Settings

How to invite participants to a Survey

Sending invitations to participants in a Survey is quite simple. In this article, we explain how to do it.

🚨 If you have never created a survey, we recommend reading this article.

 

Once the questions form is created and validated, the survey is ready to be activated. You can activate it in the Survey Settings tab. After setting the dates and times, you can set an audience of participants who will receive the invitation to participate in the survey.

 

🟣  Inviting users to the Survey

To send invitations to participants, select the participants who will take part in the survey and, after checking if it is the desired audience, click the button to Activate Survey to invite the participants.

 

⚠️Attention: All participants must have an email set in the platform to receive the survey invitation email.

 

✏️Note: You can define specific groups to receive the survey using segments. You can find more details about this here.

 

As soon as the survey invitation is activated, the link for answering the Survey is automatically sent to the participant's e-mail. Therefore, we recommend that the start date is earlier than (or the same as) the survey mailing date, so that people receive the invitation and can already access it.

 

🔴 Important:

  1. The link is personal and should not be shared to any other person in the company, as anyone with the link can respond by impersonating the user.

  2. Users do not need to be logged into Qulture.Rocks to take the survey.

  3. It is important that HR carries out prior internal communication about the survey to the company or teams that will participate in the survey

Invitation Email Template

Here is an example of an invitation email template for Surveys

 

 

FAQ

Can I add new participants in the ongoing survey and send the invitation to this person?

Yes, it is possible. Just follow the step-by-step GIF:

 

Can I add all users at once?

Yes, just click on the "add all" button.

 

Is it possible to send reminders to users who have not yet answered the survey?
Yes, just go into the survey settings and then in the Participants section click on Send Invitations.

A new screen will open and you can filter to whom the reminder will be sent:

  • Sending to all participants who did not finished the survey.

  • Send only to those who have not yet received the invitation


Questions? #ChatWithUS 🚀 😄