Adding an invitation date for contacts
Setting an invitation date for a group of contacts can be useful in numerous scenarios, including the following:
- You want the contacts to receive an email invitation at a certain time of day in their time zone to improve response rates.
- You want to delay an email invitation from going out to a customer in case you want to evaluate delivery, service, or transaction processes.
You can add an invitation date in different ways. When an invitation date has already been added to a contact, you can still change it later.
Adding an invitation date while importing contacts
To add an invitation date while importing contacts, complete the following steps:
Email – via Agile Research activated.
- Import your contacts.
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Select one of the following options for When would you like to send the invitations?:
- Immediately — Invitations are sent as soon as the contacts are added to the survey.
- Today — Invitations are sent today but at a time decided by you.
- Tomorrow — Invitations are sent the following day at a time selected by you.
- Within a number of days — Invitations are sent in in the number of days that you select.
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Click Apply.
You can also add an expiration date for the group of contacts.
Adding or changing an expiration date for a single contact
To add or change an invitation date at a later time, you can add it via the contact overview of the survey, as follows:
- Open the survey's contact overview by selecting Distribute > Contacts.
If the column To be invited isn't visible, click the columns icon and select the To be invited box.
In the To be invited column, click the edit icon next to a contact's invitation date to view contact details.
Change the To be invited information by clicking the calendar icon and selecting a new date and time.
Click Save.
Repeat these steps for each contact for whom you want to change the invitation date. This date can be moved to a either a later date or an earlier date.
