Email Surveys

Surveys or messages can be distributed by via email from the "Mail" button at the top of the screen. There is a range of options for selecting participants to receive an email. Mail can be sent to "All" participants or to "Not started" and "In progress".

There are also options to be more selective. Select the check box next to individual participants. Then click the "Mail" button and choose Email/Selected. There is also an email icon alongside each participant to deploy surveys and send emails to individual participants.

The email window has two tabs - Recipients and Mail Settings.

Recipients

When selecting "All" participants or "Not started" or "Completed", the number of recipients is shown but not their email addresses.

When selecting specific participants, and choosing Mail/Selected, the recipients window displays the participants to be sent emails and their email addresses.

If the project has been set to "Anonymise" responses then emails cannot be sent to participants who have completed their survey as their personal details are no longer available.

Mail Settings

In Mail Settings select the Mail template to use. The Mail subject and message may be edited without affecting the Mail Template. Alternatively, create the email directly into the subject and message settings without using a Mail Template.

It is important to add relevant "Tokens" to the email. In particular, it is imperative to add a "Survey Button" token. This token will insert a button with a the link to the survey. Without this token the participant will not be able to access the survey.

A field is available to enter a "Mail log Comment". This comment will be recorded and can be viewed in the Mail History log for the participant.

Undelivered Email

When email is undelivered, an email error message will apear and the Mail # column will show a red button. The date of the last successful email will be recorded in the "Mailed" column.