response is completed.

• Schedule current and future mailouts through the Messages toolkit. When a survey invitation is sent, it will exclude the recipients who have already answered the survey.

Even if you have multiple recipients, you can choose to send to only one using the paper airplane icon on the Subscribers/Recipients panel.

Removing recipients from a Survey Invitation

View and edit survey subscribers/respondents through the Messages toolkit, not through the Surveys toolkit.

• Open the Messages Toolkit and search for the Invitation you need to remove recipients (Subscribers) for.

• Under the Subscriber tab and click on the Trash Can icon () next to the subscribers name.

• Confirm you want to remove the subscriber by clicking on the** Delete** button.

Note: When a survey invitation is sent, it will exclude the recipients who have already answered the survey.

Send a reminder by scheduling a mailout

You can use a survey invitation to send reminders by scheduling a mailout. Reminders are only sent to people who have not yet completed a response to the survey. People on the Subscriber list are excluded if they have completed the survey. Prior to scheduling a reminder mailout, we recommend that you edit the subject and contents of the invitation to indicate that it is a reminder, not a new invitation.