Composing Email Invitations
When you create an Email Invitation to send your survey, you have a few options for how to set up the email. You can embed the first survey question in your email, choose from different message formats, or select a previously used message.
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Editing the Email Message |
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To edit your email message:
You can preview your message and send yourself a test email before you send or schedule your message. Header and Button ColorWe automatically apply the same colors from your survey theme. If you update your survey theme after creating an Email Invitation, your changes won’t be reflected in any sent or draft messages. But, you can update draft messages to reflect your updated theme. To change the header and button colors:
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Message Formats | ||||||||
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There are three message formats you can choose from. You can only use one message format per message. If you make edits in one message format and switch to another, your edits may be lost or overwritten. All message formats let you use custom data to personalize your emails.
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Viewing & Copying Messages |
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Preview a Message
If you’re using the HTML template or plain text formats, you’ll see a preview of the message after you save it. If you’re using custom HTML, copy and paste the HTML into an HTML previewer to check your formatting. You can also send yourself a test email before you schedule or send your message to contacts. Copy a Previous Message
If you don't want to write your message from scratch, you can copy any message that was previously sent or saved as a draft. You're able to make additional edits after copying a previous message. To copy a previous message:
Why don't I see my previous message? When sending Invitation or Thank You messages, you only see previous messages of the same type as the message you're sending. For example, if you're sending an Invitation message, you only see previous Invitation messages. When sending a Reminder message, you can also see previous Invitation messages. Next to Display message type, click Reminder to toggle to Invitation. Set to Default Message
Whenever you Invite More, you'll see the last message sent or scheduled from that collector. If you prefer to use the SurveyMonkey Default message, click the down arrow next to Edit Message and select Set To Default Message. If you choose to reset the message, any edits to the current message will be permanently lost. Viewing Sent Messages
You can view sent messages from your Message History. |
Troubleshooting Issues |
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Why does the email look different than what I see in SurveyMonkey?
Your emails should look good in most modern email clients. However, email clients can display HTML messages differently, which could cause some variation in your HTML Template or Custom HTML messages, especially in older email clients. For example, fonts, font sizes, or layout may look different in Gmail than they do in Outlook. This isn't something we can fix on our end—it depends on the particular email client. To optimize the email, you can tell contacts to:
I don't see the Begin Survey button
If you or your contacts use Lotus Notes, the Begin Survey button won't display if you chose the HTML Template messaging format. Unfortunately, this isn't something we can fix on our end—Lotus Notes isn't properly rendering the HTML. But, there are a couple workarounds you can try: Workaround 1 Use the Plain Text message format to send your invitation instead. This will remove any text formatting and display the full survey URL in the email. Workaround 2 Use the Custom HTML message format to send your invitation. Replace the button code that Lotus Notes can't render with code that hyperlinks text instead. To replace the button code:
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