| Compatibility: | IdSurvey 6 | IdSurvey 7 |
| X | √ |
IdSurvey 7 offers the possibility to create email campaigns to send invitations to CAWI surveys and to reach with this tool a higher level of participation in a smart and quick way.
Same as for SMS campaigns, you can choose to create “Standard” email campaigns or “Smart” email campaigns, according to the requirements of each project.
The steps to follow in order to set an email campaign reflect the same logics of the SMS campaigns.
Always make sure that the contacts you want to reach have the field “email” populated with a valid email address.
Standard Email Campaigns
With “Standard” email campaigns you will be able to send invitations and reminders by selecting the contacts you want to reach and manually programming the mailing of the message.
Step 1
From the CAWI settings, go to the “Email Sender” section and select the campaign type Smart or Standard.
Step 2
Set the name of the campaign and choose the sender name.
Notes
- If the domain of the email address has not been verified yet, IdSurvey will suggest the verification procedure before moving to the next step.
- For safety reasons the sender will be displayed as “Sender Name – via idsurvey.com” To request the domain authentication we invite you to contact the support team.
Step 3
Insert the text of the email in the “Invitation” section. You will have to add the mandatory link to the questionnaire by clicking on the button “CAWI LINK”. The software will automatically create an authenticated and univocal link for each contact.
Notes
- You can customize the body of the email with logo and pictures.
- You can see a preview of the email and send a test email to multiple email addresses to check the message before scheduling the real campaign.
- To guarantee data integrity, the CAWI link button in the test email cannot be clicked.
- The test email sender will be noreply@idsurvey.com, regardless of the actual sender of the campaign.
- Even though we strongly advise against it, you can ignore the alert message and force the software to create campaign and send email without entering a univocal CAWI link. This action can be useful for anonymous surveys or to use the Email Sender for other kinds of surveys, even if they are not related to the questionnaire.
Step 4
Click in the symbol ‘+’ on top of the ‘Invitation’ section to set reminders. You can send up to 4 reminders for each campaign.
Program the mailing of the reminders by indicating the number of days that have passed since the first invitation was sent. The reminder will be sent after the amount of days that you entered.
Note
- You can set reminders (add them or edit the ones that were previously programmed but have not been sent yet) even while the campaign has started. You will have to temporarily pause the campaign by clicking on the settings menu and selecting the “Manage Reminders” option. Once the changes have been made, the campaign will resume according to the parameters that were previously set.
Step 5
Select the number of contacts to invite.
Notes
- You will not be able to edit this page for further reminders.
- The system will automatically send the reminder email to all the available contacts that do not have a final outcome (incomplete interview, refuse, etc.)
- By default, contacts engaged in previous email campaigns are automatically ignored by the system. To force the use of contacts belonging to other campaigns of the same survey, you need to activate the option “Use contacts from other campaigns”. Please note that in this case there may be inconsistencies in the campaign statistics.
- You can select a target by using specific parameters that you can choose by clicking on the “Select your target” button.
Step 6
Program the mailing from the “Recap” section. Set the date and time of the first mailing and start your campaign.
Notes
- Any alert of error will be reported on this section. You will be able to go back and edit the campaign before programming the actual mailing.
- You can edit the email campaign until the time of the first mailing. Once you start the campaign, you will not be able to make further changes but you can only manage reminders that have not been sent yet (see Step 4).
Smart Email Campaigns
If you want the software to automatically manage the sending of the email on its own, choose the option “Smart Email Campaign”.
The system will check the presence of contacts that reflect the parameters set on the campaign target on a regular basis.
Smart campaigns automatically select useful contacts to complete quotas and automatically stop when the number of completed interviews is reached.
The invitations to smart campaigns are sent to groups of contacts calculated according to the response rate, quotas and further parameters previously set.
To set a Smart campaign, follow the Steps 1, 2, 3 and 4 related to the Standard campaigns.
Step 5
Set the total number of interviews to complete, with regard to the entire survey. The number set on Smart campaigns includes the completed interview of the entire survey, not only the ones completed via the active email campaign.
Notes
- You will not be able to edit this page for further reminders.
- The system will automatically send the reminder email to all the available contacts that do not have a final outcome (incomplete interview, refuse, etc.)
- By default, contacts engaged in previous email campaigns are automatically ignored by the system. To force the use of contacts belonging to other campaigns of the same survey, you need to activate the option “Use contacts from other campaigns”. Please note that in this case there may be inconsistencies in the campaign statistics.
- You can select a target by using specific parameters that you can choose by clicking on the “Select your target” button.
Step 6
Besides the date and time of the start of the campaign, you can schedule the control frequency (daily or hourly).
Note
- When a smart campaign gets paused, the control time (daily or hourly) will be reset at the time in which the campaign will resume.