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How-To: Automate Invitation Emails on Roster Sync

Summary

How can I automate invitation emails on roster sync?

 

Solution

You can automate invitation emails on roster sync when populating your form with a roster.

  • Navigate to the Supervisors & Settings tab in the Form Manager and toggle the corresponding option.
  • Once toggled ON, whenever a new response entry is rostered to the form, the respondent will automatically receive an email invitation to complete a response.

  • If this option is disabled, once rostered, you will see a yellow bar at the top of your Form Manager that indicates how many emails are ready to be manually sent.

 

Note:

  • When you automate the email invitations, you will NOT be able to review the email message before sending them.
 

 

 

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Summary

How can I automate invitation emails on roster sync?

 

Solution

You can automate invitation emails on roster sync when populating your form with a roster.

  • Navigate to the Supervisors & Settings tab in the Form Manager and toggle the corresponding option.
  • Once toggled ON, whenever a new response entry is rostered to the form, the respondent will automatically receive an email invitation to complete a response.

  • If this option is disabled, once rostered, you will see a yellow bar at the top of your Form Manager that indicates how many emails are ready to be manually sent.

 

Note:

  • When you automate the email invitations, you will NOT be able to review the email message before sending them.
 

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.

Summary

How can I automate invitation emails on roster sync?

 

Solution

You can automate invitation emails on roster sync when populating your form with a roster.

  • Navigate to the Supervisors & Settings tab in the Form Manager and toggle the corresponding option.
  • Once toggled ON, whenever a new response entry is rostered to the form, the respondent will automatically receive an email invitation to complete a response.

  • If this option is disabled, once rostered, you will see a yellow bar at the top of your Form Manager that indicates how many emails are ready to be manually sent.

 

Note:

  • When you automate the email invitations, you will NOT be able to review the email message before sending them.
 

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.
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Last update:
‎07-10-2024 11:20 AM
Updated by:
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