19.8. Survey Invitations

Survey Invitations let you send a private link to a specific respondent. Each invitation has its own unique URL, can be marked single-use, and can be set to expire on a date you choose. This lets you see exactly who opened the survey and stops a link from being shared or reused.

Invitations are typically used for:

  • Outpatient, staff, or visitor surveys that must be attributed to a known recipient.

  • Surveys that are only valid for a limited time window.

  • Any case where an audit or survey should not be publicly reachable.

Invitations are paired with a custom audit that has been flagged as a private survey in Define Audits.

To open the invitations list click on Account | Custom Audits | Survey Invitations.

../_images/survey-invitations-list.png


19.8.1. Invitation List

The toolbar provides:

  • Search — filter by respondent email, audit name, or token.

  • Status — show Used, Unused, or all invitations.

  • Audit — filter by a specific custom audit.

  • Refresh — reload the list.

Each row shows whether the invitation has been used, which audit it belongs to, the respondent email, whether it is single-use, its expiry date, and when it was created.

19.8.2. Invitation Detail

Click an invitation to open the detail editor.

../_images/survey-invitation-detail.png


  • Account — the account that owns the invitation.

  • Audit — the custom audit being invited to (read-only once the invitation has been created).

  • Email — the respondent’s email address. Used for tracking and for sending the invitation.

  • Token — the unique token embedded in the survey URL (read-only).

  • Survey URL — the full link to send to the respondent. Use the clipboard icon beside the field to copy it.

  • Message — an optional message included with the invitation.

  • Expires At — optional expiry date and time. After this time the link will no longer open the survey.

  • Created At — when the invitation was generated (read-only).

  • Single Use — when enabled, the link can be opened and submitted only once. After use the link is marked Used and cannot be opened again.

  • Used — indicates whether the invitation has already been submitted.