Inviting Members to Complete a Survey

NOTE: When a Survey is started, all the imported members will automatically receive an email invitation to complete the survey.

Option 1: Membership Invite

  1. Navigate to the Membership Tab
  2. Search and select the member(s) you would like to invite by checking the box next to their email
  3. Click the blue envelope in the corner
  4. Click the blue "INVITE" button

NOTE: Once a member is invited, there will be a blue "Invited" status on the right side of their name, with a timestamp of when the invitation was sent.

Option 2: Link

  1. Navigate to the Membership Tab
  2. Search for the individual member you would like to invite
  3. Hover over the members email. On the right side you will see a blue icon that says "copy to clipboard" when you hover over it.
  4. Click the "copy to clipboard" icon to copy to survey link
  5. Send this link to the to the desired member by pasting it into an email

NOTE: The blue "Invited" status will NOT show up through this invitation method

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