General

Email Groups

Email groups are a way for you to maintain groups of email addresses that can then be used to distribute surveys and polls. This makes it an ideal way to notify your users quickly and simply, with PollDaddy taking the strain of sending the emails.

You can manage your email groups by clicking on the emails menu link:

email groups link

You will be shown a list of email groups. You can add new groups by clicking on the new group link, edit and view existing groups by clicking the edit link, and delete a group by clicking delete.

list emails

Creating an Email Group

Click the new group link and enter the group name:

group name

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Edit an Email Group

Click the edit link next to an email group to be shown the current set of emails within that group:

existing

You can add an address by clicking the add address link. You can edit an existing address by clicking the edit link next to the address you want to edit. For either of these you will be taken to the same screen:

edit address

You can change the user’s first and lastname, as well the email address. The custom data field can be used to store any data you want, which can then be inserted into outgoing emails. For example, you may want to store a salutation, company name etc.

The group drop-down allows you to select which email group the address belongs to. This will be useful if you want to move an address between groups.

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Import/Export

You can export the addresses in an email group by clicking on the CSV icon:

export

You will be prompted to save the addresses on your computer. The format of the CSV file is as follows:

address,firstname,lastname,custom

Similarly, you can import a CSV file of the same format by clicking the browse button, selecting a CSV file on your local computer, and then clicking upload. All addresses will be loaded into the current group.

import

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Sending Surveys & Polls

You can send a poll or survey to members of your email groups using the embed/link option, available from the list surveys or list polls screen:

embed link

When this is clicked you will be presented with a series of embedding methods. One of these is the email method:

methods

Selecting this will display a list of email groups to send the poll or survey too, the email text, and a send email button.

Email Method

You can select as many email groups as you wish. If a user exists in multiple groups they will only be sent one email. Each email sent will reduce your monthly allowance by one.

You can customise the email text as appropriate for your poll or survey. Note that you can insert several shortcodes that will be replaced by data from the user or from the poll or survey. For example, the [name] shortcode will be replaced by the fullname of each user as the email is sent.

Your email text must contain one of the following shortcodes or it will not be sent.
[link]
[poll]
[survey]

Each email will contain a link to the subscriptions page.

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Monthly Allowances

Anyone can add and manage addresses in email groups. However, only Pro or Pro2 users can send polls and surveys to these email groups. The email allowances are as follows:

Pro 10,000
Pro2 50,000

Your allowance will automatically reset at the start of each month. Unused emails cannot be carried forward to other months. If you need to send more emails than you have allowances for you can contact PollDaddy support to arrange custom allowances.

You can view your allowance from your Profile > Account Settings page:

remaining