# Scheduling Emails - Quick Start This video explains how schedule a survey by creating and customizing templates, adding reminders, thank-you emails, and scheduling send times. It covers copying text from documents, ensuring the survey link is retained, and editing text for clarity. Users can save templates for personal or shared use within an organization. #### Video Length: 5:37 {% embed url="" %} ### Overview The email scheduler helps you send survey invitations, reminders, and thank you messages to your participants. You can choose between two campaign types depending on how your survey operates. ### Choose Your Campaign Type The first step is selecting the right campaign type for your survey. This decision affects how and when emails are sent to participants. #### Decision Framework **Choose Point in Time if:** * Your survey launches on a specific date (e.g., annual engagement survey, quarterly pulse) * All participants should receive the survey at the same time * Your survey runs for a defined period (typically 1-4 weeks) * Example: Company-wide engagement survey launching March 1st **Choose Lifecycle if:** * Participants enter your survey at different times throughout the year * Your survey runs continuously (e.g., exit surveys when employees leave, onboarding surveys for new hires) * Each participant has their own independent timeline * Example: Exit survey sent to departing employees > 💡 **Still not sure?** Point in Time = everyone starts together. Lifecycle = people start when they join. ### Quick Setup Guide #### Point in Time Setup **Step 1:** Schedule your initial invite * Set the exact date and time (in UTC timezone) when all participants will receive the survey invite * Example: March 1, 2026 at 2:00 PM UTC **Step 2:** Upload your participants * **Best practice:** Upload participants BEFORE the scheduled invite time * If you add participants after the invite has already been sent, you'll need to click "Send Now" to include them **Step 3:** Schedule your reminders * Add as many reminders as needed * Each reminder must be scheduled AFTER the previous email * Example: Reminder 1 on March 5, Reminder 2 on March 8 **Step 4:** (Optional) Add a thank you email * Automatically sent when participants complete the survey * No scheduling required #### Lifecycle Setup **Step 1:** Add your first participants * No scheduling needed - invites automatically send the next day at 7:00 AM EST * OR click "Send Now" to send immediately **Step 2:** Configure reminder intervals * Set how many days after each email the next reminder should send * Example: "Wait 3 days" after invite, "Wait 2 days" after first reminder **Step 3:** (Optional) Add a thank you email * Automatically sent when participants complete the survey * No scheduling required **Step 4:** Continue adding participants * As new participants join (e.g., new employees onboard, employees give notice), simply add them to the list * They'll automatically receive the invite the next day at 7:00 AM EST ### Key Differences Summary | Feature | Point in Time | Lifecycle | | ---------------------- | --------------------------------- | ------------------------------------------- | | **Invite Timing** | You schedule exact date/time | Auto-sends next day at 7:00 AM EST | | **Reminders** | Schedule specific dates | Set intervals (e.g., "3 days after invite") | | **Best for** | One-time surveys with fixed dates | Ongoing surveys with rolling enrollment | | **Participant Upload** | Upload before launch date | Add continuously as needed | ### Common Scenarios #### "I'm running our annual engagement survey in May" → Use **Point in Time**. Schedule the invite for your launch date, add all employees before that date, and schedule reminders throughout the survey period. #### "We survey all departing employees when they give notice" → Use **Lifecycle**. When an employee gives notice, add them to the survey. They'll automatically receive the invite the next day and follow the reminder schedule you configured. #### "I'm doing a pulse survey every quarter" → Use **Point in Time**. Create a new campaign for each quarter with the appropriate launch date. #### "We survey new hires 30 days after their start date" → Use **Lifecycle**. Add new hires 30 days after they start, and they'll enter the email sequence automatically. ### Need More Detail? * [**Point in Time Surveys - Complete Guide →**](https://docs.talentmap.com/knowledge-base/survey-design-and-deployment/scheduling-survey-emails-quick-start/point-in-time-surveys-complete-guide) - Detailed walkthrough of scheduling, managing participants, and troubleshooting * [**Lifecycle Surveys - Complete Guide →**](https://docs.talentmap.com/knowledge-base/survey-design-and-deployment/scheduling-survey-emails-quick-start/lifecycle-surveys-complete-guide) - In-depth guide to intervals, participant timelines, and continuous enrollment --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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