Invitations and reminders
Send personal links by email, SMS or WhatsApp, see who answered, remind the rest, and stop a link.
On Standard and up (SMS and WhatsApp on Professional and up). A personal link shows who answered, so people don't have to type their name.
Send personal links
Open the survey, go to Send and click Send personal links.
- Pick people from your contacts, or Paste a list instead - one person per line, such as
Asha Rao <asha@example.com>or a phone number. - Choose how: email, SMS or WhatsApp.
- Change the Subject and Message if you like.
{name}becomes the person's name,{survey}the survey's title and{link}their personal link. - Set Answer by (optional) - links stop working after that day.
- Choose when to remind people, such as 3 and 7 days later.
The first 20 go at once; the rest go within a few minutes. Someone invited before gets the same link again - never two links for one person.
Emails come from your business name. SMS and WhatsApp go through your business's own messaging account, set in Integrations (WhatsApp also needs an approved template, set in Settings > Invitations).
See who answered
Invitations lists every link: sent, opened, answered or failed (with the reason). Filter by status, or search a name.
Remind people
Reminders go by themselves on the days you chose, only to people who haven't answered. To remind them now, click Remind people who haven't answered.
Stop a link
Stop a link to stop that person answering - for example, when it was sent to the wrong address.
Links without sending
Need the links to send yourself? Choose Link as the way to send: each person gets a personal link to copy, and nothing is sent.