Sending Surveys via Email Invitation
ADVANCED FEATURE: This feature is only available when subscribed to a paid plan.
The Email Invitations option allows you to design and customize emails for your surveys, quizzes, and forms. You can enable tracking when sending our projects via email invitation and send reminders to those who're yet to respond. You'll be able to monitor email metrics for your campaigns, to see how well they've performed with your contacts.
To get started with this feature:
- Go to the Send section of your project
- Scroll to Send email invitations
- Click Send by email
If you haven't uploaded any contacts yet, you'll need to click Manage contacts first and then Import contacts (ADD LINK).
In this article...
Subject and sender
First, you'll need to fill out the subject and sender information for your email. To do this, click Edit subject under the Subject and sender box.
In the Meta section, you'll need to fill out the:
- Email subject
- From name
- From email
- Your physical address
You're then able to select a project (survey, quiz, or form) to send with the email campaign. By default, the survey you create this campaign in will be selected.
Finally, you have the option to enable tracking for this campaign.
Enabling tracking will send each contact a unique link, which enables you to link their response and email address. If you leave this box unchecked, all responses will be anonymous.
To continue to the next section and start designing your email, click Next: Content.
Composing and designing your email
Your emails are created using a what-you-see-is-what-you-get block editor. You can drag and drop in one of the below block types to start building your content:
|Columns||Columns allow you to insert multiple blocks along the same row|
|Button||Add a button that takes recipients to another page|
|Divider||Place a divider to visually separate two blocks of content|
|Heading||Add a heading to your email body|
|HTML||Insert an HTML block and customize it using HTML code|
|Image||Upload an image and place it in your email body|
|Menu||Add a menu with links to external pages|
|Text||Type text into these blocks|
By default, your email with be created with two text blocks and a button.
There are several required fields in your email that cannot be removed, these include:
- Physical address: your own address.
- Unsubscribe link: allows users to opt-out of your mailing lists.
Click any block in the email builder to edit their design individually. You will see different options for each content block type, but you will be able to change the padding of each content block.
For more information on what you can edit for each, click the links in the table of content blocks above.
To edit the global design of your email, select Body in the left sidebar. Here you can set:
| Text color
||Set a default color for all text in your email|
|Background color||Set a background color for your email|
|Content width||Select the width of your email content|
|Content alignment||Align your text to the left or center|
|Font family||Choose a font for all text in your email|
|Preheader text||Write a short summary that follows the subject line when viewing an email in the inbox|
|Link color||Set a color for links in your email|
|Link underline||Choose whether links are underlined by default|
Your email will save automatically as you add and edit content.
Previewing your email
You can view edit your content in both the Desktop and Mobile views to ensure your design is responsive on both types of devices. To switch between these, click the desktop or mobile icons in the bottom rights of the email builder.
You can also click the eye icon to preview your email as your contacts would see it. There will be an option for switching between a mobile and desktop view above the preview.
Once you're finished creating your email and you've previewed it, click Recipients in the top right. This will take you to the different groups you've created for your contacts.
You can't add new contacts or groups in this section. However, you can open the Main Menu and select Contacts to import more and manage your groups. Don't worry, all your contents and settings will have been saved, so you can come back to this campaign later.
Select a group (or groups) to send your campaign to, the total number of recipients will be calculated at the bottom of the page for you.
From this section, you can also choose a Segment you've created or use the Advanced tab to filter your contacts before sending.
Whichever you're finished selecting your contacts, click the Next: Review & Send to proceed to a review of everything you've done so far.
Review details and test
From the review screen, you'll be able to go back and edit anything you've done so far. You'll also be able to preview your email and send a test email.
There are two ways for your to preview your email before sending it. Firstly, you can click Preview next to the image of your email content, this will trigger a pop-up containing the preview. Secondly, you can view the email as a plain-text version.
Send a test email
Sending a test email to yourself allows you to check the design and content are right before sending it to your audience. Just click Send test email and enter your address into the pop-up. It should be in your inbox approximately 5 minutes after hitting send.
Once you're finished previewing and testing, just hit Next: Schedule & Send.
Schedule & send
You'll have two choices when sending an email invitation: send now or later.
Choosing Now will schedule your campaign to be sent immediately. The email should be sent approximately 5 minutes after you hit Send it now.
Selecting Later will open a few more settings for you:
Here you can choose a date, time, and time zone to schedule to email.
Sending a reminder
It's not possible to send the same campaign twice, but you can send a reminder to contacts who're yet to respond to your survey.
To do this:
- Go to the Dashboard
- Click the project you wish to send a reminder for
- Select Tracked Responses
This will open a pop-up that allows you to identify respondents who are yet to respond and send them an email reminder.
If you have already sent a reminder, but you want to send another, when you click Tracked Responses a pop-up will appear enabling you to select which campaign to send a reminder for.
- Click Send reminder (you will be taken to the campaign review page)
- Change Subject, Content, and edit Recipients accordingly
- Click Schedule & send
- Choose to send it Now or Later
View sent emails
There are two ways of viewing sent emails, via a project's Send section or via the Mailings button in the Main Menu.
To view a project's invitations:
- Click a project in your dashboard
- Select Send
- Scroll to Email invitations
Here you will find a list of all the email invitations sent for a survey, quiz, or form. You can view the report for emails you have already sent or complete the sending process for drafts.
Opening the Main Menu and clicking Mailings will take you to a complete list of all the emails you've sent on the site. Each will contain the following information:
- Campaign type: Invitation or reminder.
- Project title: Name of the survey, quiz, or form sent.
- Campaign status: Sent or draft.
- Creation date: Date when the email was created.
Survey invitation response rates
There are also two ways you can access the statistics for your email invitations, via your survey report and via your mailings reports.
When you go to the Results section of your survey (quiz or form), the campaign stats for your email invitations will appear above your question results.
By default, only the most recent campaign stats will be shown. But if you click show all your entire campaign history for the project will appear.
To proceed to the full report for your email invitations, just click see email campaign.
To get to the report of any other email campaign you've sent, all you need to do is:
- Open the Main Menu
- Select Mailings
- Click a campaign
- Select Report