Using email invites to send Prescreen surveys to visitors

Modified on Fri, 28 May 2021 at 01:02 PM

The device owner can invite visitors either by either inviting them through email, sharing a URL, or sharing a QR code that the visitor can scan to access and fill the survey. This solution provides instructions on how to invite visitors through email to fill surveys.


Step 1: Open the Prescreen software and open the “survey listings” tab.



Step 2: Click on “Invite Visitor”.

Step 3: Depending on your requirement, choose to invite visitors individually or in bulk. To invite them individually, click on “invite visitor”. (For bulk invites, skip to step 6)


Step 4: Enter the email address of the visitor you wish to need along with selecting the survey you wish to send them. Click on “Invite’. 


Step 5: They will receive a visit invitation email that they can use to fill the survey.



Step 6: To invite visitors in bulk, click on “invite visitors in bulk”.



Step 7: Download any one of the template spreadsheets.



Step 8: Fill the first column of the spreadsheet with the email addresses of the visitors you wish to invite.



Step 9: After saving and closing the spreadsheet, upload it on the Prescreen software using the small clip icon and click on “invite”. 



Step 10: Your visitors will receive a visit invitation email that they can use to fill the survey. 


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