Share your campaign by email with an email invitation. Those invitations are sent to your contacts and they contain a link to your campaign. They can be customized using a number of different fields.
You need custom permission to set up Campaigns. Contact us! The number of emails you can send is equal to the monthly number of responses in your plan.
This guide will teach you:
1. Use Contact Lists
You don't need to start inputting hundreds of addresses manually when you're ready to send out your message. In the My Contacts tab, you'll be able to create your Contact List where you can upload a CSV file with the names and addresses of your contacts.
When you're ready to send the message, you'll be able to simply select which contact lists you want to send your messages to.
2. Create a customized email
It's time to get started creating your invitation! Start by clicking on the drop-down menu on the top-right hand corner of the screen, and click Email Invitations.
2.1 Create a new invitation
Under Campaigns with email invitations, click Create email.
Add your first invitation by clicking Add Email.
2.2 Input Sender information
- Email title - Enter the title here - it can be the name of your campaign or choose any title you want. This title will also be the title of the template. If you are making a few templates, make sure that your titles are clear so you will be able to differentiate between them later.
- Name - Enter the sender's name - this can be your own name or company name.
- Email - Type the address you want to use to send out your messages. The actual message sent from our app will be sent from firstname.lastname@example.org. If you want a custom Sender Address, some DNS (Domain Name System) settings are required by you. Contact email@example.com for more information. The reply-to address in this case will be the same as the Sender Address.
- Contact list - Here you can select the contact list to send the invitation to. You can select multiple lists. You can't have more than 100 contacts.
Most people are hesitant to open messages from an unfamiliar sender. Use a name that the respondent will recognize or maybe the name of the CEO to give your message more authority.
If you have not set up DNS settings, it's a good idea to mention in your message who respondents can contact in case of difficulty or questions, since if they just click "Reply", the message will not be sent to your address.
2.3 Write the invitation
- Contact list - If you've already made a contact list, you can choose it from the drop-down menu. If you don't have one make sure to create one before creating your invitation.
- Email subject - Make it catchy! It should be compelling enough to make people want to click and open your campaign.
- Email body - This is the text of the message. Make it look more exciting by formatting your text, change the color, alignment, and more, and personalize with invite variables. Invite variables allow you to personalize your invitation using the information from the contact lists. You can address respondents by name and include their personal ID. This saves you writing a personal invitation to each of your respondents and will also allow you to track respondents' progress.
- Send the email - Click on the calendar icon to choose a date and time (in hours).
- Add image - Upload your logo or a picture to brand your message or liven up the invitation!
33% of recipients decide whether or not to open an email based on the subject line alone. Choose an intriguing question relevant to your survey or topic, e.g., “Is [department] the best department at [Company Name], [Name]?” or “Has [Company Name] ever let you down, [Name]?”
2.4 Personalize the invitation with variables
Now you'll have a drop-down menu with a number of different variables - first name, last name, personal ID, and different options on how to add a link. You can either add the field directly to the text (e.g., "Hi *|contact_first_name|*), or Insert link so you can write a message and choose which word to make clickable, for example, ask respondents to click "here" to access the survey.
Let's take a quick look at how to insert a link and make one of the words clickable.
- Choose your Invite variable. In our example, it's the clickable link with the Personal ID. When you have selected it from the drop-down list, it will be copied into your text.
- Click the icon to Insert link.
- Now take the Invite variable text that you just inserted, and cut and paste it into the box for URL.
- Choose which word from the text you want to make clickable. In this example, we have written "please click here to begin" and the word "here" is clickable and will take respondents to the survey.
Inserting invite variables including personal data attached at the end (email, personal ID or unique ID), is the most incredibly useful way to track your respondents' progress. It will save you loads of time - you won't need to spend ages creating a personalized link for each of your respondents!
3. Add a reminder
It's so much easier to set up your reminder now than having to remember in the middle of your data collection to remind people who haven't yet participated. At the bottom of the email section, click Add reminder.
Now you can set your reminder message. A lot of the options will be the same as for the initial invitation.
- Email subject - Write your subject here. You need to make it even more intriguing than the first one to convince those who have not yet responded to click through to your campaign.
- Email body - Input your message here. Use the rich text editor and variables mentioned above to personalize the email and make it look interesting!
- Add image - add your logo or picture to your message.
- Click the calendar to schedule the date of the reminder, and type in what time (24HR) you want it to be sent out.
- Click here to access the drop-down menu with the options of when the reminder should be sent.
You can add as many reminders as you wish. Just click add reminder and go through the same steps again.
Now save the invitation, or click save and send me a test to see how it will look. If you're want to discard your work altogether, click delete email.
4. View status
Head over to the Analyze Email. You'll be able to see the details of the messages you've sent - if the message was received, opened, and whether or not the links were clicked on. Click the arrow to choose which invitation you want to view the details for.