Survey Process

What do I do on the Attach Recipient List step of the Survey Wizard?
If you are sending your survey or poll via email, the Attach Recipient List tab is where you select what email list or lists will receive the survey or poll...
Fri, Oct 28, 2022 at 1:27 PM
How do I select a recipient list to receive my survey or poll?
Once you are on the Attach Recipient List step, select an email list in the list column on the left of the page. The recipients for that list will appear on...
Fri, Oct 28, 2022 at 1:48 PM
Do I have to setup a Recipient List before I create the survey?
It is convenient if you have an email list already established before you reach this step in the survey/forms wizard. However, it is not required. The Attac...
Fri, Oct 28, 2022 at 1:52 PM
What do I do on the Welcome Message step of the Survey Wizard?
The Welcome Message tab only appears if you have elected to distribute the survey or poll via an email on the Survey/Form Settings Tab. This step allows you...
Fri, Oct 28, 2022 at 2:50 PM
Why don't I see the Welcome Message tab?
The welcome message tab is only visible when the Distribute via email campaign toggle is set to YES on the Survey/Form Settings tab. The Welcome Message is ...
Fri, Oct 28, 2022 at 4:18 PM
How do I edit my Welcome Message?
When you arrive at the Welcome Message step, a sample welcome message will appear. This is what recipients will see when they open your email. To edit the w...
Fri, Oct 28, 2022 at 4:21 PM
Can I personalize my welcome message with mail merge fields?
Yes. The merge fields that are available to use will depend on how your email list was created. For example, if your list was created from the events grid, ...
Fri, Oct 28, 2022 at 4:25 PM
How do I preview my welcome message?
You welcome message tab will include a preview of your message. If you would like to edit, click the blue Edit button to open the email editor. In the email...
Fri, Oct 28, 2022 at 4:27 PM
How do I save my welcome message?
Once you are satisfied with your welcome message, click the green Confirm button the save the message and proceed to the next step.
Fri, Oct 28, 2022 at 4:29 PM
What do I do on the Questions step of the Survey Wizard?
The Questions step is where you add and edit the questions that will appear on your survey or poll.
Fri, Oct 28, 2022 at 4:31 PM