A guide to setting up invitations and reminders
When you have planned your survey in Woba, you can set up invitations and reminders yourself afterward, if you have not enabled Woba to do it for you automatically.
You set up invitations and reminders by going to: Surveys > Calendar > *Select invitation/reminders for the survey*
Set up invitations
1. Navigate to the Calendar and select Invitations next to the survey.
2. Select Invitations in the menu at the top.
3. Select the survey you want to send an invitation to.
4. Write who is the sender of the invitation.
5. Write the Subject of the invitation - this is usually pre-made, but can be freely edited (The text "*|SURVEYNAME|*" will automatically change to the name of the survey when it is sent out.
6. Choose which language the invitation should be sent out in.
7. Select the time and date when the invitation should be sent, or select
Send now if it should be sent immediately.
8. In the free text field at the bottom, you can edit the text of the invitation that is sent out or you can use Woba's standard invitation (recommended).
9. Click Send and your invitation will be saved.
Tip: on the right side of the screen is an example of what the invitation email sent to the recipients of the survey looks like.
Set up reminders
1. Navigate to the Calendar and select Reminders next to the survey.
2. Select Invitations in the menu at the top.
3. Select which survey you want to send a reminder for.
4. Turn on
5. Write who is the sender of the reminder.
6. Write the Subject for the reminder - this is usually pre-made but can be freely edited (The text "*|SURVEYNAME|*" will automatically change to the survey name when sent out.
6. Choose which language the reminder should be sent out in.
7. Select the time and date when the reminder should be sent, or select
8. In the free text field at the bottom, you can edit the text of the reminder that is sent out or you can use Woba's standard reminder (recommended).
9. Press Send and your reminder will be saved.
Tip: it is a good idea to send out several reminders during the survey period. This helps to ensure a higher response rate. Read more about how to get a higher response rate.
Click the video below to see how to set up invitations and reminders: