This article will inform you on how to draw up a personalized email by using the personal invitation scheduler

With the scheduler frequency and the enrollment criteria in place, it is time to design the actual invitation.

Using the dropdown menu under the “from” address bar, you are able to directly assign any user’s email address as the sender of the invite. Of course you can always assign your own email address, such as a no-reply address or a support address. This is the address a respondent will reply to when deciding to reply to the invitation.

By filling the “to” address bar, you can assign to which respondents the invitation email will be sent CC and BCC options are also provided. You can assign email addresses from an imported file in your data garden by using the FP button. For more information on the field picker, please read all about it here.

Next up is the subject line. A catchy subject line will trigger a respondent to open and read the invitation, so be clear in your wording and take care you appeal to the respondent.

The body of the email is already filled with a template, but is, of course, fully customizable. Again, the field picker really is your friend when you wish to personally address every respondent with their (first?) name. When drawing up the email body, be sure to be kind and appreciative to you respondents, so they are likely to cooperate in filling out the questionnaire you are linking to, thus generating a higher response rate. If you wish to issue out a reward for completing a survey, you may inform the respondents about it here as well. A personal link will be generated automatically for each individual user so that every respondent can only fill out the questionnaire once.

Thank your respondents in advance and make sure to leave your contact details. Save and your invitation email is all set up. Oh, and don’t forget to save.

Lastly, in the top right corner you will find a send test mail button. By clicking this button, an email will be sent to the address belonging to the user that is currently logged in. This way you can test whether you are fully satisfied with the email before actually sending it to others.