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Project Basics
- Getting Started!
- Building EX Surveys
- EX Metrics
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- EX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started!
- Why Sogolytics
- Getting Started with Sogolytics
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- Home
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- Account Creation
- Introduction to Packages
- Mobile App
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- Introduction to Project Design
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- Create a Project
- Question Types
- Question Types
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- Mobile Friendly Questions
- Edit a Question
- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
- Descriptive Text
- Text Box
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- Drop Down
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- Multiple Text Box
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- Use Chain Invitations to Share Surveys
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding and and White Labeling
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- Good to Know
- Distribute
- Introduction
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- Automated Distribution
- Invitation Templates
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- Good to Know
- Participation
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- Introduction to Reports
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- Filter Manager
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- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
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- Introduction to Account Administration
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- Getting Started!
- Assessment Question types
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- Introduction to Poll
- Build your Poll
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- Analyze your Poll
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- Account Settings
- Good to Know
Customized survey invitations have a much greater chance of being read and responded to. From your logo to your message, ensuring your brand is well represented in your invitations is a must.
Whether you’re creating beautiful email templates or reviewing SMS templates, you’ll start at Invitation Templates. Customize and test while you’re working on your survey project, and your invitations will be ready to use when it’s time to publish.
Wherever you are in the platform, it’s always easy to access Invitation Templates!
- Within Distribute, you’ll find Invitation Templates on the right end of the Distribute menu bar.
- From anywhere in the platform, access Invitation Templates by clicking on the Resource Hub icon in the top right corner of your screen
Within Invitation Templates, you’ll see Email Templates and SMS Templates.
- Email Templates:
Explore a range of system-defined templates that can be tailored to align with your preferences, meeting your specific needs and branding requirements. Access these templates directly through Invitation Templates or when publishing your projects. Learn more about Email Templates.
- SMS Templates:
Here you can personalize SMS Templates prior to publishing your invitations through Automated Distribution. Choose to use a system-defined template or to customize to suit your specific requirements. Learn more about Automated Distribution.
SMS Templates are currently available only when publishing through Automated Distribution (SFTP).
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