Create an Invitation Message in Broadcast Surveys

The invitation message is what your customers receive in the email inviting them to participate in the survey.

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

Note: By default, a canceled survey can no longer be modified or sent. This ensures that you can accurately track the content you send your customers. You can, however, copy a canceled survey and then modify and send the copied survey. See Cancel a Broadcast 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.

1. From an open survey, click the Invitation Message tab.
2. To activate market testing, click the information bar (above the From address field) and select Change Market Testing Mode. See Activate Market Testing in Broadcast Surveys.
3. To change the mailbox sending the message or the From and Reply-To addresses, click Edit next to the From address. See Customize the Survey Invitation Message Header.
4. Enter the subject of the message in the Subject field.
   For the best practice on creating effective subject lines, see Ensuring that contacts read your message.
5. To add a merge field to the subject, click the Merge Field icon (to the right of the Subject field) and select the field. See Insert a Text Merge Field.
6. To create an HTML invitation message from scratch, click Begin with Blank Content and see How the HTML Editor Works.
7. To create an HTML invitation message by copying an existing document, click Choose Existing Content and see Insert Existing Content.
8. To create an HTML invitation message by uploading your own HTML page, click Upload HTML Content and see Upload HTML Content.
9. To create a text version of the invitation message, click the Text tab.
10. To create a text invitation message from scratch, click Begin with Blank Content and see How You Create and Edit Text-Only Messages.
11. To create a text invitation message by copying an existing document, click Choose Existing Content.
12. To create a text invitation message by converting an HTML page to text, click Convert HTML Content and see Convert HTML Content.
    The system automatically creates a document containing the content created on the Invitation Message tab and stores it in the Automatically Generated folder in the Documents explorer. When you update the document in the survey, those changes are also made to the automatically generated copy. In addition, if you make any changes to the copy in the Automatically Generated folder, those changes are also made to the text on the Invitation Message tab in the survey. See Automatically Generated Folders.
13. To add URL parameters, enter any parameters you want to append to the links in your message (for example, p1=v1&p2=v2) in the URL Parameters field.
14. To add a merge field to the URL parameters, click the Merge Field icon to the right of the URL Parameters field and select the field. See Insert a Merge Field to a URL Parameter.