Invite Participants
- 05 Feb 2021
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Invite Participants
- Updated on 05 Feb 2021
- 1 Minute to read
-
Print
-
PDF
Previously this item comes under Administrator > Send Invites option.
Send Invitaion is used to send bulk email to participants depends on filters selected.And it will send email to participant on emailId provided in Primary Contact Email.
- Participant in region : Filter the particiants by region they selected.
- Participate in survey : Filter the particiants for which they have participate in the survey.
- Filter the participant email doesn’t exist : Filter the particiants for which doesn’t exist Primary Contact Email(In this send button will not visible).
- Show Participant Fields Filters : It give participant field filters which allow to filter participant by Organization detail.
- Email Template : Select the template on which invitation email should be send for that survey.If you select this filter send button is not visible
- Add Invite Template : Will take the user to add notes Page (in which we will add template) under ‘survey_invitation’ group.Following are the code used while creating email template body
- {{user_name}} : to get praticipant primary contact name
- {{company_name}} or {{Name}} : to get participant display name
- {{company_code}} or {{Code}} : to get generated user name
- {{manager_name}} : to get manager name
- {{company_password}} : to get generated password
- Edit Invite Template : Will update the invitation template.
- Show Participants not Participated (Survey not started) : Filter the particiants for which they have not started the survey.This filter will get visible after any survey is selected.
- Send All : By clicking Send All button, it will send invitation email to all users which have filtered.Send All button only get visible if we get alteast one participant in filter list.
- Send : Send button in each row allow to send email individually.
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