Sending Invitations

In Panoramic Feedback, invitations are sent using automatic emails.

To invite responders to participate in a project, you must configure and schedule a Responder Catalyst email.

How Invitations Work

Unlike manual email systems, invitations are not sent individually.

Instead:

• You configure automatic emails in advance
• Emails are sent based on scheduled dates and conditions
• The system manages delivery to the appropriate participants

The Responder Catalyst email is what sends each responder their access details and starts the feedback process.

What is a Responder Catalyst Email?

The Responder Catalyst email is the primary invitation email sent to responders.

It:

• Is sent on the project launch date
• Includes each responder’s unique access link (PID)
• Provides instructions for completing the questionnaire

This is the email that allows responders to begin submitting feedback.

How to Send Invitations

To send invitations, you must set up and activate a Responder Catalyst email.

1. Go to the Email section within your project
2. Open Automatic Emails
3. Create or edit a Responder Catalyst email
4. Set the scheduled send date (typically the project start date)
5. Review the email content
6. Save and activate the email

Once scheduled, the system will automatically send invitations at the specified time.

Before Scheduling Invitations

Before activating your Responder Catalyst email, confirm that:

• All participants have been added
• Responder relationships are complete
• Email addresses are accurate
• Your questionnaire is finalized
• Email content has been reviewed

This ensures that invitations are sent correctly.

What Happens After Invitations Are Sent

After the Responder Catalyst email is sent:

• Responders receive their invitation email
• Each responder gets a unique access link
• Responders can begin completing the questionnaire
• You can monitor participation and send reminders

Related Emails

In addition to the Responder Catalyst email, you may also use:

• Responder Pre-Announcement
  Sent in advance to notify responders of the upcoming project
• Responder Reminder
  Sent to responders who have not yet completed their responses

These help improve participation and completion rates.

Tips for Sending Invitations

• Schedule the Responder Catalyst email for your intended launch date
• Use a Pre-Announcement email to prepare participants (optional)
• Double-check all participant data before activation
• Review email wording for clarity and professionalism
• Plan reminder emails in advance

Important Considerations

• Invitations are only sent when the Responder Catalyst email is active and scheduled
• Changes to participants after scheduling may affect delivery
• Incorrect email addresses will prevent responders from receiving invitations

Related Pages

• Emails Overview
• Sending Reminders
• Customizing Email Content
• Monitoring Project Progress