Customize Default Survey Invitation for a Template

Access level: Firm Administrator

To customize the Default Survey Invitation for a Template, take the following steps:

 

1.       My Firm > Customize > Manage Survey Templates

 

2.       Select the Template you want to add the Default Invitation to by clicking on the survey name

 

3.       In the box labeled Default Survey Introduction: insert the desired text.

4.       Click Save

a.       The new email introduction text will be used every time a firm member uses this template.

Note: Adding default text to a specific template overrides the firms default and individual preferences for Survey Invitation messaging. All Survey Invitation text can be modified by any sender at the time of sending a survey.