Survey Invitation | Email Invitation | Global Invitation - Edit Email Invitation Message/Text - How to?

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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Default template: For each survey a default template is provided.

Create New Survey Invitation: For each survey you can create up to 10 templates.

For each template you have the following options:

Send : To send out the survey invitation.

Preview : Preview the survey invitation.

Edit : To Edit the survey Invitation.

Delete : Deletes the survey invitation template.

How to edit the Survey Invitation?

Click on the Edit link to edit the survey invitation.

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You can edit the following:

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.

Mail Settings:

Under Mail Settings you can edit the From Name and From Email address. You can also specify the link text.

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

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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.

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