Compose Email

Using the Email Channel you can email your contacts an invitation to take your survey and track who has responded. After adding the contacts, you can compose a message:

1. Go to the Distribute page and click the Email Channel link.
2. On the Email Channel page, click the Compose Email link.
3. Select your recipients, write the message, choose a delivery date, preview the email, and save it.

Recipients

You can send the email to the following recipient groups:

• New/Unsent - Send to contacts who haven't received an email yet.
• Not Answered - Send to contacts who received the email but haven’t answered the survey.
• Answered - Send to contacts who have completed the survey.
• Everyone - Send to everyone in your contact list.

Message

Two tags must be included in the message:

[SurveyLink]
[OptOutLink]

The [SurveyLink] tag will be replaced with the survey link, and the [OptOutLink] tag will be replaced with the opt-out link.

Custom Data

You can use the following custom tags in messages to pull information from Contacts:

[FirstName]
[LastName]
[Notes]

These tags will be replaced with the corresponding contact data when the recipient reads the message. To use custom data, first add data fields to your contacts list. For more details, refer to the Add Contacts page.

To add custom data to your email message, place the tags where you want the data to appear. Ensure the tags are formatted exactly as shown, with the brackets.

Example Message

Here’s an example email with tags (tags highlighted in bold):

The message is sent separately to each recipient, with the tags replaced by their personalized information from your contacts list.

Here’s an example of what the recipient sees (placeholder content highlighted in bold):