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Sending Reminder and Thank You Emails

After sending an Email Invitation, you can follow up with contacts (also called recipients) to remind them to take your survey or thank them for taking it. You can choose who receives a follow-up email based on their response status.

Manage your follow-up messages from the Overview tab of the collector.

Send a Reminder Email

Reminder emails let you nudge the people who haven't completed your survey, so you can get more responses.

Automated reminder email: Send a reminder a certain number of hours or days after the first invitation is sent (not to be confused with the number of hours or days after you set up the reminder). If you invite more people later, they'll also get this reminder email.

One-off reminder email: Send a reminder email now, or schedule it for a specific date and time. If you invite more people later, you'll have to manually send another reminder email.

Automated Reminder Emails

To set up an automated reminder email:

  1. Go to the Collect Responses section of your survey.
  2. Click the name of the collector.
  3. From the Follow-up Emails section, click Reminder Emails.
  4. Select Automate a reminder email.
  5. Turn the toggle on to Send an email reminding people to take your survey.
  6. From the Send To drop down, select Partial response, No response, or Both.
  7. From the When drop down, choose the number of days or hours after the initial email invitation is sent that you want to send the reminder email.
  8. Optional: Edit the Subject or click Edit Message to update the message body.
  9. Click Save Automation.

We send the automated reminder email at the same time that the original invitation was sent out—it's not possible to specify a different time.

Automated reminders are associated with the collector rather than an invitation—if you sent multiple invitations or invite more people later, they’ll also get this reminder email.

You can send one automated reminder email per collector. But, recipients who already received a one-off reminder will be automatically excluded from the automated reminder.

One-off Reminder Emails

To send a one-off reminder email:

  1. Go to the Collect Responses section of your survey.
  2. Click the name of the collector.
  3. From the Follow-up Emails section, click Reminder Emails.
  4. Select Send a one-off reminder email.
  5. Select the recipients you want to target—No response or Partial responses.
  6. Optional: Click Edit Recipients to remove particular recipients from the message. You can remove up to 1,000 recipients.
  7. Optional: Edit the Subject or click Edit Message to update the message body.
  8. Click Next.
  9. Schedule the email for a later date and time or Send now.
  10. Click Send Once.

You can send as many one-off reminders as you want per collector.

 

Send a Thank You Email

Thank people for taking the time to complete your survey.

Automated thank you email: Trigger an automatic thank you email every time someone completes your survey. If you invite more people to take your survey, they'll also get this thank you email.

One-off thank you email: Send a one-time thank you email now, or schedule it for a specific date and time.

Automated Thank You Emails

To set up an automated thank you email:

  1. Go to the Collect Responses section of your survey.
  2. Click the name of the collector.
  3. From the Follow-up Emails section, click Thank You Emails.
  4. Turn the toggle on to Send a thank you email when someone completes the survey.
  5. Select Automate thank you emails.
  6. Optional: Edit the Subject and click Edit Message to update the message body.
  7. Click Save Automation.

You can only set up one automated thank you email per collector.

TIP! To automate a thank you email to send when someone completes your survey, the toggle must be on.
One-off Thank You Emails

To send a one-off thank you email:

  1. Go to the Collect Responses section of your survey.
  2. Click the name of the collector.
  3. From the Follow-up Emails section, click Thank You Emails.
  4. Select Send a one-off thank you email.
  5. Select the recipients you want to target—Partial and complete responses, or Complete responses only.
  6. Optional: Click Edit Recipients to remove particular recipients from the message. You can remove up to 1,000 recipients.
  7. Optional: Edit the Subject and click Edit Message to update the message body.
  8. Click Next.
  9. Schedule the email for a later date and time or select Send now.
  10. Click Send once.

While you can send as many one-off thank you emails as you want per collector, a recipient can only receive a single thank you email. If you add a recipient who's already received a thank you, they're automatically removed from the message.

 

Manage Follow-up Emails

The Follow-up Emails section of the collector Overview tab keeps track of the automated emails you've set up.

If there are no scheduled follow up messages or you see that a message is Currently disabled, it means the automated message is toggled off. You can turn on, edit, or delete emails by clicking the . to the right of the message.

If you invite more recipients to take your survey, the automated follow-up emails apply to the extra people you just invited. If you don’t want the extra recipients to receive follow-up emails, edit or delete the existing automated emails.

 

After sending an Email Invitation, you can follow up with contacts to remind them to take your survey or thank them for taking it. You can choose to set up automated follow-up emails or one-off follow-up emails.

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