Create New Message

When sending an invitation, create a message that is customized for your exact audience and purpose. Your invitation is the perfect opportunity to ensure participants reach your actual survey, so make the first impression count!

Beyond the seven system default templates, up to 100 customized messages can be created.

To create a message, choose a system-defined template or user-defined message to modify based on your requirements.

Create New Message

SoGoSurvey provides seven system-defined templates to choose from as your baseline for customization. Here’s how:

  1. Within Distribute, click on Email Templates.
  2. In the top left corner of the screen, click on Create New Message.
  3. Choose any message to start with as your baseline by hovering over the thumbnail image and clicking Select.
  4. Edit content and modify any additional settings to meet your needs. Learn more about your options under Customize Email Message.
  5. Click on Finish and Save.
  6. Enter a unique name and click on Save.

Messages created with the Plain Text email template, as the name suggests, cannot contain any HTML. Use this when you feel the participants may have difficulty receiving or reading HTML-based emails. The only participation method that can be used within this template is the survey link.

Copy A Template

Alternately, rather than clicking on the Create New Message button, you may choose to simply create a copy of your preferred baseline message. This is perfect for when you’re running similar projects across different audiences or time periods, for example. Here’s how:

  1. Within Distribute, click on Email Templates.
  2. In the top left corner of the screen, click on Create New Message.
  3. Choose any message to start with as your baseline by hovering over the thumbnail image and clicking Select.
  4. Edit content and modify any additional settings to meet your needs. Learn more about your options under Customize Email Message.
  5. Click on Finish and Save.
  6. Enter a unique name and click on Save.

Messages created with the Plain Text email template, as the name suggests, cannot contain any HTML. Use this when you feel the participants may have difficulty receiving or reading HTML-based emails. The only participation method that can be used within this template is the survey link.

Edit A Custom Template

If you’re returning to a saved customized template, it’s easy to make a few updates to finalize your invitation. Here’s how:

  1. Within Distribute, click on Email Templates.
  2. Hover over any customized template and click on the Edit icon.
  3. Make the required changes to the content and any additional settings to meet your needs. Learn more about your options under Customize Email Message.
  4. Edit content and modify any additional settings to meet your needs. Learn more about your options under Customize Email Message.
  5. Click on Finish and Save.
  6. Choose whether to replace the existing template or save this as a new one.6 Provide a new name as needed, then Save.

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