Creating a New Email

You can create any number of emails, with different selection criteria, options and content, and set them up separately to be sent at different times and dates.

1. On the Email Management page, click Create new email.

The email editing page opens.



Note: When setting up emails, if the survey is currently closed (go to Changing the Survey Status for more information), or if the survey is not set to Restricted (go to Launch Details for more information), then a warning message is presented at the top of the page.

2. Type the desired name for the email into the Email name field. Default will be Invitation 1.
3. Open the tabs (if required - they will normally be open by default) and type the appropriate details into the various fields, and if the survey is multilingual select the default language.

Note that the From... and Reply to... fields cannot be empty.

The number of respondents that the email is being sent to is indicated by the Selected respondents tab. The count displayed is calculated for that specific moment in time, but depending on when the task is scheduled to run or depending on any changes that may be made to the underlying data, the number of emails sent may differ. This count does not include any respondents that will be removed based on Hub contact frequency rules.

Note: If you don't add/select some required details, an error message will be presented.

Important
To avoid your emails being blocked as spam, the From address must match the sender domain (go to Avoiding Being Labeled as SPAM for more information).


4. Under Email options and content, for each language the email is to be sent in, type or copy/paste the subject and the email body text.
5. Under Scheduling, select when you want the email to be sent.