Creating and configuring Email/SMS Invitation collector
A collector allows you to gather responses for a survey. With collectors, you can segment data, collect responses separately for selected time periods or respondent groups.
Below are the basic steps required to create and configure an Email/SMS Invitation collector :
- Go to the list of collectors for the survey.
- Click + ADD COLLECTOR to create a new one.
- Choose the Email/SMS Invitation as the distribution method.
- Go to the Invitations tab.
- Add an invitation to complete the survey. You can also schedule reminders for those who haven’t responded.
- Go to the Respondents tab.
- Click + ADD CONTACTS to add the contacts you want to invite.
- Choose the method for adding contacts (manually or via file upload).
- Enable the collector. Once activated, the system will automatically start sending out the invitations.
NOTE. You can also schedule reminders and a thank-you message to be sent after the survey is completed.