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:

  1. Go to the Send section of your project
  2. Scroll to Send email invitations
  3. 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.

Block design

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.

Global design

To edit the global design of your email, select Body in the left sidebar. Here you can set:

Global settings Description
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.

Selecting contacts

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.

Preview 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.

Send now

Choosing Now will schedule your campaign to be sent immediately. The email should be sent approximately 5 minutes after you hit Send it now.

Send later

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:

  1. Go to the Dashboard
  2. Click the project you wish to send a reminder for
  3. 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.

  1. Click Send reminder (you will be taken to the campaign review page)
  2. Change Subject, Content, and edit Recipients accordingly
  3. Click Schedule & send
  4. 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.

Survey invitations

To view a project's invitations:

  1. Click a project in your dashboard
  2. Select Send
  3. 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.

Mailings

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.

Survey 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.

Mailing reports

To get to the report of any other email campaign you've sent, all you need to do is:

  1. Open the Main Menu
  2. Select Mailings
  3. Click a campaign
  4. Select Report