Using a Custom Sender Name & Email makes it more likely for your emails to be delivered and for survey-takers to open the survey and respond when they recognize your familiar and trusted brand.
Your team's Primary Admin can choose to set it up for the entire team or for specific members of your team. When turned on, team members can choose to update the display name and local name when selecting their email's collector options.
Your Primary Admin can also choose a reply-to email address for any bounced emails or replies to email invitations sent using the Custom Sender Name & Email. The reply-to email can either be the survey sender's account email address or a listserv email. To know what to expect if you use a Custom Sender Name & Email, reach out to your Primary Admin.
Your team's Primary Admin should reach out to their CSM to set up a Custom Sender Name & Email.
Here's a high-level breakdown of what to expect during setup.
We need these details:
Your CSM will send you DKIM/CNAME and MX/SPF records that your IT department needs to add to your DNS.
Let us know once this is complete so your CSM can confirm everything looks good from our side. Otherwise, they can help you troubleshoot.
The Primary Admin should let team members with Custom Sender Name & Email turned on know what to expect, including where replies to emails will go.
Once set up, surveys sent via Email Invitation will use the team’s Custom Sender Name & Email. Any emails sent or scheduled before the Custom Sender Name & Email was set up will send from the SurveyMonkey sender email address.
When Custom Sender Name & Email is turned on, team members can choose to personalize it when choosing collector options for an email invitation.
To update the Custom Sender Name & Email:
When people see an email invitation in their inbox, the From field will look like this:
Each person gets a unique email invitation and can only see their own email address in the To field.