Sending preview email invitations

Before sending an email invitation to your contacts, you can first send an example to yourself or a colleague. The information in this article is only applicable to email invitations sent via Medallia Agile Research.

Previewing the invitation in your browser

Open your survey.
Select Distribute > Email.
Select Email Invitation.
Select Show email in browser from the Example dropdown.

When you've used variables to fill out contact date, these variables will be empty in the browser preview.

Previewing the invitation as a contact

To be sure that you've used all the variables correctly and that they match the sentences used in your email body, you can also preview an example of the invitation in exactly the same way a contact would see it.

Select Distribute > Email.
Select Contacts.
Select Mail preview from the Actions dropdown next to the contact for which you want to view the preview.

The email invitation now opens in a separate browser window, but with all variables filled out with all data that you imported for that specific contact.

Sending an example of the email invitation

You will also want to verify what your invitation looks like within your own email client. Do that by sending yourself or a colleague a preview email

Select Distribute > Email.
Select Email invitation.
Select Send preview email from the Example dropdown. Fill out the following fields:
- Email address — Enter the email address of the person to whom you want to send the example.
- Name — Enter the addressee's name, as it will be used as the salutation in the example.
- Language — when you have created a multilingual survey, select the language in which the preview needs to be sent. Send an example for every language in which you have created your survey.
- Custom fields — If you have added variables to your email invitation, you'll be prompted to fill them out manually. When you've renamed your custom fields, those names will be shown here
Click Send Mail.

This example of the email invitation will contain a link to the preview version of your survey. You can use this to test your survey as well. No results will be recorded.