Survey Emails - User Guide

Created by Help Desk 2, Modified on Mon, 05 Jun 2023 at 05:07 PM by Help Desk 2

Survey Emails - User Guide

To send out survey emails to notify members to complete the survey, follow these steps:

Step 1: Accessing Survey Emails

1. After the survey is complete, locate the survey and click on the "emails" link next to it.

Page 1: Message Details

1. On this page, enter the Name of the sender, the sender's email address, the subject of the email, and compose your message.

2. Provide all the necessary details and instructions to encourage members to complete the survey.

Page 2: Attachments (Optional)

1. This page is optional and allows you to add attachments to the survey email if desired.

2. Click the "Choose File" button, select the file from your computer, and click "Attach the File" to include it with the email.

Page 3: Recipients

1. On this page, select the recipients of the survey email.

2. You can choose recipients individually by using the "Add Selected Members to List >>" button or add members by membership plan using the "Add Members by Membership Plan >>" button.

3. Select the appropriate recipients based on your intended audience.

Page 4: Message Details

1. Review the information on this page to ensure accuracy and completeness.

2. Once you are ready, click "Send the Message >>" to send out the survey email to the selected recipients.

That's it! You have successfully sent out the survey email notifications. If you require further assistance or have any questions, please don't hesitate to contact our help desk. We're here to assist you.

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