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.
