This article is a step-by-step guide which will show you how to send your email survey to more contacts, in order to do this you need to be an Admin, Manager or Supervisor.
When planning to send your customers an email survey, you only have to create the survey itself once. You can then just add contacts to it as and when you need to.
You could send your survey out to 30 customers today, then send it to another 10 tomorrow. When doing this, you’re not sending it to the first batch of customers again, you’re just sending it to the new customers.
Send your email survey to more contacts
To send a live survey to new contacts, head over to the Surveys main page by clicking on the ‘Surveys’ tab along the top panel.
Find the survey you want to send to more contacts.
Click on the button with three dots:
From the dropdown, select ‘Send to more contacts’.
This will take you directly to the Import stage of the Survey Wizard.
Give a name for the Recipient group and click ‘Save’.
Choose to either ‘import CSV file’, ‘Copy and Paste’ or ‘Existing contacts’ by clicking the relevant button.
Once you’ve imported your contacts, click ‘Next’.
Now you’ll see the Setup stage of the Survey Wizard.
Select how you want to send out your survey and add in any reminders that you wish to send.
When you’re happy to move on, click ‘Next’.
You’ve now reached your survey summary. On here, you can check the finer points of your survey before sending it out. As soon as you’re happy to send it, click ‘Send to more contacts’.
And that’s it! Your survey has now fired off to the new contacts!