When you send your GetFeedback survey using Send to a List, your recipients will receive a survey by email. When the recipient clicks on the Call to Action or survey question embedded in the email, the rest of the survey will open in their web browser.
To locate the Send to a List email tool, navigate to Distribute > Email > Send to a List within the survey builder to begin creating your email and adding recipients.
Build your automation in the Live version of your survey. When you publish your survey, any Draft settings will be erased and can’t be recovered. Your Draft settings won't be published to the Live email.
Your first step will be to choose your Email Call to Action. Set up a button to begin your survey, or embed a survey question in your email. You can only embed certain question types within an email, and you'll see which types are available within the Email Call To Action list.
Select Button to Begin Survey to add a customizable button in your survey email. When recipients click Get Started, the survey will open in their web browser, and their survey session will begin.
The Call To Action menu will only display supported question types. Select which question you'd like to include in the body of your email. The colors within the email will match the colors you’ve selected in your survey theme.
If you choose to embed a question in your email, the flow of the survey will be a bit different. If your survey has more than one question, the respondent will choose their response option in the email, which will open the rest of the survey in their web browser.
To make the survey flow more smoothly, remove the survey title page by clicking the X in the top right corner of the Title Page survey tile.
The sender email address is what recipients will see in the From field of your email invitations. The default From address in the email builder (ie - email@example.com) is an authenticated address and should have good email deliverability. This means that your survey emails should be delivered to your recipients without issue.
Some domains are authenticated with a DMARC record. This is to prevent third-party services (such as GetFeedback) from sending as that domain on your behalf. DMARC prevents spammers from abusing your domain. If your domain has this type of record attached to it, you won't be able to use your domain name as a From address. DMARC policies are set up by your own IT team and we can’t override them.
If your domain does not have a DMARC record attached to it, you can use your own email address in the From field. Learn more about requesting a custom email domain
To include additional language, like legal disclosures, in your email. You can add these details in the footer of your survey invitation as a hyperlink. Access this customization by clicking the button above unsubscribe at the bottom of the email template.
Add custom footer content in this menu like links to your terms & conditions, account agreement or legal disclosures. Customize the mailing address on your email template for all your surveys by navigating to Account Settings > Whitelabeling.
Add your recipients by clicking on the Create List field on the left side of your screen and typing them in. If you have a Salesforce integration - send the survey emails to a list built with a Salesforce report.
Add each recipient on a new line, including any information you might want to track, or use to personalize your email. This merge field information helps you personalize your emails and track responses when they start rolling in.
If you don’t have information for a recipient, just leave a blank between the commas where the information would go. When you've added all your email recipients and merge fields press Save.
Next, we'll ask what kind of data you’ve added, and what we should call it. Through this process, you’re naming the merge field values you’ve provided in your sending list. When you name your merge fields, don’t use any special characters like ', $, #, @, or *.
Select Next to finish adding your recipients and merge fields to your email.
You’ve just added information about your recipients, which we call merge fields, and can now personalize your email using this info. Personalize the subject line, button, or content for each campaign you send. We have a few standard merge field names:
[firstname] (Note: We’ll automatically pull anything before the first space to be used as the first name)
[lastname] (Note: We’ll automatically pull anything after the first space to be used as the last name)
You can also create custom merge fields, to set up any other other fields like account name or age.
To personalize your email, click on either the subject line, header, body, or button in your email template. Click the blue Personalize button to select which merge field you’d like to add from the pop-up.
If you have someone on your list with incomplete information, like first or last name, you can use fallback terms as placeholders. When the email is sent, we’ll substitute fallback terms in for empty merge fields.
When the email is sent, recipients with a blank value for fullname or firstname will have customer substituted in as the fallback.
Fallbacks only work in the email subject and body. If you have personalization within the body of your survey and those fields are blank, they will remain blank.
Merge fields are helpful to track survey responses in another application like Salesforce.
When you upload your sending list to GetFeedback, include information about each recipient as a merge field like first and last name, service area or support case number. You can use this information to personalize your email, and we’ll add it to your survey URL. When participants click on your survey link, we’ll pull in the merge field information to your survey response table. This helps you attribute your responses to your known contacts.
If you need to end your survey at a certain time, click Schedule an end date on the footer of the email builder. Pick a date from the calendar popup.
Your survey will turn off on the date you select. After the end date, no additional survey responses will be collected.
To keep your survey anonymous, you'll want to disable email tracking on the footer of the email builder before you send the email.
When you're ready, click the Send Preview or Send button on the footer of the email builder to send the survey email. The survey preview will be sent to the email address we have on file for the GetFeedback account.
When your email is sent, you’ll be redirected to a page where you can see your responses come in or choose to send another email. View survey responses by navigating to View Results > Responses, or view your distribution statistics by navigating to View Results > Distribution, to see how your emails are being delivered.