Use Send to a List to send a survey directly from GetFeedback instead of an external email provider. Manually create your mailing list and design your email template. When respondents select the Call to Action, the rest of the survey opens in their web browser. You can also personalize your email invitations and track responses with merge fields.
From the survey builder, select Distribute > Email > List to start building your email and list.
Choose your Email Call to Action. You can either set up a button to begin your survey or embed a survey question in your email. The colors in the email will match your survey theme.
Update your email details, including the email subject, sender name, and sender address.
Enter the subject line for your email. Once you add your email list, you can personalize the subject line using merge fields.
Enter the sender name to show on the email. For example, you may send a Customer Satisfaction survey from Customer Support.
Select your Sender email. This includes two parts:
Include additional language, like legal disclosures, in your email footer as hyperlinks.
To add a footer to your email, select Add an optional footer message and links at the bottom of the email template.
Create your mailing list and add any merge fields you want to track. We can't save your email list for later or import CSV email lists. You'll need to enter or paste the list in GetFeedback each time your send an email.
If you have a Salesforce integration, you can send your survey emails to a list built with a Salesforce report instead.
To add your recipients:
After saving your list, match the information in your list to their merge field names. You can also create custom merge fields for other information, such as account name or age.
To match your list items to their merge field names:
If you added information about your recipients, which we call merge fields, you can now personalize your email's subject, body, and button using this info.
To personalize your email with merge fields:
Merge fields are helpful to track survey responses in another application like Salesforce.
If you add merge fields to your email list, we add the information to the survey URL for each respondent. When the respondent takes your survey, we pull the merge field information into the survey response table to help you track responses.
If you need to end your survey at a certain time, select Schedule an end date on the footer of the email builder. Pick a date from the calendar popup.
Your survey ends on the date you select. After the end date, no additional survey responses will be collected.
To keep responses anonymous, turn off the slider next to Enable email tracking in the footer of the email builder. When someone completes your survey, their results display without their email address.
When you're ready, click the Send Preview or Send button on the footer of the email builder to send the survey email. If you select Send Preview, we send a preview email to the email address on file for your GetFeedback account.
After you send your email, you can either Send another email or View survey responses.
You can view real-time responses, a summary report, or the email distribution results.
Will my email send right away?
It may take a few minutes for your email to send, but it will send within minutes of pressing the Send button.
Do you have any specific rules as to who I can send to?
How can I see who opened or clicked a link in my email?
GetFeedback will track this information for you by default so you can see the total number of surveys that have been clicked and opened. You can see the information by navigating to View Results and reviewing your Summary Report within your survey. If you don't want to track this information, you can collect results anonymously instead.
What happens if someone forwards my survey?
If a survey link is forwarded on to someone else outside of your recipient list, that person will also be able to take your survey. However, if you're using merge fields in your email, the response will be recorded as the original person you sent the email to. This is because that unique information about your recipients is stored in your survey link. When that email is forwarded on, that unique link stays the same and will continue to be tracked just as if it was the original recipient. To prevent this, consider encrypting your merge fields.