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Survey - Invitations

This guide shows you how to create and schedule survey invitations, apply recipient filters, and use alternative distribution options like direct links, embedded surveys, and pop-ups to reach your audience effectively.

Updated over a week ago

The Invitations tab

The Invitations tab allows you to create invitation emails, schedule reminders, and distribute your survey through multiple channels-including newsletters, HTML emails, your website, and embedded formats. . By following the below steps, you will ensure your survey reaches the right audience in the most effective way.

Create an invitation

Create and schedule invitations or reminders to selected mailing lists in your APSIS Pro account.

  1. Go to the Invitations tab of your survey.
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  2. Choose a filter setting based on the recipients you want to target.

    Filter options:
    ​No filter - Send to the entire mailing list.

    Not completed / Not started - Send to subscribers who have received the survey but have not completed or started it. Ideal for reminders.

    Cancelled - Send to subscribers who started but clicked Cancel.

    (Select a filter) - Uses pre-created filters (found under Recipient settings → Filters).
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  3. Mailing lists - Choose one or multiple lists (use Ctrl to select multiple).
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  4. Next, add the details you want to use for the email.
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    ​Subject line - The subject of your invitation email.
    ​Sender name - The sender name for your invitation email.
    ​Sender email - The sender email address for your invitation email.
    ​Delivery date - Schedule date and time.
    Check Send immediately to send right away.

  5. Select if you want to send an email that is already created or if you want create a new blank (HTML) email . If you select a specific email from the dropdown, note that the email will only appear in the list if it already contains the link to the survey.

    To add the link to the survey in your email, open the email in your email editor. Click on a link in the email, then select the survey from the drop-down list in the Edit tab. You can also copy the “Invitation via email” link from the Code section in the Invitations tab of the survey and paste into a link in your newsletter.
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    If you want to create a blank (HTML) email, please note that the email needs to include the link to the survey, ##SurveyLink##.
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  6. Finally, click Schedule to save and schedule your invitation or reminder.

Other Distribution Options

If you want to share your survey directly on your website or provide a link to it, you can find the necessary links under the Code section in the left-hand menu of the Invitations tab.

Invitation Link for Website or in Print

Use a direct link to the survey on your website or printed material.

Copy/paste the provided link.

Note: All answers are anonymous.

Display Survey in an iFrame

Embed the survey directly into a webpage.

Copy/paste the provided iFrame code.

Note: All answers submitted via this method are anonymous.

Display Survey in a JavaScript Popup

Trigger the survey in a popup window.

Copy/paste the JavaScript code into a webpage.

Note: All answers are anonymous.

Invitation via Email

Use the email-specific link (valid only when sent through APSIS Pro).

Copy/paste into your email.

Note: Creates personal links related to the invited subscribers. Does not provide anonymous answers.

Invitation Link on website

Use when multiple participants complete the survey from the same device.

Previous answers will not be stored or shown.

Note: All answers are anonymous.


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