Adding Invitations

Note Invitations are not used with Mobile SDK Programs.

Note The example invitations provided in the Digital Feedback module are WCAG 2.1 AA compliant.

When a specific set of conditions (the Scenario) is met by a visitor to the website, for example he/she has visited a preset number of pages in the site, you can display an invitation asking them to take a survey. Note that an invitation is not mandatory; the survey can open as soon as the conditions are met. It’s up to you to decide whether an invitation is necessary or appropriate to the situation, but if you wish to present an invitation before the survey opens then you create and style the elements here.

1. Click the Invites icon in the side-bar.

2. Click + in the Invites header bar.

   The New invite overlay opens.

   
   Figure 1 - The New invite overlay

3. Type in a logical name for your invitation, perhaps based on the invitation’s function. Note that you can add as many invitations to a program as you wish, but invitation names must be unique for the current program; duplicates are not allowed.

   Note To rename an invitation, open the invitation, click into the Invite name field at the top of the Script page, and edit the name as required. Click out of the field on completion.

4. Click Create.

   The Invite creation page opens with default code.

Figure 2 - The Invite creation page

Default HTML/CSS markup is provided but this is just an example. Further code examples are provided in Appendix A (Appendix A: Code Examples). You can edit this code as necessary to achieve the desired effects, or write your own.

The Actions icon () for the invitation opens the Actions menu (The Invites Action Menu).

Invites Action Menu

Click the Action icon () for the invitation to open its Action menu.

Figure 3 - Opening the Invites Action menu

Click Copy name to copy the invitation name onto your clip-board. You can then paste it elsewhere into the program code where it may be needed, for example into the Scenario script (Adding Scenarios).

Click Delete to remove the invitation from the program.