Sending out your Datamaran survey
Sending your survey happens through the Outbound email option in the survey's settings. You can let Datamaran email each recipient automatically, or send the emails yourself from your own email account.
Why this matters
- Reach every recipient with a personalized email and their own survey link
- Choose the sending option that fits your company's email policies
How to send your survey
Option 1: Send emails automatically
- In the survey's settings, open Outbound email.
- Select Automatically send email to recipients.
- Edit the email details, such as the sender name and the email subject.
- Customize the email text. Use the labels listed next to Insert to add recipient details to the subject or body.
- Add your privacy policy link.
- Place the link label where you want the survey button to appear.
- Click Save.
- Click Activate. The emails send as soon as the survey is active.
Note: The privacy policy link is required. You can't save or send the survey without it.
Option 2: Send emails yourself
Use a mail merge to send personalized emails with each recipient's survey link from your own email account. To get the links, download the recipient list from the survey. See Managing your survey in Datamaran.
Step-by-step guides: