To access invitations, locate the survey, then click on
publish survey, then
invitations in the menu box.
Then click on new
- Invitation name: The
system label for the invitation. It will not show on the
invitations you send out, but used as an identifier when looking at
the list of invitations you have created for your survey.
- From name: Enter your
name or company name. This will show in the from-field of the email
- From email: Enter your
email or company email address here. This will show in the
- Content type: If you
want to include HTML code in your invitation email, you have to set
this parameter to "text/html". To include html code simply
type/paste the code in the "message" field. If you do not need to
use HTML in the invitation, select "text/plain". The HTML code
should be a valid and complete HTML document.
- Send date: Set the date
and time you want the invitations to be sent.
- Subject: The subject in
the email sent to invitees. A descriptive, but short subject is
- Message: The content of
the email sent to invitees. It is also possible to type in html
code if you want the mail to be shown as a web page. E.g. use
graphics, colors, etc. Make sure you include the link to the survey
here. You can use variables [NAME] and [EMAIL] to add invitee name
and email to the invitation message. If you are using [NAME], make
sure you include it when adding invitees.
- Reminder dates (1-5): If
an invitee has not responded, reminders can be sent on specified
dates. Sending reminders is optional, but it is sometimes helpful
to send them in order to achieve a higher response rate for your
- Reminder subject: Enter
the subject of your reminder emails. This is required if you have
specified 1 or more reminder dates.
- Reminder message: Enter
the message of your reminder email. This is required if you have
specified 1 or more reminder dates.
- Last reminder subject
(optional): Enter the subject of the last reminder
email to be sent. This will be used in the last email sent to your
invitees, but only if you have more than one reminder date
- Last reminder message:
Enter the message of the last reminder email to be sent. This will
be used in the last email sent to your invitees, but only if you
have more than one reminder date set.
- Remind incomplete
respondents: If checked, the invitation reminders will
also be sent to the invitees who started but not completed their
responses. The reminders will not be sent if the anonymity settings
for the survey is set to "full anonymity".
Click create, and the
invitation is now stored. Its status will initially be "inactive".
Before activating an invitation, you must add your invitees. This
is done by clicking on Add
invitees in the left menu box.
Do not change the link to the survey in the invitation messages.
The survey might be unreachable if it is changed. The [ID] and
[KEY] placeholders are used to track the invitees, to indicate who
has responded, and who has not. [REOPEN] is only used when an
invitee already has completed the survey and the link has been
resent from the Opinio admin module. This is another key generated
from the respondent id and invitee key. When this reopen key is
valid the multiple response restrictions (if any) will be reset,
and the invitee will be able to continue with the reopened survey.
It is not used instead of, but in addition to the invitee key.
Remember to set up your email server first. See the section called “Setup”
Edit invitation. : To edit an invitation, the screen
looks the same screen as when adding
invitations. After you have edited the invitation
settings, click save. The
invitation will be set to inactive when saving, to prevent any
"accidents". It will let you check your settings in the detail
screen before you activate the invitation again. See invitations for more details on the settings
on this screen.