Most surveys use email to inform participants about the objective of the survey and to issue a survey link to complete the survey. The welcome screen that is first displayed when a person clicks their survey link is another way to communicate information about the survey. All of these methods of communicating to participants are editable, so you can customize the message to reflect the language and tone that is familiar to your employees. We recommend you change the default communications to sound like your organization, and not sound like a template. Refer to actual things and people in your organization and change the email sign off to let people know which people/team is running the survey.
The communications also use variables for things like the account name, survey name, salutation and close date, so that these items can be maintained in a central place in the system and automatically update the communications when altered. The following communications are editable:
- Survey invite
- First reminder email
- Final reminder email
- Welcome screen
The salutation (e.g. Hi Jane Doe) is populated by the Preferred Name demographic by default in engagement surveys. If you choose not to upload Preferred Name for your employees, the salutation will instead be populated using the Name demographic. Effectiveness and Experience surveys use the Name demographic by default in the salutation.
You can also edit the email sender name for all of your email communications. This is a great option if you want to personalize what employees first see when they receive survey email communications.
Exit/onboard surveys have additional email templates when the Survey & Interview workflow is used. Other system-generated emails used for password resets, inviting people to sign in to view reports, or granting of administrator access cannot be edited.
The colors, fonts, images and general style of the emails are not editable. Only parts of the body text are editable. None of the Slack messages are editable.
Steps to edit communications
- click the Edit survey button for a specific survey on your Surveys page
- click the Communications tab
- click the type of communications to be edited
- change the text for the subject line, or first paragraph, or sign off
- click Update
- click Preview to check the layout
- Launch Plan to schedule when comms are sent
- Sending reminder emails
- Modifying sender name on emails
- Name and Preferred Name Demographics
- Delivering survey communications via Slack