Sending Email Invitations

This method is ideal when you have very little data about the people you're inviting, but you do have their email addresses. You can invite many people at once and have the process automatically add them all to one or more segments.

People you have invited will receive an email that has an Accept Invitation button with a specially crafted link that takes them to your Recollective site to register their account. They will also be asked to complete any screening questions you've defined.

Note: If the participants are not all in the same Segment(s), you should follow the Bulk Import process first.

How To Use Email Invitations

Sending email invitations is done by composing an email broadcast message in a Study. To get to the Compose Message page, you can either select Email Broadcast from the Study Admin menu or by clicking the Messages icon and selecting the green Compose button.

On the page that appears, choose the  Invite new participants... option for the Recipients field. Simply type or paste in a list of email addresses (one per line or separated by commas). 

Then, write your invitation by composing a Subject line and Message content, using the default verbiage provided, or using a Message Template.

An automatic login link will be inserted for the Login Button with the default label of Accept Invitation (but can be edited). The link contains a unique code that permits the message recipient to register and join the Study.

Use the Signature input area for your name or any text that should appear below the link. Finally, you can also pre-assign these invitees to one or more Segments with the Add to Segment option at the bottom of the page.

Tip: If you customize the Message, consider saving it as a Template for easy reuse in the future. If you run multiple projects on the same site, you can limit the visibility of the Template so that it only appears in the relevant study.

Once you have finished drafting the email and editing the message options, select Preview Message to review the invitations as they will appear in recipients' inboxes. If any edits are needed, you can select the Edit option to go back to the Compose Message page.

If everything looks good, you can either send out the invitations immediately (using the Send Now option) or schedule them for delivery at a later date and time (using the Send Later option). If you choose to schedule your invitations for a later date and time, you'll be able to see them in your Messages area by filtering on Scheduled.

You're able to track the invites from the Invitations tab of the Participant Directory. All sent invitations are also logged in Messages and can be seen by filtering on Sent.

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