Types of survey communication

When you create a survey, you'll get access to a series of communications that can be used to support survey-taking. You'll be shown these in Step 6 of the create survey flow.

There are six types of communication:

Welcome message
Thank you message
Email and SMS invitation
Passcode invitation
Reminder message (if you turn on this option)

Let's learn more about each one.

Welcome message

This message is shown before the participant starts the survey. You can personalise it to provide useful background information about the survey. This is usually written by the CEO, GM, or Senior Leadership Team.

The introduction message should not be too long.

We recommend you include:

the purpose of the survey
time frames (start/end dates and time)
when results will be shared
commitment to retesting and continual improvement
personal message encouraging staff to take part

A well-written introduction will encourage participation. If you have your logo set under Account settings, this will also appear on your survey welcome page.

Thank you message

The Thank you message appears when the participant submits their survey. You can customise this.

Email and SMS invitation

An email or SMS invitation is how your participants will access their survey.

Email invitation

The email invitation will include a unique link to the survey. You can personalise the message before the link. We recommend using this space as an opportunity to remind participants why you're asking for their feedback and what impact their feedback will have.

The link for the survey will automatically be included at the bottom of the invitation email, along with:

the closing date and time of the survey (if applicable), and
a reminder not to share their survey link.

SMS invitation

The SMS invitation will include a unique link to the survey. The SMS message cannot be edited. Your organisation name, survey name and participant URLs will be automatically populated within the existing message.

Passcode message

If you have participants who will be taking the survey using a passcode, you can generate a passcode slip that contains:

Instructions on how to take the survey
their passcode, and
a message about the survey (similar to the email invitation).

You are able to personalise the passcode slip message by editing this field. To see an example of the passcode slip, take a look at our guide on how to export passcodes.

Reminders

If you would like to send automated reminders to participants who have yet to complete the survey, select Yes to Would you like to send a reminder?

You will then be able to:

set one or two reminder dates/times, and '
personalise the reminder message.

To send additional reminders outside of these, go to the Participant Tracking section and select 'Send Reminders'. This will send another reminder email to anyone who has not yet completed the survey.