To access invitations, locate the survey, then click on publish survey, then invitations in the menu box. Then click on new invitation
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- 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 message sent.
- From email: Enter your email or company email address here. This will show in the invitation email.
- 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 recommended.
- 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 survey.
- 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 set.
- 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.
Important:
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.