How do I edit and personalize the contents of the email invite being sent for my survey?

How do I edit and personalize the contents of the email invite being sent for my survey?

To edit the contents of the email:

  1. Go to the  Launch  tab.
  2. Click  Distribution  on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
  3. 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.
  4. Click the  Select a question to be embedded dropdown list to select the question you want to embed in the email.
  5. 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.
  6. Click the dropdown arrow next to the edit button and select  Save as template  to save any changes you make.
  7. Click  Select an existing template  to choose from a list of templates you have already made.
  8. Click  Insert Variable  to personalize the body of the template to include contact information like first name, last name and custom variables.



    • Related Articles

    • How do I edit the email invite to be sent to my Eventbrite contacts?

      To edit the email invite: Click or hover over the email template and click    to edit the default email template or click edit template in the top right corner. If the first question is NPS, Star Rating, or Multiple Choice, the first question will be ...

    • How do I edit the email invite to be sent to my Zendesk contacts?

      To edit the email invite: Click or hover over the email template and click    to edit the default email template or click edit template in the top right corner. If the first question is NPS, Star Rating, or Multiple Choice, the first question will be ...

    • How do I edit the email invite to be sent to my Shopify contacts?

      To edit the email invite: Click or hover over the email template and click    to edit the email template or click Edit template at the top right corner. You can make edits to the default template that gets displayed here. Enable Use First Question if ...

    • How do I customize the colors of the email invite being sent for my survey?

      To customize the colors of the email invite: 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 ...

    • Mass Invite Candidates

      Note: To enable Mass Invite, Candidate Login has to be enabled under Career Site Integration. A maximum of 100 invites can be sent per day. Mass Invites are also notified in the Activity Log. Candidates can now be invited to your Career Site in two ...