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Email List Management

How can I send the Survey I created?

We provide you with a very sophisticated Email Management tool for sending the Surveys by email. You can access this tool under the Send Survey tab.

Steps to follow for sending a Survey.

  • You can access the Email Management tool by clicking on the Manage Email Lists link / button under the Send Survey tab.
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    NOTE: Please make sure you have the correct survey active when you are editing your email invitation. Each survey has it's own email invitation.

  • Click on the Create A New Email List link to access options for creating a new email list.

    You can create Two types of email lists Global or Survey Specific Email lists. For more information please read the help file for Email List Types below.

  • On the next screen you can upload the email addresses for the list. Please note that you can only enter One Email address per line. You can also upload the email addresses directly from file. If you have already created an Email List then you can click on the Edit link for the email list to access this screen for uploading email addresses. For more information please see help link below.
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  • When the email addresses are uploaded you will get a confirmation regarding the Uploaded email addresses and then you can see various additional options available for the Email Lists.
    • Search: You can search for email addresses using this option.
    • Send Invitation: You can send the email invitation to this email list directly from here.
    • Export Batch for External Distribution: Use this option for sending emails using your own email client. For more information please see link below.
    • Bulk Unsubscribe: Use this option if you want to disable all the email addresses in that email list.
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    4.) Send the Survey Invitation - To send email invitations to an email list, click on the Send Email Invitation link under the send survey tab. Select the list to which you wish to send the email invitation to and click on the Send Invitation link. NOTE:This step can only be accomplished after uploading email address to a list and editing the Email Invitation. For more information on editing the Email Invitation please see the link below.

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    Other Options
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      Report -To see the Reports for all email batches for that particular email list click on the Report link.

      Edit - To edit the email list, add email addresses, download the external batch for email distribution and to send the Survey you can use this option.

      Rename - To edit the name of an email list, click on the Rename link and make the appropriate changes in the popup window.

      Delete - To delete a list entirely, click on the Delete link associated with the list you wish to delete.

    History
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      Various statistics and information about all the email batch processes is provided on this page. You can view the contents of the email for a particular batch job by clicking on the link under the Subject column. Use the link under the Email Count column to see the email addresses associated with a particular batch process.

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