Share your form by email

Modified on Fri, 05 May 2023 at 03:30 AM

Email campaigns give you the ability to send one or more emails within a campaign, spaced with a specific interval of days between each send. 

This feature is useful for many reasons, as you can create specific customer touch points for feedback collection and automate them, each with different email content and forms. 

Where to create your email campaign? 

Open a Survey and go to the "Share" tab, as shown below:

Email campaigns 

In the "Share" tab, you will find the Email Campaign option under "Manual Sharing".

  1. Click on "Email Campaign" and then create a new campaign, you can give your campaign a name.
  2. If you want to avoid sending emails on certain days of the week, like Saturday or Sunday, you can select the days to ignore with the "Days to skip" feature.
  3. Then click on "Create new push". 
  4. For each push you must:
    • Give a name to your push (ex: Push 1, First email, Email Relay, etc.).
    • Choose the subject of the email.
    • Write the body of the email. 
    • Choose the survey to be sent. 
    • Choose the form button text.
    • Click save and "Continue".

You can select the number of days between two emails. Click on the pencil to change the number of days. (1)

You can also add conditions to your follow-up emails (e.g. only send to recipients who have not replied to the survey). (2)

Email Campaign - Need to knows:

  • The campaign name is used only in the Dashboard for you to identify the campaign.
  • The subject is visible to the participants
  • The default message is from the Email Campaign template
  • A sending time can be scheduled, if you want to send it immediately you can schedule it to the next 5 minutes.
  • If you need to make adjustments, you can delete a campaign which will remove ALL pending pushes so you can start again (after June 2023)
  • You must stack follow ups within the same campaign, and add a condition to "ONLY send to those that haven't given feedback" - sending individual campaigns may lead to emails being filtered as spam, especially for B2B use cases.
  • Duration days are after the initial push. So keep in mind that any follow up emails are sent days after the ORIGINAL email was sent
  • Try to send your emails via an SMTP if you're sending with a B2B use case, try to also ask your clients to white-list your domain and mark emails as 'not junk' to avoid drops occurring. 
  • A failed upload list will be attached after you upload a contact list and not all emails are uploaded (from June 2023)

Uploading Contacts

The next step is to set the recipients, Feedier lets you either type manually the recipients or upload a .CSV file.

When uploading a .CSV, the file must have a column “email” that contains the email addresses. Any other column will be attached to the Feedback as Context Attributes and can be used in the message.
Attach metadata that you already have on the contact here, in order to better analyse your feedback once it gets completed. 

Reporting on Email Pushes

Two bar charts in different colors will appear. The yellow one is for the SMS pushes and the purple one is for the email pushes.

The graphs give you the exact numbers of the emails that you sent, the ones that were opened, clicked, and the feedback that you received through all your email campaigns.

If you only want to see the data related to a specific email campaign, you can click on "search" and then Email/SMS campaign and the data will be filtered accordingly.

Reporting Pushes - Need to knows

  • If you need to make edits to an individual email, or block an email from being sent, you can use the search button and search for the email you wish to edit, then make the changes directly on the push status and listing table.
  • The timing on the dashboard (campaign, feedback and pushes table) is related to your current timezone.
  • The link column is the tracked link sent in the email. You can re-send it manually. Whenever the link is clicked, it records the click and redirects to the form with the right context attribute.
  • The status column is the current status of the email:

bouncedThe email address does not exist or is not valid
clickedThe link in the email was clicked. If you do not see a Feedback link attached to it, it means the recipient saw the page but did not proceed.
deliveredThe email address is correct and the email is in the recipient’s inbox
openedThe email was opened but not clicked
A drop occurs when you try to send a message to an email address listed on one of the suppression lists: Bounces, Unsubscribes, Spam reports and Invalid Emails.

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