Overview

How to Save an Email Invite as a Template

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. If you have previously created an email invitation, click Create New to create a new email. Otherwise, a default email template will be created automatically, as shown below.
   

        

            

1. Once the email set up is completed, click the dropdown and select Save as template.
   

            

1. Enter the template name and click Save.