The Automated Survey Invitations (ASI) feature allows you to automatically send survey invitations and reminders to participants when specific conditions are met.

To use this feature you need:

  • the participant's email address (already entered and saved in the record)
  • what conditions need to be met to trigger the invitation
  • a clear idea of what content to include in the invitation body
  • a clear idea of when to send your survey and reminders

Please note: It is not recommended to modify Automated Survey Invitations (ASIs) while in Production due to potential to trigger incorrect emails for incorrect participants/survey timepoints. Please contact us for assistance or if you have any questions about ASIs at Thank you!

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You have selected an option that triggers this survey to end right now.
To save your responses and end the survey, click the 'End Survey' button below. If you have selected the wrong option by accident and/or wish to return to the survey, click the 'Return and Edit Response' button.