Customizing invitations and reminders

Onboarding
Introduction
This guide will help you understand how to efficiently send out surveys via SMS or email, utilizing both predefined and customizable messages. By the end of this tutorial, you'll be equipped to tailor your communication to better engage your respondents.

Step-by-Step Guide

  1. Sending Surveys via SMS or Email
    • When you send surveys out via SMS or email, you can choose between Impactly's predefined messages or customize your own.
  2. Using Predefined Descriptions
    • Predefined descriptions are available for different stages, such as:
      • Invitation to the project: Respondents receive this message when they are first invited.
      • Survey reminders: Respondents receive this message when they need to complete a survey.
  3. Customizing Messages
    • You have the option to customize these messages.
    • Each message can be up to 240 characters, including spaces.
  4. Editing the Message Content
    • Navigate to the messaging section by click Project settings in the lower-left corner.
    • Edit the predefined message or write a new one within the 240-character limit.
    • Ensure your message is clear and engaging to increase response rates.
Conclusion
Customizing your survey invitations and reminders in Impactly allows you to create more engaging and effective communication with your respondents. This tutorial provided a clear framework for using both predefined and custom messages. Implement these steps to enhance your survey response rates and overall project engagement.
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Contact us

Johan Dubert
CEO, Founder
Rasmus Rifsdal
Director of Impact, Co-Founder
Jonas thor Straten
Head of Communications