Email Invitation

To compose an email message for invitation distribution, click the Edit Email button on the Email Survey page, which can be accessed by pressing Send unique links via email from the Launch page, and then:

1. Indicate the 'From' address for your email.  The default address is the email address indicated in your account. You may also write your name along with the email address, by using the following format: [John Smith]j.smith@domain.com or John Smith<john.smith@domain.com>.

2. Indicate an email address where respondents reply emails will be sent to in the Send reply to field.

3. Indicate the subject of your email in the Subject field. The email subject should be clear and state the purpose of your message.

Please make sure that the Subject field does not contain any brakes(<br>). It is not recommended to copy/paste the Subject from external sources, such actions may corrupt your Email appearance.

Click the Attach Files to attach a document to your email when sending your survey or report, setting up an email alert to respondent. You can attach more than one file. Click Attach file to add new attach field. Then click the Browse button to select a file saved locally on your computer.

• This field is not available when you set an email alert to survey owner and when you setup email reminders.

• The total size of all uploaded files should be less than 4 MB.

4. Set the priority of the email.

• Normal is commonly used if no priority stressing is needed. This is the default option.

• Select High to stress on the priority and importance of your invitation email.

If you wish to be notified when respondents receive your invitation email select the Request return receipts option.

5. Use the built-in WYSIWYG(what you see is what you get) editor to create and format your content. Just like word processors, the WYSIWYG editor is equipped with a complete text-editing interface.

You can use the following tags in the body of your invitational text. The table below presents help article dedicated to each group of tags.

You can also use HTML to design your email body text. Look for details on how to do it in the HTML Guide article.

✅ The tag works in this email type.

🛑 The tag does not work in this email type.

The email body tags described above will not work in the Email which can be set up as a Workflow Action in Tasks. However, you may use Piping and pipe the information from the form, attached to the Task Definition.

6. Click the Test Email button to perform a test launch. Test emails will not be sent to the addresses indicated for the real launch, text field for providing email addresses to send tests will be initiated instead. Enter the email for testing separated by commas and click Ok to confirm sending. This feature will show you how your invitation will look. When you submit test responses, they will not be shown on the Manage Responses page, but can be viewed in a Test Report, which may be accessed by going to Edit Form Page-> Preview-> Test Report.

7. Click Save to save your email settings.