Coordinators can resend survey invitations directly from the survey page in My Effectory. This helps when a participant has lost their original email or asks for a new invite.
Who can resend invitations
You need survey access to use this option. This means:
-
Central coordinators can resend invitations to any participant in any survey.
-
Project coordinators can resend invitations to participants in surveys within their projects.
-
Local coordinators can resend invitations to participants in surveys they have created.
For more details about coordinator permissions, see Platform permissions per coordinator role.
How to resend an invitation
-
Go to Surveys > All surveys and open the right survey.
-
In the survey page, find the Participants section and click View details.
-
Use the group structure or search bar to find the participant.
-
Click the three dots to the right of the participant’s name.
-
Select Resend invitation.
The participant will immediately receive a new survey invitation by email.
If the participant still doesn’t receive the invitation
If the participant reports that they still haven’t received the email:
-
Ask them to check their spam or junk folder.
-
Check that the email address in the employee data is correct. If not, update it manually and resend the invitation.
-
If the problem affects several or all participants, there may be a technical issue on either side, for example with whitelisting. See our technical setup checklist for more information about whitelisting.
-
If you can’t identify the issue, please contact our Helpdesk for further support.