{"id":45123,"date":"2018-08-28T13:57:39","date_gmt":"2018-08-28T13:57:39","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=45123"},"modified":"2022-08-17T12:20:18","modified_gmt":"2022-08-17T12:20:18","slug":"how-to-create-survey-invitation-message","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/","title":{"rendered":"Create an Email Message"},"content":{"rendered":"<p>When <a href=\"\/help\/how-to-publish-survey-through-email-invitations\/\">sending an invitation<\/a>, create a message that is customized for your exact audience and purpose. Your invitation is the perfect opportunity to ensure participants reach your actual survey, so make the first impression count!<\/p>\n<p>Beyond the system default templates, up to 100 customized messages can be created.<\/p>\n<p>To create a message, choose a system-defined template or user-defined message to modify based on your requirements.<br \/>\n<p class=\"sogo-help-sub-head\">Navigate to<\/p>\r\n\r\n<ul class=\"sogo-help-sub-list\">\r\n    <li><a href=\"#section-1\">Create New Message<\/a><\/li>\r\n    <li><a href=\"#section-2\">Copy a Template<\/a><\/li>\r\n <\/ul>\r\n<\/p>\n<div style=\"position: relative\"><div class=\"loader-parent-overlay\" style=\"display: none;position: absolute;background: rgba(0, 0, 0, .35);width: 100%;height: 100%;\"><div class=\"loader-parent\" style=\"display: block;\">\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div><\/div>\n<\/div><iframe loading=\"lazy\" id=\"help-playvideo\" class=\"to-animate-elem help-vid-class embed-responsive-item\" data-src=\"https:\/\/www.youtube.com\/embed\/d0o8LDPw_cI?rel=0\" src=\"\" width=\"100%\" height=\"339\" data-animate=\"fadeMaxUp animated\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h2 id=\"section-1\">Create New Message<\/h2>\n<p>Sogolytics provides several system-defined templates to choose from as your baseline for customization. Here&#8217;s how:<\/p>\n<ol>\n<li>Within Distribute, click on Email Templates.<\/li>\n<li>In the top left corner of the screen, click on Create New Message.<\/li>\n<li>Choose any message to start with as your baseline by clicking on Select. You can also click on Quick Look to preview and see details of the template. <\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/30.2_D254.png\"> <\/p>\n<li>Edit content and modify any additional settings to meet your needs. <a href=\"\/help\/how-to-customize-survey-email-message\/\" target=\"_blank\">Learn more<\/a> about your options under Customize Email Message.<\/li>\n<li>Click on Finish and Save.<\/li>\n<li>Enter a unique name and click on Save.<\/li>\n<\/ol>\n<\/ul>\n<h2 id=\"section-2\">Copy A Template<\/h2>\n<p>Alternately, rather than clicking on the Create New Message button, you may choose to simply create a copy of your preferred baseline message. This is perfect for when you&#8217;re running similar projects across different audiences or time periods, for example. Here&#8217;s how:<\/p>\n<ol>\n<li>Within Distribute, click on Email Templates.<\/li>\n<li> \tHover over any message and click on the Copy icon. <\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/30.2_D255.png\"> <\/p>\n<li>You\u2019ll see your new copy created. <\/li>\n<li>Edit content and modify any additional settings to meet your needs. Learn more about your options under <a href=\"\/help\/how-to-customize-survey-email-message\/\">Customize Email Message<\/a>.<\/li>\n<li>Click on Finish and Save.<\/li>\n<li>Enter a unique name and click on Save.<\/li>\n<\/ol>\n<h2 id=\"section-3\">Edit A Custom Template<\/h2>\n<p>If you&#8217;re returning to a saved customized template, it&#8217;s easy to make a few updates to finalize your invitation. Here&#8217;s how:<\/p>\n<ol>\n<li>Within Distribute, click on Email Templates.<\/li>\n<li>Hover over any customized template and click on the Edit icon.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/30.2_D256.png\"> <\/p>\n<li>Make the required changes to the content and any additional settings to meet your needs. Learn more about your options under Customize Email Message.<\/li>\n<li>Edit content and modify any additional settings to meet your needs. Learn more about your options under Customize Email Message.<\/li>\n<li>Click on Finish and Save.<\/li>\n<li>Choose whether to replace the existing template or save this as a new one.6 Provide a new name as needed, then Save.<\/li>\n<\/ol>\n<p><strong><\/p>\n<h2 id=\"section-4\">Good to Know<\/h2>\n<p><\/strong><\/p>\n<p><em>Plain Text email template<\/em><\/p>\n<ul>\n<li>A message created with the Plain Text email template will contain no HTML.<\/li>\n<li>This only participation method available for this template is the survey link.<\/li>\n<li>This template is especially useful if you are sending to participants whose email may prevent them from receiving or reading HTML content.<\/li>\n<\/ul>\n<p><em>ADA Compliant email template<\/em><\/p>\n<ul>\n<li>This template is designed to be fully accessible in compliance with the Americans with Disabilities Act..<\/li>\n<li>All Messages created with this template are marked as ADA.<\/li>\n<li>Colors in this template cannot be changed.