Automatic Reminders


You will see the option to schedule Reminders while you are sending survey invitations. Below is a step-by-step guide to send/schedule automatic survey reminder emails.

    1. In the Distribute tab, select the survey to publish.
    2. Click on Publish Survey.
    3. Under Publish by Email, select Single-Use Link or Multi-Use Link and proceed by clicking on Continue.
    4. Review the email templates created under Email Manager.
    5. Choose the email template you wish to use to send out email Reminders. Hover and click Select to proceed or Edit if you need to edit the email template.
    6. On the Source of Email Addresses step, choose from the available options.
    7. On the final step, Send/Scheduled Invitations, the system will display the approximate number of invitations that are going to be sent/scheduled.Automatic reminder
    8. You can choose to send invitations immediately by clicking Send Now or you can schedule invitations for a future date/time by selecting Schedule for Later.
    9. Under Reminder Options, select Automatically schedule reminder to all non-participants.
    10. Schedule Reminders to non-participants between 1-7 days of original invitation date. If a participant responds before the scheduled reminder, the reminder will be automatically deleted.
    11. You can choose to select different email messages for Automatic Reminder emails.
    12. The Expire Invitation option can be useful if you want to keep your survey open but only allow these participants a set time to respond. This expiration date can be viewed/modified from Track Survey.

As needed, you can reschedule Automatic Reminders from View Reminder History under Send Reminder.