Sending Surveys via Email Invitation
The Email Invitation Collector lets you send customized email invitations for your surveys, send follow-up reminder or thank you emails, monitor email analytics, and track who responded.
Go to the Collect Responses section and choose Send by Email to send an Email Invitation.
- Video Overview
- Compose Your Email
- Choose Your Collector Options
- Send or Schedule Your Invitation
- Sending More Messages
- Track Survey Responses
- Common Questions
Compose Your Email
There are a couple ways to add contacts (recipients) to your email invitation:
Any new email addresses you enter or import are saved in Contacts.
Group Email Aliases & Listservs Not Supported Only send email invitations to people with individual email addresses since a single survey response can be collected per email address per collector. To share your survey with group aliases or Listservs, create a Web Link.
Edit Your Message
You can use the default message or click Edit Message to create your own message.
If you edit the message, make sure your invitation includes all required data.
After you're done composing your message, click Save to preview it. You can click the desktop and mobile icons to see what your message will look like on different devices.
Save Your Progress
While you’re setting up your email invitation, you can click Resume Later at any time to save your progress as a draft. The collector status remains as Draft until you send or schedule at least one message.
Choose Your Collector Options
Adjust the collector options to control how you collect data and to customize the survey-taking experience. Click Show advanced options to see all available collector options.
Sender Email Address
Choose the sender email address This is also the reply-to address.
When a contact gets your email, the From field will look something like this:
firstname.lastname@example.org via surveymonkey.com
Before you can send an email invitation, you have to verify the sender email address.
If you have Invitation Tracking turned on, you can see how many people opened your email invitation and clicked through to your survey.
By default, IP addresses and email addresses are stored in survey results. If you added the first name, last name, or other custom data to contacts, this data will also be stored. To exclude this info from your results, make responses anonymous.
Send or Schedule Your Invitation
By default, the current date and time (within 15 minutes) is set automatically for you.
Check Send Now to send your invitation right away and disable the ability to schedule the message. The message will send after approximately 5 minutes.
Update the date and time fields to schedule your invitation for a later date and time.
To unschedule or reschedule the message, go to the Overview tab and click . to the right of the scheduled message you want to update.
Send a Test Email
You can see how a message appears in your email client by sending a test email to the sender email address.
The survey link in the test email lets you preview the survey without recording any responses.
Test Email Limitations
There are some limitations to test emails:
Delivery issues? Learn why people didn't get your email invitation.
Sending More Messages
Reminder or Thank You Messages
After you send your email invitation, you can set up follow-up emails. Send reminder emails to people who haven't responded, and send thank you emails to people who have.
You can send an invitation email to new contacts or contacts who were added to the collector but not yet sent an invitation. Open your collector and click Invite More from the Overview tab of an email invitation.
You can only send one invitation email per email address per collector. If you add a contact that was already sent an invitation from the collector, we automatically remove them from your contact list before sending your new message.
Resend an Invitation
It's not possible to resend an invitation email to particular contact, but you can send them a Reminder email instead.
To resend an invitation email as a reminder email:
View Sent Messages
The Message History section of the Overview tab tracks all scheduled and sent invitation emails. To view sent messages or view the recipients of a message, click . to the right of any scheduled or sent message.
Edit Draft Messages
From the Message History section, click Resume to edit a draft message or edit the contact list. When editing a contact list, you can remove up to 1,000 contacts. You can also choose to resume the most recent draft from the collector list.
Track Survey Responses
Tracking Email Metrics
You can view the number of invitations you sent and number of responses you received from the Overview tab.
If you have Invitation Tracking turned on, the Invitations and Responses sections show how many recipients opened your invitation, clicked through to the survey, or responded to your survey.
To view individual responses, go to the Analyze Results section of your survey.
Tracking Who Responded
See a list of all recipients added to the collector and their individual response status from the Recipients tab. Click All messages or All recipients to filter recipients. While it's not possible to edit recipient details from within a collector, you can make edits in Contacts.
You can export a spreadsheet of all recipients in the collector by clicking Export All (.CSV). It’s only possible to export the complete recipient list—the export option will be disabled if you’ve filtered recipients or messages.
How do I add the same contacts I used before?
Email Invitation is integrated with Contacts, an online address book of your survey respondents.
You can organize your contacts into groups. Then you can type the name of the group in the Send To field to add those contacts to any Email Invitation Collector.
How do I edit responses?
It isn't possible to manually add a survey response for a contact from within the collector.
However, if the contact submitted a response (by opening the survey from their email invitation and clicking the Next or Done button on the first page of the survey), then you can edit their survey response from the Analyze Results section of the survey.
How do I remove contact?
You can edit or remove contact from draft, scheduled, or sent messages.