How can I send a survey through Email?

You can go to:

  • Step 1: Login >> Customer Experience
  • Survey Software Help Image
  • Step 2: Click on Add Touchpoint and select Email.
  • Survey Software Help Image
  • Step 3: After creating the touchpoint you will get redirected into the survey with a NPS question. You can make any changes in the look and feel.
  • Step 4: Once all changes are made you will need to upload contacts to whom the SMS will be sent. Click on the name of the folder and go back to the previous page.
  • Survey Software Help Image
  • Step 5: Now click on Settings >> Transactions
  • Survey Software Help Image
  • Step 6: Click on Import Transactions >> Select Manual Import OR Excel Import
    1. Step 6.a: Manual Import:
      • Select Business unit: There is always one default business unit.
      • Transaction column Data Format: There are different formats in which you can define your data.
      • Transaction details: Based on the format, you can enter all the details. Note: the phone number has to have the country code.
        Survey Software Help Image
    2. Step 6.b: Excel Import:
      • Create an excel sheet with the following format: Email Address,(Country code) Mobile No,Product,ProductGroup,First Name,Last Name, Transaction Date (mm/dd/yyyy),Custom 1,Custom 2,Custom 3,Custom 4,Custom 5,...,Custom 255
      • Select Business unit: There is always a default business unit. Or you can create a new one.
      • Choose the excel sheet and import.
        If you do not add a date while uploading the transactions, the system will take the present day's date by default.
        Survey Software Help Image
  • Step 7: Click Continue
  • Step 8: Click on Touchpoints >> Click on the survey you want to send >> Send >> Send email
  • Survey Software Help Image
  • Step 9: New Invitation -
    • Select business unit.
    • Transaction after and before date : This identifies when you uploaded the contacts.
    • If you do not select any date emails will be sent to all recently uploaded transactions, that is to the email addresses, an invitation was not sent at all.
      Survey Software Help Image
  • Step 10: Make changes in the template and Click Next.
  • Survey Software Help Image
  • Step 11: Process Delivery

War dieser Artikel hilfreich?
Das tut uns leid
Wie können wir es verbessern?
einreichen

Das könnte Sie auch noch interessieren...