To send Satellites to someone via email, go to the Satellites menu and select the "Mail" button at the top of the page. To send email to selected satellites, select the check box next to the satellites and then choose Mail/Selected. There is also an email icon alongside each satellite to send emails to individual satellite email addresses.
Note: Satellites do not require an email address, so in those cases the satellite survey link will need to be distributed manually. Examples of when satellites without email addresses may be used include on websites, social media pages or verbally providing the link.
The email window has two tabs - Recipients and Mail Settings.
The Recipients window displays the satellites to be sent emails and their email addresses.
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 survey participants 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 satellite.