Overview

Use Cases  

How to create an email invitation trigger  

1. Select the required survey and click the Builder option from the left pane.
   
2. Go to the Publish tab. 
   
3. Select the required collector or click Add New Collector.
   
4. For a new collector, under Email Invites by Zoho Survey, click Create, then select the Create Email option to begin composing your invitation.
   
5. For an existing collector, click Create Email to begin composing your invitation.
   

            

1. Click Next.
   
2. Enter the sender information and click Next.
   
3. In the Send To window, select Contacts based on triggers.
   
4. Enter the trigger name and click Create.
   
5. The template for your email invitation trigger has now been created. Open Zapier to continue the rest of the configuration.
   

How to create an email invitation trigger on Zapier

1. Log in to your Zapier account.
   
2. Click +Create Zap in the left pane.
   
3. We are setting up an email invitation trigger for Zoho People through Zapier, so select Zoho People from the Trigger App event dropdown.
   
4. Select the required event in the Choose an event dropdown and click Continue to proceed.
   
5. Select the required Zoho People account from the Choose an account dropdown and click Continue.  
   
6. Click Sign in to log in to your Zoho People account.
   
7. Select the Zoho People account from the account dropdown and click Continue.

   Note: If the Zoho People account is already logged in, you can directly continue with the account selection process.

1. Select the required form's name from the Form Name dropdown.
   
2. Click Continue.
   
3. Click Test Trigger and click Continue.
   
4. Since we are integrating Zoho People and Zoho Survey, select Zoho Survey from the Action event screen.
   
5. Select the Send email invitation event in the Choose an event dropdown and click Continue.
   
6. Select the required department from the Department dropdown
   
7. Select the required survey to integrate from the Survey dropdown.
   

Note: Select the required collector to integrate from the Collector dropdown if your survey has collectors.

1. Select the required Triggered Invitation from the dropdown.
   
2. Map the survey parameters with the respective data fields from the dropdown provided below each field and refresh the fields with Refresh Fields as required. Once this is done, click Continue to proceed to the test action. Next, choose one of the following options:
   
1. Test action - Test the Action and proceed to the next step.
   
2. Skip test - Skip the test and proceed to the next step.
   
3. Click Publish to save the set up and Turn on the Zap.
   
4. Click Publish and switch On from the upper pane to turn on the zap.   
   

How to manage a triggered invitation         

1. Select the survey. Go to the Publish tab.
   
2. Select the collector created for Private audience by Zoho Survey.
   
3. To view a triggered invitation, click View.
   

             

1. To edit a triggered invitation, click , then select Edit.
   

            

1. To disable a triggered invitation, click , select Disable, and confirm the selection by clicking Yes,Disable.
   

            

            

1. To enable a triggered invitation, click , then select Enable.
   

              

Access: