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Please note: You can follow this guide to customize your invitation emails, whether you:

• Upload contacts manually
• Import them via a .csv file
• Or automate your surveys through an integration

Accessing the Invitation Email Composer

To open the invitation email composer:

1. Go to your Survey Overview →.
2. Select a survey.
3. Click the dropdown menu on the right-hand side ⋯
4. Choose Invite new respondents.
5. Click Compose message.

Editing or Creating a Template

When you open the composer, a default example template is displayed. You can use it as is or edit it to your preference.

• To save your changes, click the floppy disk icon 💾 at the top of the page.
• To create a new template, open the dropdown menu and select Create new template.
  • A window will appear where you can give your template a name and select the language.

📚 Read our guide with best practices for writing effective invitation texts (→)

In this article, we focus on the practical aspects of customizing your invitation emails.

Embedding a Survey Question in Your Invitation Email

We recommend embedding one of your survey questions directly into the invitation. This gives respondents a quick preview of the survey and increases engagement.

To embed a question:

1. Scroll to the dropdown menu located below your invitation text.
2. Select the question you want to include.

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Tips and Notes:

When a respondent clicks a rating in the embedded question, they will be redirected to the rest of the survey.

We recommend choosing an NPS question. Starred includes a feature called NPS auto-capture, which records the score even if the respondent leaves after clicking a rating.

📚 Learn more about NPS auto-capture (→)

You can add translated versions of your invitation emails so respondents receive the email and survey in their preferred language, improving response rates.

📚 See how to translate your invitation emails (→)

Personalizing the invitation email

You can make your invitation feel more personal by using custom fields, similar to how you use them in surveys.

To insert a custom field:

1. Type @ followed by the name of the custom field.

💡 Recommended fields to personalize:

• Job title or position
• Office or city
• Recruiter or hiring manager name

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Important:

• The spelling of your field must match the custom field name exactly.
  • You can check your field names in Custom Field Settings
• You can also use these tags in the email subject.
  

Adding a Candidate’s First Name to the Subject Line

If you want to include a candidate’s first name in the email subject line, use this format:

%firstName

This format only works for the email subject. If you want to include the candidate’s name in the email body, use the @tag format instead.