SportSuite Forms – Email Invitations Tuesday 13th June 2017

What is an email invitation? An email invitation is an email that you send out to someone to invite them to participate in your survey How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

What does an email invitation allow you to do? Send out an invitation to user through the SportSuite Forms module Use your newsletter template to ensure consistency with your brand Be able to send invitations to your whole database or a target groups by using ‘User groups’ within SportSuite Core Change the invitation content depending on the target group using different instances Keep track of which users you have sent and invitation to and which you have not. Keep track of which users have completed your survey How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Set up and test your form Create your form in the design view Create a test instance to make sure the form works and display as expected. To add a test instance: Add new instance > name = test > type = target > enable email invitations = yes > save How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Where to find email invitations How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Setting up your instance Instance name: Choose something that will relate to the target audience of this instance and include reference to invitations Friendly URL: if you are sending email invitations a friendly URL is not necessary as person will simply click the button in the email to go through to the survey Collection Type: to send out an email invitation through the system select ‘targeted audience’ Enable email invitations: yes Complete the rest of the instance set-up to meet your requirements How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Selecting the recipients Go to the recipients area within the instance as shown in slide 5 Click ‘select users’ Search through your database to find the uses you want to receive this invitation. You could search by user groups, location or keyword search. Note if you click ‘search’ without any filters it will display your whole database. Use the tick box next to each person name to add people individually or use the tick box in the grey line at the top to add everyone in one go. Once selected everyone using a tick box click ‘add selected’ or ‘add all’ Click ‘Return to recipients’ at the bottom How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Creating your email invitation To create and send an invitation use the tick box next to each person name to add people individually or use the tick box in the darker grey line at the top to add everyone in one go. Once selected everyone using a tick box click ‘with selected’ or ‘with all X users’ and ‘send invitations’, then click ‘continue’ To add your content to the invitation click ‘Edit content’ Choose the title, description and the label on the button within the invitation and when happy click ‘update’ The final step to send out an invitation is to choose the email subject and date/time to go out as you would in SportSuite Newsletters. How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Managing responses Filtering system: the grey bar at the top containing the search bar allows you to filter through participants based upon whether you have sent them an invitation or not, or if they have responded. Follow-ups: if you are running a before an after survey that requires you to compare responses. Filter to those that have completed the form and create a follow-up instance from this group only. User groups: create a user group directly from SportSuite Forms. Downloading: download the recipients into a csv for interrogation Sending reminder invitation: For those that you have already sent an invitation but have not yet completed you could send a reminder email invitation to encourage to complete just before the closing date. Removing: you can remove people from the instance you need to. How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Tips to perfecting email invitations Check the effectiveness of an email invitation by only sending to half of the selected users, and send a normal email to the other Test if a reminder notification is effective by only sending to half of the group that have not yet completed your survey Perfect the content of email invitations by A/b testing Test the email subject Test the day of the week or time of day Test button label Test the description content Test the heading How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Potential uses of email invitations To target specific users with survey To manage workshop bookings for event attendees To send out event feedback to attendees To send pre-post surveys and track respondents answers How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Any Questions?

Next webinar… SportSuite Forms – Adding users to registers Thursday 22nd June 2017 10am Book now: sportsuite.co.uk/webinars Direct link: http://sportsuite.co.uk/webinars/2017/06/sportsuite-forms---adding-users-to-registers How do they know that users fit into those particular segments/ what tools do they use/ what data do they collect?

Thank you help@sportsuite.co.uk