How do I edit and personalize the contents of the email invite being sent for my survey?
To edit the contents of the email:
- Go to the Launch tab.
- Click Distribution on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
- Click Create Email to send and track your survey link. If you have already created one before, click Create New . You can also, send surveys through Zendesk, Shopify, and Eventbrite.
- Click the Select a question to be embedded dropdown list to select the question you want to embed in the email.
- Click or hover over the email template and click
to edit the email template or you can click the Edit button on the top right corner of the message box. You can make edits to the default template that gets displayed here.
- Click the dropdown arrow next to the edit button and select Save as template to save any changes you make.
- Click Select an existing template to choose from a list of templates you have already made.
Click Insert Variable to personalize the body of the template to include contact information like first name, last name and custom variables.