How do I send out my poll, survey, or quiz via email?

To be able to send out polls, surveys, and quizzes via email, you need to create an email group and customize the email text before you send it out.

Creating an email group

Here’s how to create an email group you can use to send email invitations to complete surveys, quizzes, and polls.

From your dashboard, click on Email Groups:

Email Groups

Click on Add a New Email Group:

Give your email group a name:

If you’ve only got a few people to send to, you can enter them by hand. Just type in their email address, first name, last name, and then click on the Add Member button to see new members appear on your list:

Bulk email upload via CSV import

If you have many people on your mailing list, you can import them via CSV file. Note that the order of the columns in the CSV file must be: Email Address, First Name, Last Name, Custom Data.

To upload your file, click on the Import from CSV button on the top right hand corner of the Email Groups page:

Next, select Choose File:

Navigate to the CSV file within your computer and select it. Once it’s selected you’ll see the name of your file next to the Choose File button:

Next, select the blue Upload button on the right hand side of the dashboard:

You’ll see the members of you list appear on the bottom of the screen:

You can click on the Edit button on the member’s row to change their information or the Delete button to remove them from the list.

To finalize your mailing list, click on the blue, Save Group button at the bottom of the screen.

You’ll be returned to your list of Email Groups. You’ll see your new group at the top of the list. Click on the Edit button to make changes. Click on Delete to remove the mailing list from your Email Groups:

Sending out a poll, survey, or quiz to an email group

Now let’s walk through how to send out your survey, quiz, or poll to your email group. In this instance, we’re going to use a sample survey. From the dashboard, however over the title of the content and click on Collect Responses:

Collect Responses

From the options on the top, choose Email. Select the email group you’ve created. Be sure to customize the invitation:

Email Group

Customizing the email with shortcodes

We’ve got some special shortcodes you can use to customize the text of the email to include the participant’s first name, as an example. Just insert them as you see them on the list below to personalize your invitation email. For example:

  • [survey] – Inserts the survey directly into the email (note that Outlook 2007 users will only see a link to the survey)
  • [firstname] – Inserts the recipient’s first name, as set in the email group
  • [lastname] – Inserts the recipient’s last name, as set in the email group
  • [link] – Inserts the survey link
  • [custom] – Custom data associated with the target

When you’re ready click on the Send Email link. Boom! Now your quiz, survey, or poll is released into the wild.

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