Create email invitation

To send a survey invitation by email, it's important to write a clear and engaging email message that asks your audience to participate in the survey. This message sets the tone and context for the survey, making it more likely that employees will respond. You can create two kinds of email invitation templates:

• Survey-specific invitations: These templates are made for one particular survey. They’re tailored to the content of that specific survey and can only be used for it.
• Global invitations: These templates are more general and can be used for any survey you create in your account. They’re visible across all your surveys and save time if you plan to send similar invitations for different surveys.

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• Go to: Workforce » Select Survey » Send
• Click on the “Templates” tab.



• Here you would see three types of Invitations Survey Specific, SMS Specific and Global Invitations
• Under “Survey Specific Invitations” A default email template is provided for each survey. You can use the default template by clicking “Default”



• To customise your email invitation, click on '+ Create New Survey Invitation’.

• Template name
• Subject: Subject for the email/survey invitation.
• Message: Enter the text for your invitation message. You can use HTML, add images, or attach files from the media library
• Ensure that the toggle button is switched to “Survey Specific” and when you're done editing, click Save."

• Go to: Workforce » Select Survey » Send
• Click on the “Templates” tab.
• To customise your email invitation, click on '+ Create New Survey Invitation’

• Template name
• Subject: Subject for the email / survey invitation.
• Message: Enter the text for your invitation message. You can use HTML, add images, or attach files from media library
• Ensure that the toggle button is switched to “Global” and when you're done editing, click Save."