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Notifications (Invitations & Reminders)

The Notifications feature allows you to configure how participants are invited and reminded to complete a survey. You can create and manage Email and SMS templates for both invitations and reminders, customise message content, and control notification settings.

Navigation

Open a Project → Select a Panel → Click Surveys → Open a Survey Workspace → Click Notifications

Configure an Invitation Template​

You can create and manage templates for sending survey invitations.

  1. Select the Invitation tab.
  2. Choose the notification type: Email Template or SMS Template.
  3. Toggle the Enable switch to activate invitation messages.
  4. (Email only) Toggle Email Tracking to track email engagement.
  5. Customise the message content:
    • (Email only) Enter the Subject.
    • Use the editor to write the message body.
  6. Insert dynamic placeholders — these values are automatically replaced when the message is sent. Type [ to view available variables. Options include:
    • [user.name] — Recipient's name.
    • [survey.name] — Title of the survey.
    • [project.name] — Name of the project.
    • [survey.deadline] — Survey deadline.
    • [link] — Direct URL for participants to access the survey.
  7. Click Save.
  8. (Email only) Click Send Test Email to preview the message before sending.

Configure a Reminder Template​

You can create follow-up messages to remind participants to complete the survey.

  1. Select the Reminder tab.
  2. Choose the notification type: Email Template or SMS Template.
  3. Toggle the Enable switch to activate reminder messages.
  4. Customise the message content:
    • (Email only) Enter the Subject.
    • Use the editor to write the reminder message.
  5. Insert dynamic placeholders — these values are automatically replaced when the message is sent. Type [ to view available variables. Options include:
    • [user.name] — Recipient's name.
    • [survey.name] — Title of the survey.
    • [project.name] — Name of the project.
    • [survey.deadline] — Survey deadline.
    • [link] — Direct URL for participants to access the survey.
  6. Click Save.
  7. (Email only) Click Send Test Email to preview the message before sending.