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Blueprint

Personalize Your Survey Invitation

Survey Invitation Overview

Setting up the invitation to your CX Measurement surveys is as simple as selecting an invitation template and provide ForeSee with your logo. Optionally, you can configure the invitation with your brand colors, or explore ForeSee's other configuration options that are detailed in this article. Finally, ForeSee also supports the creation of a completely custom invitation.

About the Survey Invitation Template

ForeSee has developed invitation templates based on years of experience in collecting consumer feedback across a variety of clients and industries. Everything from the design to the invitation language has been tested to minimize any complications in adding the invitation to your site. In addition to providing a simple and delightful user experience, these templates also incorporate the latest best practices in web design. ForeSee supports most types of browsers/devices and complies with accessibility standards, such as US Government Section 508 requirements.

ForeSee offers one template option for mobile and two template options for desktop. On desktop, the "modern" template offers a highly branded experience, and the "classic" template provides an official looking style.
Below are screenshots of recommended invitation templates. In order to get started with these templates, all that is required is your logo image at a minimum resolution of 200 pixels x 200 pixels.

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"Modern" desktop invitation template

Please note that this option became available with Web SDK version 19.7.0.

Mobile Invitation

For mobile devices, ForeSee offers a dark and light template. The following image shows the invitation flow using the dark template.

The light template has the same flow, but looks like this:

Desktop Invitation (Modern Style)

Here is ForeSee's Modern template for the desktop:

Desktop Invitation (Classic Style)

Here is the Classic template for the desktop:

Template Configuration Options

If desired, ForeSee's standard invitation can easily be configured to optimize the look and feel of your site. In addition to the logo, the text of the invitation can be adjusted. Also, all invitation colors are configurable, including the background color, border color, and text color.

Provide ForeSee with a list of these supported configuration options and values:

Mobile Invitation Options

Logo (A, F)

  • Shape: Roughly square (recommended)
  • Minimum resolution of 200 pixels x 200 pixels

Text

  • Invitation Headline text (B): Up to 45 characters. The default wording is "We'd welcome your feedback!"
  • Invitation Main text (C): Up to 150 characters. The default wording is "Can we send you a brief survey so we can improve your experience on this website?"
  • Button text: (D & E): Up to 14 characters on mobile
  • Thank You page text:
    • Headline (G): Up to 30 characters
    • Main text (H): Up to 150 characters
**Note:** Character limits are for English and may be different in other languages.

ForeSee Branding (I & J)

  • Can be optionally removed

Colors

  • Background color
  • Border color
  • Text color
  • Button color
  • X Button color:
    All hexadecimal colors are supported for the options above (e.g., #RRGGBB)

Here's an example of an invitation you can create for mobile devices using these configuration options.

In addition to the mobile invitation, a personalized email can be made for on-exit surveys. For more information, click here.

Desktop Invitation (Modern style) Options

Images

  • Invitation banner image (1):
    • Dimensions are 450 pixels x 125 pixels.
    • A solid color can also be used if desired (this works well if you choose not to use an image).
  • Client Logo (2):
    • Shape: Roughly square (recommended).
    • Minimum resolution of 200 pixels x 200 pixels.
  • Tracker side image (7):
    • Dimensions are 230 pixels x 500 pixels.
    • By default, this image fades to the primary color (in the example above the image is faded to green). This effect can be turned off.
    • A solid color can also be used if desired (this works well if you choose not to use an image).

Text

  • Invitation Headline text (3): Up to 45 characters. The default wording is "We'd welcome your feedback!"
  • Invitation Main text (4): Up to 150 characters. The default wording is "Would you take a brief survey so we can improve your experience on our site?"
  • Button text: (5, 6, 10): Up to 25 characters for each button.
  • Tracker window text:
    • Headline (8): Up to 45 characters. The default wording is "Please keep this window open!"
    • Main text (9): Up to 150 characters. The default wording for the first phase of the tracker is, "We'll ask you some questions after you finish your visit / This window will be where your survey appears, so minimize it, or click back onto our website." The default wording for the second phase of the tracker is "If your session is complete, please click below to begin the survey / This window will be where your survey appears, so minimize it, or click back onto our website."
  • Font Support: Heading, Body, and Button elements may use the Open Google Font of choice. By default, the font is set to Lato.

Colors

For a typical configuration, you select a primary brand color. This color applies to button background color, decline text, Privacy Policy text, the tracker underline color, and the fade for the tracker side image (#7 in the example above).
By default, all text is black and button text is white.

If desired, the following colors can be overwritten:

  • Accept Button background
  • Accept text color
  • Decline text color
  • Main Background color (applies to invitation and tracker)
  • Main Text color (for the invitation and tracker wording) (applies to invitation and tracker).
  • Privacy Policy text color
  • Powered by ForeSee text color
  • Underline color
  • Tracker image fade color (the fade effect can be turned off as well).

All hexadecimal colors are supported for the options above (e.g., #RRGGBB)

Additional Customization

Further styling can be adjusted to help make the ForeSee experience perfect on your site. The following is a list of a few possible changes that can be made to the invitation and tracker window.

  • Change Button Border Radius (rounded or sharp corners).
  • Remove the site logo or position it within the invitation banner.
  • Change the opacity of the tracker banner overlay.
  • Change the size of the invitation.
  • Change the position of the invitation container (any corner of the screen).

Here is an example of an invitation that can be created using these invitation customization options.

Desktop Invitation (Classic Style) Options

Images

  • Client Logo (1, 6):

    • Shape: Roughly square (recommended)
    • Minimum resolution of 200 pixels x 200 pixels
  • ForeSee Logo (9, 10):

    • May be optionally removed.

Text

  • Invitation Headline text (2): Up to 40 characters.
  • Invitation Main text (3): Up to 400 characters.
  • Button text: (4 & 5): Up to 25 characters.
  • Tracker window text:
    • Headline (7): Up to 70 characters.
    • Main text (8): Up to 500 characters.

Colors

The following colors are configurable:

  • Border color (optional, typically turned off):
  • Background color
  • Text color
  • Button color
  • Button border
  • Backdrop color on invitation (optional, typically turned off).
    All hexadecimal colors are supported for the options above (e.g., #RRGGBB).

Here is an example of an invitation that can be created using our invitation customization options.

Build Your Own Invitation

Beyond the configuration options, support for the creation of a fully custom invitation is available. Invitation designs which contain multiple brand images or additional design elements (such as a header or secondary border) typically require a custom invitation.
Using the JavaScript API, it’s possible for your development team to create and deploy a totally custom invitation. To learn more about this option, please refer to the instructions on how to Build your own invitation.

Conclusion

The invitation options available for CX Measurement allow you to easily deliver a successful survey invitation while meeting your brand requirements. Once your invitation is complete, you’ll soon have access to key insights about your business.

Updated about a year ago

Personalize Your Survey Invitation


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