In this article, we’ll give you a brief overview of how you can start sending surveys right from your GetFeedback account. It’s as easy as going into your Distribute tab and clicking on the new ‘Email’ option, but we’ll give you more detail below on all of the powerful tools we’ve included for you.
To get started sending you’ll first want to create your survey, including any exit pages or redirects that you’d like to have in place. When the survey is sent via email your recipients will click on the link in the email, opening up the survey in their web browser. No need to worry, your survey will still behave in the same way that you see in your test and previews.
Once you’ve completed your survey and you’re ready to send it out you’ll want to go to your ‘Distribute’ tab. This tab will give you a few ways you can get your survey into the hands of your recipients: Direct link, Send an Email, and in some cases via your website (see more on website surveys, currently in Beta).
Select the email option to be moved to the next screen where you’ll set up the email that will be going out to your recipients.
Your first option on this screen will be to select your email type. You’ll have two options here:
- Button to Begin Survey
- NPS Question
If you only see one option, don’t worry. We’ll only show you the NPS email type if you have an NPS type question in your survey. We’ll go over what these two options mean below.
Button to Begin Survey
Selecting this option will allow for you to add a button in your email to your survey. When people click on the button it will open up their default web browser and they can then complete the survey within the web browser.
This option will only appear if you have an NPS question in your survey. If you have multiple NPS questions, you’ll also see the option to select the NPS question you’d like to use in the email. Once you select the NPS question we’ll automatically embed the question into your email for you, using the button colors that you’ve selected in your survey theme.
It’s important to keep in mind that if you select this option the workflow for your survey recipient will be a bit different than if you selected the button option. For example, if you have more than one question in your survey your survey taker will select their option in your email nps question and then be routed to the beginning of your survey in their web browser. Be sure to remove the title page in your survey so that they can start answering questions right away without hitting another button to start the survey (see below on how to do this).
With either option that you select be sure to send a preview of your email and test the workflow that your survey recipients will run into to make sure the option you selected works for your survey.
You can add your recipients quickly by clicking into the box on the left hand side of your screen and inputting your recipients one by one. You can alternatively send to a Salesforce report as well, if you’re using our Salesforce integration or if you're a Campaign Monitor customer, you can now also send directly to your lists within your Campaign Monitor account.
Note: Not seeing these options? We might need to turn them on specifically for your account. Contact our support team for help at firstname.lastname@example.org
Add in each recipient on a new line, including any personal information about them you might want to track later on, or use to personalize your email to them. This can include name, email address, age, company name, or Salesforce specific ID’s like Contact ID. Adding in this personal information can later help you to personalize your emails or track responses from specific recipients. It can also help you to map your information back into Salesforce.
If you don’t have information for one or two of your recipients, just leave a blank space where the information would go like you’ll see in the example below:
When you’re done adding your recipients and their personal information press “Save” below. Next, we'll have you tell us what the personal data means that you’ve added, and what we should call it (so that you can refer to it later).
Finally, select “Next” to finish up adding your recipients to your email.
To send your email at this point, press ‘send’ on the bottom right-hand side.Since you’ve just added personal information about your recipients (otherwise referred to as custom fields or merge fields), you can now use this to personalize your email. We allow you to personalize the subject line, button, and content for each campaign you send. By adding any of the following tags to your campaign content, we will dynamically change these values for every recipient when sending the campaign.
[firstname] (Note: We’ll automatically pull anything before the first space to be used as the first name)
[lastname] (Note: We’ll automatically pull anything after the first space to be used as the last name)
To personalize your email click on either the subject line, header, body, or button in your email. You’ll then see a pop up appear allowing for you to select the merge field you’d like to use to add personalization.
Lastly, you can also personalize the button in the email itself. While it’ll still go directly to your survey, you can change the button language to have personalization as well.
Please note: When you name your merge fields remember to not use any special characters such as ', $, #, @, or *
Prevent Users from Multiple Responses
To prevent users from taking your survey more than one, you can use the merge field "gf_unique" and a unique identifier (such as email address or contact id) to make sure that the specific user only submits survey responses once.
For example, if I want to make sure that email@example.com only takes the survey once, I add the email as a second field separated by a comma. Then, when matching the field in the popup box, I choose "Custom".
I will then name that custom field "gf_unique"
Now, if firstname.lastname@example.org tries to take the survey via the link that was emailed again, this will show:
If it’s important to you to keep your survey anonymous, just uncheck the option to track email responses before hitting send at the bottom of the email page.
Before Sending Your Email
Before sending off your email, remember to set an end date if you ned your survey to end at a certain time. You can do this before sending by pressing the "Schedule an end date" link at the bottom of the email screen.
Once your date selection has been made, your survey will turn off on that selected date and not allow for any other responses to be submitted.
Pre-Populating Forms Using Recipient Information
Next, create your email list that you'd like to send to and include the information that you'd like to have show up in your form. For example you'll have name, email, and you can then also include other information such as State or Country included in your list as well, so that it can pre-populate the form for your survey taker with this information:
Note: You'll want to make sure that what you name these fields in this step is the same as the names used in between the brackets in our previous step.
Survey Email FAQ
Merge Field Basics
Tracking Email Responses in Salesforce