Personal invitation

Personal invitation - introduction video
Learn how to set up your Personal invite scheduler which will allow you to e-mail your questionnaire to your respondents.  You can set the periods, timing,...
Tue, 23 Mar, 2021 at 11:26 AM
Personal invitation setup
This article will help you to understand the setup of a personal email invitation. By importing your CRM data into the project, the personal invitation ...
Tue, 18 Feb, 2020 at 10:32 PM
Enrollment criteria
Enrollment criteria provides you with the possibility to automize processes in terms of enrolling or excluding respondents that are in your CRM data in/from...
Fri, 26 Apr, 2019 at 4:33 PM
Mail
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 enrollm...
Fri, 21 Feb, 2020 at 11:00 AM
Personalized email texts
This article will explain what the field picker (FP) is, as well as provide you with an idea of what it can be used for. Now that you now how to buil...
Thu, 24 Jun, 2021 at 11:38 AM
Reminder
This article informs you on what reminders are for and how you can set them up. Since it’s possible that a respondent forgets to complete a questionnair...
Tue, 12 May, 2020 at 10:12 PM
Respondent
This article will inform you of the use of the respondent tab within the personal invitation scheduler. Assuming you have created an import that you ...
Fri, 12 Apr, 2019 at 3:54 PM
SMS Invite
This article will show you how to setup SMS invites. This is a new functionality within the CYS software that allows you to send pesonal email invitations t...
Wed, 2 Jun, 2021 at 4:36 PM
How to change the expiration date of your personal invite link
When setting up the Email scheduler for a Personal invitation the default expiration date of the personal link is set to 30 days after the original invite i...
Fri, 24 Sep, 2021 at 1:41 PM
How to resend a (reminder) email invitation
Occasionally, a standard reminder email is not sufficient. The respondent may want to receive the invitation again because he / she can no longer find it i...
Wed, 3 May, 2023 at 3:37 PM