Sending out Invites to a Survey

Sending out Invites to a Survey

You can use the Invite Launcher for a survey to send invites to targeted contacts by filtering by a desired group, labels and/or fields. It allows you to narrow down the selection of contacts you intend to invite to the survey. An advantage of using the Invite Launcher is that it performs an invite count before sending out the communication, which can help in estimating the cost of the communication as well as ensuring that the correct contacts have been selected based on the count.

Accessing the Invite Launcher

The launcher can also be accessed in three ways

Option 1

  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Open the project folder which contains the desired survey.
  5. Hover your mouse pointer over the desired survey, to reveal the hidden icons; one of which is the ‘invite’ icon 
  6. Click on  to access the launcher.

Option 2

  1. From the Left hand menu, navigate to Projects
  2. Click on “All Projects” in the sub menu
  3. This will open up the Project List
  4. Open the project folder which contains the desired survey
  5. Click on the invite tab.

Option 3

  1. Go to your homepage
  2. Using the quick access button, click on “Send”
  3. Click on “Send Now”
  4. Select the desired project folder
  5. Find and select the communication you want to send out
  6. This opens the invite launcher to send invites for a survey

Sending out Invites to a Survey

Using the Simple Method

This is the default method of sending invites. Here you can choose to drill down to send out to specific groups, filter by labels and/or filter by fields. 
To generate invites for a survey using the Simple Method, do the following:
  1. Go to the Invite Launcher for the desired survey by following one of the options under Accessing the Invite Launcher above
  2. Step 1: choose contacts
    1. Under Group, choose the group you want to send the survey to, or select All Groups to send the survey to all contacts.
    2. Under Previous Completes, select the desired option to filter contacts depending on previous completes of the survey.
    3. If you would like to be specific in your selection, you can narrow down the list of contacts by Labels or Fields by clicking on Add Labels or Add Field.
    4. To filter by labels, click on Add Labels. If a label you created isn't visible in the drop down menu while selecting your label scroll down to the bottom of the drop down menu and refresh the list.
    5. To filter by fields, click on Add Field, select the desired field and specify the value for the field
    6. You can use a combination of both fields and labels or just one. You can also add multiple labels or fields by using Add Field or Add Labels more than once.
  3. Step 2: count contacts
    1. Click on Count Contact. It will take a few seconds to make a tally of the number of recipients as per your filter.
  4. Step 3: limit and randomize
    1. You might want to randomly select a subset of the contacts you have found. If so, enter the number of contacts in this section. This step is optional.
  5. Step 4: send
    1. Click on 'Send Invites' to send your survey
    2. If you have chosen to limit and randomize, you can choose to see the contacts who will be selected before sending the survey.

Using the Advanced Method

If you need more control over the contacts you are inviting, consider using the Advanced Method.
Here you can use a combination of AND and OR, EQUALS and NOT EQUALS, INCLUDE or EXCLUDE. You can use these logical operators to apply all filters as well as conditional filtering. 

To generate invites for a survey using the Advanced Method, do the following:
  1. Go to the Invite Launcher for the desired survey by following one of the options under Accessing the Invite Launcher above
  2. On the Invite Launcher, once you have used the Simple Method, you can click on 'Show Advanced'.
  3. In the advanced interface, select contacts by filtering by Group, Label, Previous Completes or Contact Fields. You can use AND and OR conditionals and nested blocks  to group the filter in ways you can in simple method.
Be careful how you use nested blocks. The way OR and AND and the nested blocks work together is similar to the way plus and multiply and parenthesis group when doing arithmetic. For example; (4 * 2) + 3 isn't the same as 4 *(2 + 3). The first sum totals to 11 , while the second totals to 20. Similarly, with nested block, you need to group expressions carefully to ensure you select the correct contacts. Contact support support@echomobile.io if you want more guidance with this topic.



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