Creating survey invitation email

How can I setup the Survey Invitation Email?

Survey invitations can be accessed under:

Login >> Surveys >> Send >> Templates

There are two types of email templates:

Survey Specific Invitations: This template will be visible and can be used only for a specific survey.

Global Invitation: This template will be visible across all the surveys in your account.

Survey invitations are survey specific. Please make sure you have selected the correct survey. Active survey name is always displayed at the top right corner.
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  1. Default template: For each survey a default template is provided.
  2. Create New Survey Invitation: You can create new Survey invitation.
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How can I create a new Survey Invitation?

  • Click on the Create New Survey Invitation
You can edit the following:
  • Template Name
  • Subject : Subject for the email / survey invitation.
  • Body : Text for the invitation. You can use HTML in your invitation text. You can also insert images or attach files using HTML. Check How
  • You can also add variables to prepopulate data.
  • Make global: If you enable the checkbox, you will find this email template available in all the surveys by default.
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  • After designing the invitation click on Save