Skip to content
The Delphi platform for research, expert consensus, and live decision-making
Surveylet Login
Calibrum

Run the study · Administrator

Send invitations and targeted reminders

Prepare a personalized invitation, test the email, and select the participants who should receive it.

Updated October 6, 2026

Screenshots from the original Surveylet guide illustrate the controls below. Layouts and labels may vary with your survey configuration. Select an image or “View full size” to open it in a new tab.

Prepare the invitation

  1. Open Email Survey for the correct survey.
  2. Confirm the To group. Recipients must also belong to the survey’s participant group to gain access.
  3. Choose or load an email template, then add the study purpose, deadline, contact details, and saving instructions.
  4. Insert the personalized survey link with {~user_loginurl~}. Do not paste a real participant’s private link into the shared message.
  5. Select the message language and check any recipient language filter.
  6. Use Send Test Email to check the subject, layout, special characters, and link before sending to the panel.
The Email Survey form brings together message content, recipients, and sending options.
The Email Survey form brings together message content, recipients, and sending options. View full size (opens in a new tab)
More screenshots and examples (1)
Choose the invitation template and intended recipients.
Choose the invitation template and intended recipients. View full size (opens in a new tab)

Target a reminder

Use the recipient filters to narrow the mailing by progress, email address, language, or configured demographic answer. A mailing subgroup can contain only some of your panel, provided those people still belong to the survey’s participant group.

State whether the reminder asks people to answer missing questions, revisit feedback, or join a new round. A saved questionnaire with copied answers may show progress without a new visit, so review visits and activity as well as the progress percentage.

The email form supports sending messages to selected participant groups or progress categories.
The email form supports sending messages to selected participant groups or progress categories. View full size (opens in a new tab)

Check history and suppression

Use Email History to inspect previously sent messages. A send record does not prove that the recipient saw the message. Check junk filtering, incorrect addresses, and opt-out status if invitations are missing.

Respect opt-outs. Do not remove a person from the participant group merely to stop emails, since that can affect their data. For a one-to-one question, use the private Chat action where available.

Email History provides a record of messages sent for the survey.
Email History provides a record of messages sent for the survey. View full size (opens in a new tab)
More screenshots and examples (1)
Review the history details when checking whether a message was sent.
Review the history details when checking whether a message was sent. View full size (opens in a new tab)

Common questions

Does launching automatically email the panel?

Launching opens access to the survey. Send invitations separately through Email Survey or distribute the appropriate access links using your approved recruitment process.

Need help with a specific survey? Participants should contact their study team. Administrators can contact Calibrum.

Return to the help center →