When you create an Email Invitation to send your survey, you have a few options for how to set up the email. You can embed the first survey question in your email, choose from different message formats, or select a previously used message.
To edit your email message:
You can click Preview Email and send yourself a test email before you send or schedule your message.
Paid Feature: Adding a logo is only available to customers on some paid plans.
Brand your survey so survey takers are more likely to respond. You should only add a logo that you have the right to use.
If you added a logo to your survey, it appears in your email invitation by default, but you can edit or delete the logo.
To add a logo to your email invitation:
We automatically apply the same colors from your survey theme. If you update your survey theme after creating an Email Invitation, your changes won’t be reflected in any sent or draft messages. But, you can update draft messages to reflect your updated theme.
ENTERPRISE FEATURE: Custom HTML Email
Hide Branding (Email Invitations)
Depending on your plan, there are a few message formats you can choose from. You can only use one message format per message. If you make edits in one message format and switch to another, your edits may be lost or overwritten.
All message formats let you use custom data to personalize your emails.
| Message Format | Description |
| HTML Template | This format lets you:
You don't need to know HTML to use this template. Display issues may occur for survey takers when you use Symbol, Webdings, or Wingdings fonts. |
| Plain Text | This format lets you send emails without any styling or text formatting. You're responsible for including required data. |
| Custom HTML (Enterprise only) | This format lets you:
|
If you’re using the HTML template or Plain text formats, you can click Preview Email. If you’re using custom HTML, copy and paste the HTML into an HTML previewer to check your formatting.
You can also send yourself a test email before you schedule or send your message to contacts.
If you don't want to write your message from scratch, you can copy any message that was previously sent or saved as a draft. You're able to make additional edits to your message after copying a previous message.
To copy a previous message:
Why don't I see my previous message?
When sending Invitation or Thank You messages, you only see previous messages of the same type as the message you're sending. For example, if you're sending an Invitation message, you only see previous Invitation messages. When sending a Reminder message, you can also see previous Invitation messages.
You can view sent messages from your Message History.
Your emails should look good in most modern email clients. However, email clients can display HTML messages differently, which could cause some variation in your HTML Template or Custom HTML messages, especially in older email clients. For example, fonts, font sizes, or layout may look different in Gmail than they do in Outlook.
This isn't something we can fix on our end—it depends on the particular email client. To optimize the email, you can tell contacts to:
If you or your contacts use Lotus Notes, the Begin Survey button won't display if you chose the HTML Template messaging format. Unfortunately, this isn't something we can fix on our end—Lotus Notes isn't properly rendering the HTML. But, there are a couple workarounds you can try:
Workaround 1
Use the Plain Text message format to send your invitation instead. This will remove any text formatting and display the full survey URL in the email.
Workaround 2
Use the Custom HTML message format to send your invitation. Replace the button code that Lotus Notes can't render with code that hyperlinks text instead.
To replace the button code:
<table border="0" cellpadding="0" cellspacing="0" align="center" style="background:#4B4A3C; border-radius: 4px; border: 1px solid #BBBBBB; color:#FFFFFF; font-size:14px; letter-spacing: 1px; text-shadow: -1px -1px 1px rgba(0, 0, 0, 0.8); padding: 10px 18px;">
<tr>
<td align="center" valign="center">
<a href="[SurveyLink]" target="_blank" style="color:#FFFFFF; text-decoration:none;">Begin Survey</a>
</td>
</tr>
</table>
3. Replace it with this code:
<table border="0" cellpadding="0" cellspacing="0" align="center">
<tr>
<td align="center" valign="center">
<a href="[SurveyLink]" target="_blank">Begin Survey</a>
</td>
</tr>
</table>