How do I send out a reminder for members to double-opt-in?

This applies to upgraded customers who use a Power Survey as their recruitment survey and want to send a reminder for members to double opt-in. Upgraded customers are not able to create an automatic invitation reminder but they can still manually send a reminder to double-opt in. First, generate a link from your Custom Confirmation Study, create an email reminder in a dummy survey and then add the activity link into the body of the email reminder.

Detailed Steps

Create an activity link from your Custom Confirmation Study

1. In the Surveys app, go to the Activities page.
2. Open your Custom Confirmation Study.
3. Click the Options menu, and then click Distribute.
4. Click New Link.
   1. Type an internal name for the link.
   2. Optional - If you have multiple communities, select a community from the Assign it to a Community list.
   3. Type a member facing name in the Member Facing Activity Name field.
   4. Click Create.

Result: The Source page appears.

5. Select Identity Variable.

Result: The Identity Variable list is activated.

6. From the Identity Variable list, select Email.
7. Click Generate Live Link.
8. In the Live Link section, copy the live link into a text editor such as Notepad.
9. Replace the string [%insert value%] with the email pipe [%Email%].
   Example

Before:

https://example.com/c/a/UniqueSurveyId?_i=[%insert value%]
 

After:

https://example.com/c/a/UniqueSurveyId?_i=[%Email%]

Create a dummy survey to be a reminder

1. In the global navigation menu, navigate to Projects > Activities, and click New Project.

Result: The Choose Project dialog appears.

2. In the Activities section, under Survey, click Create.

Result: The Getting Started dialog appears.

3. Type a survey name in the Name field and select a locale in the Locale field.

 

Create an email invitation containing the activity link from the Custom Confirmation Study

1. Beside the reminder survey you created in the Activities List, click the Options menu, and then click Distribute.
2. Click New Invitation.

Result: The Create New Invitation dialog appears.

1. Type a name for the email invitation in the Name field.
2. Optional - If you have multiple communities, select a community from the Assign to a Community list.
3. Click Create.

3. In the body of the distribution email, click Source and switch to the HTML view.
4. Replace [%ActivityLink%] with https://example.com/c/a/UniqueSurveyId?i=[%Email%] in the following places:

1. <br /><a href="[%ActivityLink%]">Click here to start</a><br />
2. [%ActivityLink%] pipe as seen in the rich text editor.

5. On the Recipients tab, from the Recipients menu, select Create a new filter.

Result: The Confirm Filters dialog appears.

6. Add filter conditions to include members who will receive the email.

Example

7. Optional - At the bottom, click Total Eligible Recipients to confirm the number of members to be included.

8. Click Save.
9. On the Schedule tab, under Send Date, select Now. 
10. Click Review and Send to review the details of your distribution, and then click Send Now.

Note:

• Close the dummy survey as soon as the invitation has been sent to your members.
• Test emails do not contain live links or piped-in variables. You can use the test link to verify that the link will work with a valid email, or perform a live test with a member matching the criteria.

More Information

Please click the WebHelp links below for more information:

• Append a member's identity profile variable to an activity link
• Create a survey
• Get a live activity link
• Create an invitation