Do you have the survey access set to "Only email addresses from list"? Then you can set up an automatic email.
Set up automatic email
- In the menu go to "Participants" and "Import". Import a CSV file here that contains at least the respondent's email address and a date. Refill in the date column, enter the date on which you want to send the email.
- In the menu go to "Survey" and "Survey". Enter the e-mail address at "Login 1" in and at "Login 2" the date.
- Create an email. Also select the date column when sending the e-mail and check the date format. For example, you can choose DD-MM-YYYY or MM-DD-YYYY.
The invitation to the survey is automatically sent as the respondent is newly loaded. You can also use a reminder email Set up. If the respondent does not have the survey after a certain period of time completed (drop-outs and completes) he automatically receives an e-mail.
Send automatic invitation multiple times
Do you want to allow respondents to participate in a survey multiple times? For instance during an NPS measurement or an ongoing survey after customer contact?
You can then have respondents with the same email address participate multiple times, as long as the shipping date differs. The user becomes unique in this way. Each time new data enrichment is uploaded, the respondent can do it again Participate.
It is also useful to use different shipping dates if you want e-mails spread over several batches. For example, do you want 5000 respondents to invite? Then you can send the invitations over several days spread by using different shipping dates.
How do you automatically load the respondents?
Do you no longer want to manually import respondents to invite them to the research? You can add new respondents to in Survey. For an API link, please contact info@crowdtech.com .
Do you want to turn off the automatic invitation?
Then uncheck the box 'Automatic mailing'.