Snap XMP Help

Creating invitations using the email editor

You are here:
< All Topics
image_pdfimage_print

When you add or edit an invitation you will use the invitation email editor.

There are two ways to open the invitation email editor:

  • Click on the Add Invitation button in the main invitations menu
  • Click on the Edit button next to the invitation that you wish to change.

The email editor dialog is displayed and is titled Add Invitation or Edit Invitation depending on the operation that started the dialog.

  • The Title field contains the name that identifies the invitation or reminder. This is not included in the email. The Title is a required field.
  • The Days to wait before sending is the number of days to wait. If this is the first invitation then this is the number of days from the time of activation until the email is sent. For subsequent invitations or reminders it is the number of days to wait from the time the previous invitation or reminder email was sent.
  • The Subject field contains the invitation or reminder subject text that is used in the email sent to the survey’s participants. The Subject must be entered for an invitation.
  • The Insert tag is used to insert participant or survey information into either the subject text or the main email text. The inserted tags are shown enclosed in { }. When the email is sent the participant or survey data will be substituted where the tag is inserted. The invitation body text must contain either the SurveyLink or SurveyLinkAuto tag to allow the participant to complete the survey.
ColumnDescriptionSubjectEmail text
SurveyTitleThe title of the surveyYesYes
SurveyLinkThe URL link to the survey requiring the participant to login with their password.YesYes
SurveyLinkAutoThe URL link to the survey that automatically logs in the participant.YesYes
UsernameThe participant’s username or login.YesYes
FirstnameThe participant’s first name.YesYes
OptOutThe opt-out information for this participant.NoYes
PasswordThe participant’s password.NoYes
EmailThe participant’s email address.NoYes
  • The Insert hyperlink function Insert hyperlink can be used to change the text of the SurveyLink and the SurveyLinkAuto tags. This is available in the main email text but not the Subject.
  • The email editor contains functions to
    • Alter the font
    • Alter the text and background color
    • Alter the text alignment
    • Add bullet points
    • Add an image
    • Add a link
    • Undo and Redo
    • Insert an image
  • The View HTML function opens the main email text in an HTML plain text editor. Here you can change the underlying HTML. Click Update to save the changes to the email text.
  • When you have completed your email click Save to add or update the invitation.

The Snap Online email editor toolbar

ButtonDescription
FormatSelect the format for the current text. E.g. Heading, Paragraph and Quotation.
Cleans or removes the formatting from the selected text.
Changes selected text to the specified format. Within the selection, new text will be entered in the specified format
Changes selected text to the alignment you click on
Changes selected paragraph(s) to a numbered or bulleted list, or indents them
  Insert hyperlinkApply a link to the selected text. Opens a pane for you to enter any acceptable HTML link (normally http:// web address or mailto: email address). You can specify if the link opens in another window and what ALT text appears.
  Insert an image. The image must be in the published zip file you have uploaded or already be on the internet. You can specify the image size in pixels. The description gives the ALT text (displayed if you place your mouse over the image or if the image is not available).
Undo and Redo the previous action.
  Opens a pane to enter raw HTML code. Note that Snap does not support or provide instruction on writing HTML.  
Font familySelect a font to apply to the selected text
Font sizeSelect an HTML font-size to apply to the selected text
Set color of selected text
Set background color of selected text
Insert TagInsert an active tag into the email (e.g. a link to the survey or a database field)

Inserting images

You can insert any image that is already on the Internet via its URL.

  1. Create the graphic that you want to use in your email. Check that it is a suitable size (small) and resolution to be in an email. Save it as a png, gif or jpg format.
  2. When editing the email message in Snap Online click in the email at the place where you would like the graphic and then click the insert image button on the toolbar.
  3. The Insert image dialog appears.
  1. Enter the URL of the image in the Web address box.
  2. Enter some text that describes the image in the Alternate text field. This will be displayed if the image is not downloaded in the email.
  3. Leave the Width and Height boxes blank.
  4. Click Insert to insert your image.

Putting links in your email

You can create a link so that your participant can easily go to a given website address.

  1. Navigate to the Invitations section in the Participants side menu.
  2. Open the invitation in the email editor using either the Add invitation or Edit button.
  3. Select the text that you wish to add a link to or position the cursor at the point you wish to insert the link.
  4. Click the link button Insert hyperlink. The Insert hyperlink dialog opens.
  1. Enter the URL that you wish to link to as the address.
  2. If you have selected text this will appear in the Text box otherwise enter the text you would like to describe the hyperlink.
  3. Enter the ToolTip text that will appear when the respondent hovers over the image.
  4. Click Insert to create the hyperlink.

Hiding the survey address behind clickable link text

Your invitations need to contain a link that your participants can use to access and complete your survey. You can replace the survey link text with something more meaningful to your participants that will help them know what the survey is about.

  1. Navigate to the Invitations section in the Participants side menu.
  2. Open the invitation in the email editor using either the Add invitation or Edit button.
  3. Click at the point you would like the survey link to be placed in your invitation.
  4. Expand the Insert tag dropdown and select SurveyLinkAuto or SurveyLink.
Insert tag menu
  1. This will insert a link with the text {SurveyLinkAuto} or {SurveyLink}.
Invitation with SurveyLinkAuto
  1. Select or click in the SurveyLinkAuto link text that will take your participants to the survey.
  2. Click the hyperlink button Insert hyperlink to open the Insert hyperlink dialog. The text {SurveyLinkAuto} appears in the Web address field and this provides the link to the survey. Enter your replacement text in the Text field and your tool tip text in the ToolTip field.
  1. Click Insert to update the link text.
  1. When the participants receive the email they can easily join the survey by clicking on the link.

Inserting tags into your email

There are two types of field that you can insert into your email invitations

  • System defined data in Snap Online such as Survey Title or Opt out
  • Seeded data uploaded with the participant details in the Upload Participants wizard.

Example: Using the {OptOut} insertable tag as a link

  1. Navigate to the Invitations section in the Participants side menu.
  2. Open the invitation in the email editor using either the Add invitation or Edit button.
  3. Click at the point you would like the opt out link to be placed in your invitation.
  4. Expand the Insert tag dropdown and select OptOut.
Insert the OptOut link
  1. This will insert a link with the text {OptOut}.This link will take the participants to a webpage where they can opt out.
Email invitation with an opt out link
  1. Select or click in this link text and click the hyperlink button Insert hyperlink to open the Insert hyperlink dialog. Type the replacement Text and ToolTip.
Insert hyperlink dialog
  1. Click Insert to update the link text.
Opt out link with custom text
Contents