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. Enter the Distribute page and click the Email Channel link.
2. In the Email Channel page, click the Compose Email link.
3. Choose the recipients of the email, write a message, choose a delivery date, preview the message, and save.

Recipients

You can send the message to one of the following groups of recipients:

• New/Unsent - Send to everyone who hasn't received an email message yet
• Not Answered - Send to everyone who has received an email message but has not yet answered the survey
• Answered - Send to everyone who has answered the survey
• Everyone - Send to everyone in your contact list

Message

There are two required tags you must include 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 other tags in your email messages to populate custom data from Contacts. When a recipient reads the message, the tags are replaced with their information. For this to work, you must first add data fields to your contacts list. To see how, please read the Add Contacts page.

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

[FirstName]
[LastName]
[Notes]

To add custom data to your email message:

1. While editing an email message, place the tags where you'd like the data to appear.
2. Keep the tags exactly as they are, with the brackets.

Example Message

Here is an example message (tags highlighted in bold for the example):

The message is sent to each email address in the channel separately, and placeholder tags are replaced with each contact's information from Contacts.

Here is what the recipient sees (placeholder content highlighted in bold for the example):