Invite participants to schedule and pick times
Let's say you have someone who already filled out a screener or survey, but you want to email them to invite them to schedule pick new times since they filled out the screener.
✉️ Invite to schedule email
Before you are ready to invite previous respondents, make sure to customize the " Invite to Schedule" email under Scheduling >> Emails, because that's the email they will receive when you click send.
As long as you have a scheduling question in the editor, you can do the following:
- Head to Responses and check the box next to their name. Then click the Invite to Schedule button right above the list of participants.
- You can now select up to 100 people at a time. Then click the Send Email button.
This will not require them to answer any new questions on the screener except to pick a new time. They will receive an email asking them to pick a time, but keep in mind there must be a scheduling question present in your screener. Note: you can hide it if you don't want initial respondents to see it.
After they have responded to the scheduling question, you can invite them from Scheduling >> Calendar. This is what editing the email looks like from scheduling > emails > invite previous: