Invite Account Contacts

Published on November 7, 2026 Feedback360

Invite Account Contacts: End User Guide

Feedback360 | Draft: the flow has not been deployed or tested yet, so check the steps against the live screens.

What it does

Invite Account Contacts creates Survey Invitations for several Contacts of one Account in a single pass. You choose the Account, tick the Contacts, and the flow creates the invitations.

It does not send emails. The invitations are only created. Delivery happens through your normal send process, such as the scheduled invitation send.
It lists only Contacts who have an email address.
It leaves out Contacts who already have an invitation for this Survey, so they can't be invited twice.

Note: Invitations created by this action have not been sent yet.

Before you start

You need the Survey Administrator permission set.
The Survey must be Active. If it isn't, the flow stops and tells you to activate it first.
The Account's Contacts need email addresses.

Step by step

Open the Survey record you want to send.
Click the Invite Account Contacts button in the record's action bar.
Select Account screen
Choose the Account whose Contacts you want to invite. This is required.
Optionally enter an Invitation Expiration Date. Leave it blank for no expiry.
Click Next.
Select Contacts screen
A table lists the Contacts available to invite, with their name and email.
Tick the rows you want. Use the search box to find someone quickly.
Click Next.
Invitations Created screen
This confirms the invitations were created. They have not been sent yet.
Click Finish.
Open the Survey's Survey Invitations list to check the new records.

What you may see

Message	Meaning	What to do
Survey Not Active	The Survey isn't active.	Activate the Survey and run the action again.
Account Required	You didn't choose an Account.	Go back and pick one.
Nothing To Invite	The Account has no Contacts with an email, or all of them already have an invitation.	Check the Contacts' emails, or use a different Account.
Something Went Wrong	The invitations couldn't be created, and nothing was saved.	Contact your administrator.

Good to know

Run it once per Account. If you run it again for the same Account, Contacts who were already invited won't appear.
Only the Contacts you tick get an invitation. Anyone you leave unticked can be invited later.
Each invitation links to the Survey, the Contact and the Account. It also carries the expiration date, if you entered one.
To send the invitations, use your usual send process. If your team uses the scheduled send, set the Scheduled Date/Time on the invitations.

Troubleshooting

The button isn't on the Survey page: ask your admin to add the Invite Account Contacts action to the Survey page layout.

A Contact is missing from the table: they have no email, or they already have an invitation for this Survey.

You see two invitations for one Contact: tell your admin, and give them the invitation numbers.

Knowledge Article Number: KA-00496