Thanks to the mixed mode, IdSurvey allows telephone agents to send an email from the CATI interface containing a link to respond to the survey via web (CAWI methodology).

By setting up the email within the administration interface, the telephone interviewer will find the “Send Email” option on the “Pause” button.
By clicking this button, the agent can either confirm or enter the email address to which they want to send the link. The field is automatically populated by the software with the content of the “Email” field in the database, if available.

Note: If the agent modifies or adds an email address, the value will also be overwritten in the database.

If the “Send Email” function of the CATI is used, the “Email Sent” option is added in CATI Settings -> Call Settings. This option allows you to decide how many days to wait before recalling the contact in case they haven’t responded to the survey via CAWI.

Setting up the email for CATI

To enable CATI agents to send an email with the survey link, you need to fill out the “Email CAWI invitation (set an outcome to the call)” box in the CATI Settings page.

In the “Email Sender” field, you can enter any email address.
In the “Subject” field, you can enter the email’s subject.
In the “Body” field, you can customize the email’s text. You can personalize the email’s body by adding a logo and images. You’ll need to insert the survey link by clicking the “CAWI LINK” button. The software will automatically generate a unique authenticated link for each contact.