Sending Surveys via Email Invitation
The Email Invitation Collector allows you to send customized email invitations for your surveys and track who has responded. You can also schedule follow-up reminder and thank you messages to recipients.
To add an Email Invitation Collector, go to the Collect Responses section of your survey and choose Track Your Survey Respondents.
Follow these steps to send and manage your invitation, or jump straight to:
- Compose Your Message
- Choose Collector Options
- Schedule Your Invitation
- Track Survey Responses
- Send Reminders & Thank Yous
ê Compose Your Message
There are multiple ways to add recipients to your message:
TIP! You can only record one survey response per email address in the collector. Instead of sending an Email Invitation to a Listserv or email alias, create a Web Link to share.
Edit Your Invitation
Please remember, your messages need to include certain required data.
When you're done editing, click Save to preview the message and continue to the next step.
Edits don't save automatically—always click Save before clicking Next or Resume Later. Additionally, you can't toggle message formats. Edits you make in one message format may be overwritten if you change formats.
At any time when composing your message, editing your collector options, or scheduling your message, click Resume Later to save your progress as a draft.
The collector status remains as Draft or Not Configured until you send or schedule at least one message.
ë Choose Collector Options
Sender Email Address
Choose the email address that appears in the From field of your email invitation. Any replies to your emails will also be sent to this address. You have to verify your email address if you have a BASIC plan.
By default, IP addresses and email addresses are stored in survey results. If you added the first name, last name, or other custom data to recipients, this data will also be stored. To stop storing information, make responses anonymous.
Click Show advanced options to see all collector options.
í Schedule Your Invitation
Send the invitation right away. The message will be scheduled for approximately 5 minutes after you click the button.
Choose a date and time to send the invitation to your recipients. You can click the black down arrow to the right of a scheduled message in the Overview tab to unschedule or reschedule the message.
Send a Test Email
ì Track Survey Responses
View Real-Time Results
Use the Invitations and Responses charts in the Overview tab of the collector to track how many people opened your invitation, clicked through to the survey, or responded to your survey.
You can also view individual responses from the Analyze Results section of your survey. Under the Individual Responses tab, you'll see the email address and response status tied to each individual response.
See a list of all recipients added to the collector and their individual response status from the Recipients tab. Click All messages or All recipients to filter recipients.
It's not possible to edit recipient details from within a collector. All edits to contacts should be made in Contacts.
From the Recipients tab, click Export All (.CSV) to download a spreadsheet of all the recipients in the collector. The spreadsheet contains the same information you see in the Recipients tab.
You can only export the complete recipient list–if you use the drop-down menus to filter the recipients, the export button is disabled.
î Send Reminders & Thank Yous
View Sent Messages
From your Message History, click the black down arrow to the right of any sent message to view the message or to view the recipients for that message.
Edit Draft Messages
From your Message History, click the black down arrow to the right of any draft or scheduled message to edit the recipient list, edit the message text, or unschedule the message.
When editing a recipient list, you can remove up to 1,000 recipients.
Send More Messages
Use the buttons at the top of your Message History to send more messages.
Send more Invitation messages to add new recipients to the collector. You can also send invitations to recipients who were added to the collector but not sent an invitation yet.
Schedule a Reminder message for recipients who haven't responded to your survey or who've only partially responded to your survey.
Send Thank You
Send Thank You messages to recipients who took your survey.
It's not possible to resend an Invitation message to particular recipients, but you can send them a Reminder message instead.
To resend an Invitation message as a Reminder message:
TIP! You can schedule Reminder and Thank You messages with zero recipients since recipients are automatically added to messages based on their response status (not responded, partial, or complete) at the time the message is sent.