As a survey admin or manager with administrative permissions, you will have the chance of sending invitations and reminders to the members of your survey using the Monitoring section.
If you want to know more of accesses and permissions, please check this article.
You can send invitations and reminders via email, SMS and/or WhatsApp whenever you need it. By default, the platform will only send invitations to those users whose status is Not Invited and only send reminders to those whose status is Pending and In Progress. If you want to know more about the different status that a participant can have in a survey, please check this article.
Important note: If you want to send invitations and/or reminders through SMS and WhatsApp, please contact your PM. Both options have costs associated and must be configured with your PM.
Send invitations
1. In the survey, go to Monitoring.
2. Click Filter.
3. Select the Status filter.
4. Select the Is equal to option.
5. Select Not started.
6. Click Filter.
7. Select all of the participants clicking on the gray arrow and choosing Select all.
8. Click Actions.
9. Choose Send invitation.
- Invitations will only be sent to participants marked as Not Invited.
10. Now you'll need to select through which means you would like to send your invitation. The available options are: email, SMS and WhatsApp.
- If the SMS and WhatsApp options aren't available, then the platform will automatically choose the email option.
11. Edit the content of the message and click Send.
12. Confirm the number of participants that will receive the invitation and click Accept.
Send reminders
1. In the survey, go to Monitoring.
2. Click Filter.
3. Select the Status filter.
4. Select the Not equal to option.
5. Select Finished.
6. Click Filter.
7. Select all of the participants clicking on the gray arrow and choosing Select all.
8. Click Actions.
9. Choose Send reminder.
- Reminders will only be sent to participants marked as Pending and In Progress.
10. Now you'll need to select through which means you would like to send your reminder. The available options are: email, SMS and WhatsApp.
- If the SMS and WhatsApp options aren't available, then the platform will automatically choose the email option.
11. Edit the content of the message and click Send.
12. Confirm the number of participants that will receive the reminder and click Accept.
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