Steps
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Go to the Survey Campaign page
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Select Send personalised survey links via email
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You arrive on the Send Survey To Contacts page
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If Waves have been enabled on your Survey Campaign, you can choose which Wave to associate this sending of the survey with. This is optional. If Waves have not been enabled, you will not see the Waves dropdown list.
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Set Expiry: by default the survey links generated from this page will expire once the contact has responded to the survey. However you can change the setting to “Remain active” if you want the contact to be able to post several responses to the survey over time without you needing to send them a new link
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Add the survey recipients: this box lists the contacts within your project.
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Send all unique survey links manually: Select this option if you want to generate a list of Unique URLs for each Contact that you can copy & paste to send to them via your own methods.
If you select this option, the options to add an Email Message and set Reminders will disappear
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Select existing contacts: If you have enabled project Waiting Lists, Alumni Lists or Declined Lists, you can filter the contacts that are displayed according to which project state they are in.
If you select a Contact who does not have an email address, you will be prompted to add one.
However if Send all survey links manually has been turned on, you will not be prompted to add an email address for contacts that do not have one already.
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Once you add contacts in the Select existing contacts box, they appear within the Survey distribution list box
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Add survey recipients: use this to type in Email Addresses that you want to send the survey to quickly without the need to first create Contact records for each survey recipient.
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Add an additional message: By default the message that contacts receive will simply refer to their Unique Survey Link. Add an additional message that goes above this default message.
Add Reminders
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you can add multiple reminder messages
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choose how many days after the Original Message being sent that the reminders should be sent
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The Send A Survey to Contact feature allows you to generate a unique personalised link for each of your contacts.
How to send a survey in Identifiable Mode - this means that you and your colleagues will see the name of the contact to whom the survey response belong
How to send a survey in Anonymised Mode - this means that you and your colleagues will not see the name of the contact to whom the survey response belong
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Personalized Tags are codes that pull information stored in Contact profiles into email and SMS messages, allowing you to personalize your content to each Contact.
When sending a survey via email and/or SMS, you can use Personalised Tags.
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Different colored highlights indicate different tags
The green highlight on the text is for a personalization tag.
The yellow highlight on the text is for a broken/edited personalization tag.
The white background on the text is for normal text.