To send a survey created in the Datamaran survey module, within the Settings menu in the survey, select “Outbound email”.
You will find two available options:
1. “Automatically send email to recipients”: this option sends the survey automatically from our platform.
- You can tailor the information that will appear on the email, such as “Sent by” or the email title.
- You can also customize the email text by adding the available labels that appear next to the “Insert” title, wherever you prefer within the email body. Those labels will allow you to personalize each email with the recipient's information.
- Please note that your privacy policy link is mandatory, you won't be able to save and/or send your survey if you don't add it
- Remember to add the link label where you want the button to appear.
- Once you have made the changes, save the survey.
- The emails will be sent automatically once you Activate the survey.
2. “Manually send emails to recipients”: this option allows you to use a mail merge feature that will enable you to send a personalized email with the link to the surveys from your own email.
Our team has created a step-by-step guide to sending your surveys using the mail merge feature.
Here you can find the video tutorial on how to send your surveys via Outlook.
Here you can find the step-by-step tutorial on how to send your surveys via Outlook.
Here you can find the video tutorial on how to send your surveys via Gmail.
Here you can find the step-by-step tutorial on how to send your surveys via Gmail.
If you experience any problems, please contact us at ask@datamaran.com and we will be happy to support you in this process.