How to Send Survey Invitations in REDCap

Learn how to send out an electronic patient-reported outcome (ePRO) via email.


  1. Select the record for which you want to send the participant the invite.

  2. Select the correct data capture instrument/ePRO for which the survey is within.

  3. Click Survey options and select Compose survey invitation from the drop-down menu.


  4. Select whether the invitation should be sent Immediately or at a specific date and time (1).

  5. Scroll down to the Compose Message section, enter a Display Name select your institutional email in the Fom: drop-down menu (2). You may also include an optional display name.

  6. Type or select from the drop-down menu the participant’s email in the To: field (3).

  7. Enter a subject title (4) and compose your survey message using the rich text editor (4). The rich text editor allows you to style the invitation using different text-formatting options. These options include specifying text colour, specifying background colour, creating tables, adding text of varying sizes, adding bullet lists, and more.

  8. Click Send Invitation (6) to send out the invitation.