Email Surveys
Automatic post-order survey emails: triggers, delays, audience, and testing.
Overview
With the Email channel, customers receive an email with a button that opens your survey. You choose when the email is sent, and you can customize its text and design
Step 1 — Turn on the channel
Open your survey and click the Channels tab
Turn on Email and click the arrow next to it to open its settings
Step 2 — Choose when the email is sent
Setting | What it does |
|---|---|
Trigger settings | When to send the email - for example, Send 1 Hours After Order Fulfilled. |
User targeting | Tick Customer to send the email only to certain customers - for example new customers, returning customers, or customers with a certain tag. See Targeting Rules. |
Block duplicate email send in | Prevents the same customer from getting the survey email again within the time you set, for example 1 hour. Useful when a customer places several orders in a short time. |
Tip: For product feedback, send the email a few days after the order is fulfilled, so customers have time to use the product.
Step 3 — Customize and test
In the settings panel on the right (Post-purchase email):
Content - edit the Subject, the email content and the Text button, for example Start your survey.
Color theme, Header logo, Background page, Widget, Button and Side logo - change the look of the email to match your brand.
The preview in the center shows the email as customers will see it.
Step 4 - Send a test email and save
Scroll to Send test email at the bottom of the settings panel.
Enter your email address and click the send icon.
Check the email in your inbox, then click Save.
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