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Sending Reminder and Thank You Emails

After sending an Email Invitation, you can follow up with 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 days after the first invitation. 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. From the Send To drop down, select Partial response, No response, or Both.
  6. From the When drop down, choose the number of days after the email invitation is sent that you want to send the reminder email.
  7. Optional: Edit the Subject or click Edit Message to update the message body.
  8. Click Save Automation.

You can only set up one automated reminder email per collector.

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 To: No response, To: Partial responses, or Both.
  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. Select the Send now option.
  10. Click Send now.

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. Select Automate thank you emails.
  5. Optional: Edit the Subject and click Edit Message to update the message body.
  6. 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. Select the Send now option.
  10. Click Send now.

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

 

Manage Follow-up Emails

The Follow-up Emails section of the collector Overview tab keeps track of the automated emails you've set up. You can edit and delete scheduled 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.

The thank you email can be toggled on or off—if the toggle is off, the thank you email is disabled but you can still edit the thank you message and save your changes.

 

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