ARTICLE

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.

Editing the Email Message

To edit your email message:

  1. Create an Email Invitation collector and go to the Message section.
  2. Use the toggle to choose if you want to embed the first question in your email. The toggle only displays when the first question meets certain requirements.
  3. Click Edit Message. To copy a previously sent message or use the default message, click the arrow next to Edit Message.
  4. Customize your message.
  5. Click Save.

You can preview your message and send yourself a test email before you send or schedule your message.

Header and Button Color

We 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:

  1. Click Edit Message and use the HTML Template format.
  2. Click on the color box next to the Header field.
  3. Choose a color or enter a hex color code.
  4. Click Save.

Message Formats

ENTERPRISE FEATURE: Custom HTML Email

Paid feature
Log in to see if this feature is included in your plan.

Hide Branding (Email Invitations)

Paid feature
Log in to see if this feature is included in your plan.

Depending on your plan, there are a few 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.

Message FormatDescription
HTML TemplateThis format lets you:
  • Update the Header and Body text
  • Use the formatting toolbar to bold, underline, or italicize text, add bulleted or numbered lists, and change the font, font color, and font size
  • Check a box to Hide SurveyMonkey Branding

You don't need to know HTML to use this template. Display issues may occur for survey takers when you use Symbol, Webdings, or Wingdings fonts.

Plain TextThis format lets you send emails without any styling or text formatting. You're responsible for including required data.
Custom HTML (Enterprise only)This format lets you:
  • Change the raw HTML or copy and paste your own custom HTML
  • Add images, embed videos, or hyperlink text
You're responsible for including required data.

Viewing & Copying Messages

  • Preview a Message
  • Copy a Previous Message
  • Set to Default Message
  • Viewing Sent Messages

Troubleshooting Issues

  • Why does the email look different than what I see in SurveyMonkey?
  • I don't see the Begin Survey button