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When sending out an invitation via email, there are two choices: Single-Use Link or Multi-Use Link. Depending on your goals and participants, each method has its benefits. Make your choice, then prepare and publish!

Single-Use Link

Sending an invitation with a Single-Use Link is an excellent choice of distribution method. A few benefits:

  • Track individual participation
  • Send reminders to non-participants
  • Use Data Population (Pre-population)
  • Prevent multiple/duplicate participation (ballot box stuffing)

In deciding, a few points to remember:

  • Each Single-Use Link only allows a single response.
  • Single-Use Links should not be sent to group email addresses.
  • These invitations should not be forwarded.

Steps To Publish Using Single-Use Links

  1. Under Distribute tab, select the survey to be published.
  2. Click the Publish Survey button.
  3. Select Single-Use Link under Email column and click Continue on the bottom of the screen.
  4. In Select Email Message, review the Email templates created under Email Manager.
  5. Hover over your chosen template. Following options will be displayed:
    • Select: To Select any template
    • Edit: To Edit any Email Message
    • Preview: To preview your Email Message

Learn how to:
Create an Email Message under Email Manager

  1. In Source of Email Addresses, choose the source as Type Manually.Distribution_0003s_0011_Layer-18
  2. Under Additional Publishing Options, you can choose to select more advanced features:Distribution_0003s_0010_Layer-19
    1. Touch Rules: SoGoSurvey’s Touch Rules makes it easy to avoid over-surveying by filtering out those who have recently participated, eliminating survey fatigue.
    2. Pre-populate Survey: This option will be pre-selected if the pre-population is applied on one or more survey questions. You may select the values to be pre-filled for these question on this step.

    Learn how to:
    Pre-populate the survey while sending out survey invitations
    Use Touch Rules

    1. In the Mail Merge step, provide values for the mail merge variable used within the email content. All email addresses will be listed with text boxes so mail merge values can be entered manually.Distribution_v1_0000s_0018_Layer-65

    If you are not seeing the Mail Merge step, you have likely not entered the mail merge code in the email content section. If you want to include these values in your message, you can return to edit your content and include these codes.

    Learn how to:
    Use Mail Merge in an invitation email

    1. In Send/Schedule Invitations, the approximate number of invitations to be sent/scheduled will be displayed.

    Reminder Options

    • As desired, choose to send reminders to non-participants at automatic intervals.
    • Choose to schedule reminders 1-7 days from the original invitation.
    • Scheduled reminders are automatically cancelled if responses are submitted.
    • An advanced update: Different email messages can now be selected for automatic reminders for improved response rates.

    Invitation Expiration Options

    • Choose to expire invitations at a set date and time.
    • Use this feature when the survey will remain active but the invitation should not.
    • Expiration dates can be viewed and modified from Track Survey.
    1. Finally, once everything is set, you can choose to send invitations immediately by selecting Send Now or schedule them by choosing Schedule for Later.Distribution_0003s_0000_Layer-23

    Multi-Use Link

    Sending an invitation with a Multi-Use Link is a smart distribution method choice in certain situations. A few benefits:

    • Allow participants to forward invitations
    • Allow participants to respond multiple times
    • Broaden participation beyond existing contact list
    • Track individual responses
    • Send Intelligent Reminders (to non-participants)
    • Use Data Population
    • Restrict number of responses from each invitee

    In deciding which method to use, a few points to remember about Multi-Use Links: 

    • Multiple/duplicate participation (ballot box stuffing) cannot be prevented.
    • Each invitee will have different links that can be used multiple times 

    Steps To Publish Using Multi-Use Links

    1. Under Distribute tab, select the survey to be published.
    2. Click the Publish Survey button.
    3. Select Multi-Use Link under Publish By Email and click Continue on the bottom of the screen.1_highlight
    4. In Select Email Message, review the Email templates created under Email Manager.
    5. Hover over your chosen template. Following options will be displayed:
      • Select: To Select any template
      • Edit: To Edit any Email Message
      • Preview: To preview your Email Message

    1_highlight

    Learn how to:
    Create an Email Message under Email Manager

    1. In Source of Email Addresses, choose to select the source of email address as Type Manually.Distribution_0003s_0011_Layer-18
    1. Under Additional Publishing Options, you can choose to select more advanced features:Distribution_0003s_0010_Layer-19
      1. Touch Rules: SoGoSurvey’s Touch Rules makes it easy to avoid over-surveying by filtering out those who have recently participated, eliminating survey fatigue.
      2. Pre-populate Survey: This option will be pre-selected if the pre-population is applied on one or more survey questions. You may select the values to be pre-filled for these question on this step.

    Learn how to:
    Pre-populate the survey while sending out survey invitations
    Use Touch Rules

    1. In the Mail Merge step, provide values for the mail merge variable used within the email content. All email addresses will be listed with text boxes so mail merge values can be entered manually.Distribution_v1_0000s_0018_Layer-65

    If you are not seeing the Mail Merge step, you have likely not entered the mail merge code in the email content section. If you want to include these values in your message, you can return to edit your content and include these codes.

    Learn how to:
    Use Mail Merge in an invitation email

    1. In Send/Schedule Invitations, the approximate number of invitations to be sent/scheduled will be displayed.

    Reminder Options

    • As desired, choose to send reminders to non-participants at automatic intervals.
    • Choose to schedule reminders 1-7 days from the original invitation.
    • Scheduled reminders are automatically cancelled if responses are submitted.
    • An advanced update: Different email messages can now be selected for automatic reminders for improved response rates.

    Invitation Expiration Options

    • Choose to expire invitations at a set date and time.
    • Use this feature when the survey will remain active but the invitation should not.
    • Expiration dates can be viewed and modified from Track Survey.
    1. Finally, once everything is set, you can choose to send invitations immediately by selecting Send Now or schedule them by choosing Schedule for Later.Distribution_0003s_0000_Layer-23