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>When sending an invitation, create a message that is customized for your exact audience and purpose. Your invitation is the perfect opportunity to ensure participants reach your actual survey, so make the first impression count! Beyond the system default templates, up to 100 customized messages can be created. To create a message, choose a system-defined template or user-defined message to modify based on your requirements. Create New Message Sogolytics provides several system-defined templates to choose from as your baseline for customization. Here&#8217;s how: Within Distribute, click on Email Templates. In the top left corner of the screen, click on Create New Message. Choose any message to start with as your baseline by clicking on Select. You can also click on Quick Look to preview and see details of the template. Edit content and modify any additional settings to meet your needs. Learn more about your options under Customize Email Message. Click on Finish and Save. Enter a unique name and click on Save. Copy A Template Alternately, rather than clicking on the Create New Message button, you may choose to simply create a copy of your preferred baseline message. This is perfect for when you&#8217;re running similar projects across different audiences or time periods, for example. Here&#8217;s how: Within Distribute, click on Email Templates. Hover over any message and click on the Copy icon. You\u2019ll see your new copy created. Edit content and modify any additional settings to meet your needs. Learn more about your options under Customize Email Message. [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":259,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[223],"tags":[293,287],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create Survey Invitation Message | Sogolytics<\/title>\n<meta name=\"description\" content=\"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create Survey Invitation Message | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-17T12:20:18+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/\",\"name\":\"How to Create Survey Invitation Message | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2018-08-28T13:57:39+00:00\",\"dateModified\":\"2022-08-17T12:20:18+00:00\",\"description\":\"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create an Email Message\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - Online Survey Tool\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.sogolytics.com\/help\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Create Survey Invitation Message | Sogolytics","description":"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/","og_locale":"en_US","og_type":"article","og_title":"How to Create Survey Invitation Message | Sogolytics","og_description":"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message","og_url":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/","og_site_name":"Sogolytics","article_modified_time":"2022-08-17T12:20:18+00:00","twitter_card":"summary","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/","url":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/","name":"How to Create Survey Invitation Message | Sogolytics","isPartOf":{"@id":"https:\/\/www.sogolytics.com\/help\/#website"},"datePublished":"2018-08-28T13:57:39+00:00","dateModified":"2022-08-17T12:20:18+00:00","description":"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message","breadcrumb":{"@id":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.sogolytics.com\/help\/how-to-create-survey-invitation-message\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sogolytics.com\/help\/"},{"@type":"ListItem","position":2,"name":"Create an Email Message"}]},{"@type":"WebSite","@id":"https:\/\/www.sogolytics.com\/help\/#website","url":"https:\/\/www.sogolytics.com\/help\/","name":"Sogolytics","description":"Sogolytics - Online Survey Tool","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.sogolytics.com\/help\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"seo_meta_info":{"yoast_noindex":"","rankmath_noindex":"","yoast_title":"How to Create Survey Invitation Message | Sogolytics","yoast_desc":"Sogolytics provides seven system-defined templates to choose from as your baseline for customization. Follow the steps to create a survey invitation message","rankmath_title":"Create an Email Message","rankmath_desc":"When sending an invitation, create a message that is customized for your exact audience and purpose. Your invitation is the perfect opportunity to ensure participants&hellip;"},"_links":{"self":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/45123"}],"collection":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/comments?post=45123"}],"version-history":[{"count":15,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/45123\/revisions"}],"predecessor-version":[{"id":59958,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/pages\/45123\/revisions\/59958"}],"wp:attachment":[{"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/media?parent=45123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/categories?post=45123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sogolytics.com\/help\/wp-json\/wp\/v2\/tags?post=45123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}