Invite

An Invite solicits the respondent to have a web-based conversation, usually for the purpose of taking a survey. The message can have from one to to five links, each pointing to a different conversation (survey), thereby allowing the respondent to choose the survey to take.

Invite SMS message with two links: one for English and one for Spanish

Each link is to a Conversation served by a Web-based channel.

Optionally the message can include text to appear after the last link, such as "Thank you" in the example above.

The example above is defined with this dialog configuration:

Invite dialog definition for the two link example above. Include two links and "after text" that says Thank you.

Adding an Invite to a conversation

Before adding the invite, identify the Channel and Conversation that will open when a respondent taps the link(s).

To create an Invite dialog:

  1. In the Conversation editor, click Add Dialog.

  2. Choose to create an Invite dialog type.

  3. Configure one or more links (up to 5). For each link:

    1. (optional) Provide text to appear before the link.

    2. Choose the existing Channel (must be a Web-based channel type) and Conversation to open when the respondent taps the link.

  4. (optional) Provide text to appear after the link.

  5. Optionally, add pre-conditions that determine whether or not to present this dialog to the respondent. For more information, see Condition rules.

  6. Click Add Dialog to save the dialog to the conversation.

    Optionally, Add another dialog to the conversation.

    1. When finished, click Add Dialog.

    2. Click Cancel to close the Dialog editor.

  7. When finished, click Save.