Customize your survey invitation email | PledgeBox

How to customize survey email content?

Customize the survey invitation email from Preview as Backer in your Pledge Manager project.

Open the email settings

  1. Open your project.
  2. Expand Review & Send in the left menu.
  3. Select Preview as Backer.

Review and Send menu with Preview as Backer selected

Edit the invitation email

Find Preview Email: Survey invitation. Update the fields you need:

  • Display Name: the sender name shown to backers.
  • Subject: the email subject.
  • Add a Custom Blurb: your message to backers.

Survey invitation Display Name field outlined in red above Subject

Use Thumbnail Image for emails to set the project image. The page recommends a minimum image size of 500 × 280 pixels.

Thumbnail Image for emails control

Add an optional survey deadline

Set a date in Add a Survey Deadline(optional) if you want to display a deadline in the invitation email. The deadline is removed from the email after that date passes.

Optional survey deadline field and its explanatory note

Check the email preview

  1. Click Email Preview.
  2. Check the subject, project image, custom message and response button.
  3. Close the preview to return to the settings.

Email Preview button above the invitation email settings

For the preview steps and screenshots, see How to preview your survey and invitation email.