This page is used to set the email invite template and set the delivery channel to email. 


Sending via email can be initiated via API, SFTP, Email Bridge or manually. 

This solution will show the setup of the template and then shows it being sent send manually and sending a preview. 


You can:

  • Set the group that will receive the survey - see uploading contacts to understand how this group is created.
  • Set where the email will come from.
    • By default, it is set as noreply@trust-minder.com but you can have your own email address as the verified sender.  Please raise a ticket if you require this. 
    • We can set up a Friendly-From name, the Friendly-From name is the name visible in an email client and typically includes the email account name and the company email address. When creating a support ticket for a verified sender the friendly name can be set during this setup. 
    • For example, the Friendly From name and address could read: ABC Company <service@abccompany.com>

Creating the Invite Template

  • Set the email subject
    • Subject lines can accept CCVs
  • The email header image is optional. If not present the email invite will use the logo set in the campaign design. 
    • To add a header image, click the input box or drag an image into the field. 
      • The platform will accept jpg/png files less than 500Kb in size
      • We recommended a 600px by 350px image but you can upload any size you wish
        • The platform will automatically scale down images to a maximum width of 600px (for desktop email readers)
    • You can make the entire image clickable using the toggle switch. 
    • When the header image is set to clickable - if the header image is clicked it will launch the survey.
  • Set the main body text of the invite. CCVs can be used here. (See CCV solution for more information). The message template can be personalised using CCV (and the Personalise button). The link must be included before the invite can be sent. 
    • Basic HTML tags can be used.
      • a, p, h3,h4,b,br,hr,i, ul,li
  • Set any disclaimer if required in the Email Footer
    • This is disclaimer has links to our privacy policy, a simple help file on how to use the survey and an opt-out feature. 
    • CCVs can be used here 
    • Basic HTML tags can be used
      • a, p, h3,h4,b,br,hr,i, ul,li


Press Save to save your changes. 



Sending a Preview Survey via Email

If you need to send a preview of the email, click Preview. 

This opens a box where the variables used in the email can be filled out and you can enter your email address and press 'Send' 

Please note: Responses from preview mails do NOT appear in the Insights Reports.