Table of contents
When to use?
When you have a set list of respondents that you want to reach, we recommend sending your survey via email. It is easy to set up and perfect for sending automatic reminders to respondents who have not yet answered the survey.
Don’t feel like reading? Watch the tutorial:
How to create?
Click “Email” to access the email sendout menu. In this menu, you will begin by customising what should be sent to the respondents.
Near the top, you will have an“Edit” button for changing the name of the sendout you are working on. This will be useful if you are working with multiple sendouts from the same survey. Changing the name of them to something easily identifiable is recommended. It is not a must, but navigation will be a lot easier if there is a date or specific name allocated to each sendout.
There are two open text boxes where you need to provide information:
Subject: This will be the subject of your email and, therefore, the first thing that your respondents see when the email arrives. With this in mind, try to be creative and aim to capture their interest quickly.
Sender: You will need to specify an email address that should indicate who has sent it. There will need to be an email address connected to the send-out, or the email will not be sent.
There are a couple of different formats you can use here, depending on how you want the sender to be presented to the respondents:
- Netigate <email@example.com>
This will set firstname.lastname@example.org as the sender email address but the visible presentation of the sender will be “Netigate”.
The sender will be email@example.com and it will be displayed in the same way when respondents view the email in their inboxes. This method has no specific presentation added.
Below these two boxes, you will have a larger text area where you need to enter the text that will accompany your email. To make it easier to work with your mail text, there is a HTML editor that allows you to upload pictures, format text, create bullet lists, tables, etc. This email text is what the respondents will read before entering the survey.
We recommend that you include a short introduction to the survey in the email text. For example: what the survey is about, why you are doing the survey and approximately how long it will take to complete.
Important: In order to have a working survey link in your email, you will need to have [[LINK]] somewhere inside the email text. Should you remove the link from the mail text ([[LINK]]) you can easily retrieve it by clicking the “Survey Link” button in the upper right corner of the HTML toolbar.
To insert the link: First, locate the place in the email text where you want to insert it, then click the “Survey Link” button and it will be added to your email text.
The option labelled “Include opt-out link in mail” will add an opt-out link to your email. When this link is clicked by the respondent, their address will be added to an account-wide block list. This results in a block of any future emails to that specific email address.
At the bottom of the page, you will find details about the Scheduling of your sendout. Here, you need to set a date and time when the mail should be sent. You can also create reminders. You can add several reminders in advance if you wish.
How to set up/edit the email reminder
After clicking “Add reminder“, you will be given the option to timestamp this and also edit the mail text. You do this by clicking the “Edit Reminder“ button. You can also decide who should be eligible to receive a reminder by changing this from the “Send to“ drop-down menu.
Please note: When in the distribution overview, you will see your mail send out and all the reminders you have set up. Clicking on “Reminder” will lead you to the original send out. The reminder is only visible and editable by clicking “Edit reminder mail“.
Reminders can be set up before your email sendout, after your email sendout, or whilst the survey is active.
If you are using respondent lists, ensure that your list has uploaded correctly for the reminders to work as expected. You can read more about it here.
Click “Continue” in the bottom right corner to save your email and proceed to the “Respondents“ tab to add email addresses to your sendout.
How to add respondents?
In the respondents tab, you will add all email addresses that should receive your email sendout. There are three different ways of adding recipients to the mailing.
Add email addresses: This option allows you to easily copy and paste email addresses from another source, such as Excel. The email addresses need to be separated by a single line break.
Use a previously uploaded list: Here you can select an already existing respondent list that has been saved to your account from “Lists & Data”.
Add File: You can upload an Excel file containing email addresses that you want to send the survey to. In this list, you can include information about your respondents. This information is also called “background data“. You can read more about how to design the file and ensure successful upload here.
You will see how many email addresses you added to your sendout in the area called “Added“. If you have already added one or more email addresses to your mailing list, you can manage these by clicking “Manage respondents“ (a small pen icon will appear right next to the number of respondents when there are respondents connected to your sendout). Here you can, for example, delete added email addresses from the mailing or edit information associated with email addresses.
Click “Continue” in the bottom right corner to save your email and proceed to the “Order“ tab to activate your sendout to the date and time chosen under “Scheduling“.
How to order a sendout?
In the “Order” tab, you will activate all email addresses that you have added to your sendout for sendout. The sendout will not be sent until the date of your scheduling. If this date has already passed, the sendout should be sent within 5-10 minutes from when it is ordered.
Before you order your sendout you can review the date of the mailing and reminders, as well as the number of recipients. When you click the “Order” button, you will be asked if you want to activate the survey right away (unless the survey is already active). Before any emails can be sent, the survey needs to be activated otherwise your sendout will not be successful. Once you have ordered the sendout you will be redirected back to “Distribution” and should see a green circular icon in front of the sendout name, indicating that the sendout has been ordered.
Important: Should there be any warnings or information icons in your “Order” tab, there might be some information missing or information that you are being advised to double-check. You can hover your mouse over these icons to see additional information.
The red triangle means that there is information missing and your sendout cannot be ordered as it is.
The yellow triangle means that there is something you are being advised to double-check, just to make sure you have not missed anything.
Once you have ordered your sendout, you will be redirected to the distribution overview. This will show you a list of all the sendouts you have made before, including the most recent email sendout.
Note: Sometimes requests reach us, wondering why previous answers can be seen or why the survey seems to be answered/prefilled already. To avoid this, do not forward personal links (emails sent to a specific respondent) to another person. The link in an email sendout is personal and if another person uses it, the answers from the initial person will be filled in. To share the survey with more respondents, create a new sendout or add more respondents to the existing sendout. To prevent the respondents themselves sharing their invites, we further recommend a clear note in the email text.
Questions and answers
Question: Is there a maximum amount of recipients for an email sendout?
Answer: No, there is no maximum amount. Our tip: If you have more than 5 000 recipients, we recommend to split the sendout to ensure that the system doesn’t get overloaded during the upload.