Creating survey invitation email

How can I setup the Survey Invitation Email?

Survey invitations can be accessed under:

  • Login »  Surveys »  Send Survey »  Manage Invitations
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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Survey Software Help Image

  1. Default template: For each survey a default template is provided.
  2. Create New Survey Invitation: You can create new Survey invitation.

How can I edit the Survey Invitation?

  • Click on the Email Invitation you want to Edit
  • Make the changes and click on Save
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.

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Survey Software Help Image

Email Invitation Settings:

Under Email Invitation Settings you can edit the From Name, From Email address, Subject and the Link Text.

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Survey Software Help Image

After clicking on "Edit" link an inline popup appears.

What are Global Invitations?

Survey specific Invitations are used for a particular survey whereas global invitations are used when they need to be accessed globally. To make the invitation Global, check the box Make Global while creating the email invitation.