Set up Contact Lists and Emails

When distributing your survey, contact lists can help you send your survey to a specific set of respondents, gather participant information, track the responses received, and remind those who have not yet responded.

1. Setup your contact list by visiting Distributions and select Email. Choose Compose Email to setup your mailing.

2. In the email composition page, click Select Contacts from the To: field. Click + New Contact List to setup your distribution list.

Setup new contact list

3. Provide a name for your contact list in the Name field. Enter the contact information for the individuals you are sending your survey to within the grid lines. Click the Create button to save the contact list.

4. When you have created the Contact List, select it from your library if it is not already selected in the To: field. You can choose to email an individual or the entire list.

Select send to

5. When you have selected whom to send the message to, you can choose when to send it in the When: field.

6. Enter a subject for the email in the Subject field and type the body of the email in the Message: field. Do not replace the text that directs individuals to the survey that is already entered in the message field.

7. You can send yourself a preview email by clicking Send Preview Email.

8. Click Send to send or schedule your message.