Sending Surveys via Email Invitation

Video Overview

Compose Your Email

Add Recipients

There are a couple ways to add recipients to your email invitation:

• Type an email address or contact group in the Send To field and hit enter.
• Click Add Recipients to import contacts.

Any new email addresses you enter or import are saved in Contacts.

Edit Your Message

You can use the default message or click Edit Message to create your own message.
Learn more » Composing Email Invitations

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.

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 recipient gets your email, the From field will look something like this:

Before you can send an email invitation, you have to verify the sender email address.

Invitation Tracking

If you have Invitation Tracking turned on, you can see how many people opened your email invitation and clicked through to your survey.

Anonymous Responses

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 recipients, this data will also be stored. To exclude this info from your results, make responses anonymous.

Send or Schedule Your Invitation

Send Now

You can send your invitation right away. The message will be scheduled for approximately 5 minutes after you click Send Now.

Schedule

You can 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.

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.
Learn more » Sending Reminder and Thank You Emails

Invite More

You can send an invitation email to new recipients or recipients who were added to the collector but not yet sent an invitation. From your collector list, click . to the right of a collector and select Invite new recipients. You can also 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 recipient that was already sent an invitation from the collector, we automatically remove them from your recipients list before sending your new message.

Resend an Invitation

It's not possible to resend an invitation email to particular recipients, but you can send them a Reminder email instead.

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 recipient list. When editing a recipient list, you can remove up to 1,000 recipients. 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.

Common Questions