How Invitation Messages Work in Transactional Surveys

From the Invitation Message tab, you can activate market testing and specify the mailbox settings for the mailing, the subject of the email, and any URL parameters you want to attach to links in the message.

In addition, you can create either plain text or HTML messages from scratch, from existing content, or by uploading HTML from another site. Creating an invitation message follows the same procedure as creating an invitation message in a broadcast survey. See Create an Invitation Message in Broadcast Surveys.

Note: By default, a transactional survey that has been launched or canceled can no longer be modified or sent. This ensures that you can accurately track the content you send your customers. You can, however, suspend a launched survey invitation message, make edits, and then relaunch it. See Suspend a Transactional Survey. For a canceled survey, you can copy it, and then modify and send the copy. See Cancel a Transactional Survey Invitation Message.

Alternatively, you can enable the RNM_MOD_SENT_DOCS configuration setting (Outreach and Feedback/General/Miscellaneous) to allow edits to documents that have been used in sent messages. Just be aware when you enable this setting, you will no longer be able to view the original content sent to your customers, and your reporting will not be as accurate.