Tutorials - Survey Manager


Direct Link to a Survey

The advantage of using CorpNote to send your surveys is your list of recipients will automatically be created for you and you will see who views your eCards with the link to the survey and whether they responded. But sometimes you don't have a specific list of contacts you want to take your survey. This tutorial details how to link directly to a survey eCard or the survey response form from your own email program, website, blog, or social media.

Direct Link to your Survey eCard

  1. After you have created your survey, send an eCard with a survey to yourself and check it to make sure it meets your approval
  2. Then go to eCards > Sent Cards in the navigation
  3. Find the survey eCard that you liked and want to link to and click its 'Copy Link' button
  4. The link is now in your copy buffer and the screen will say "Text copied to the clipboard"
  5. You can now paste this link into an email, your website, blog or social media.

Direct Link to the Survey Response Form

  1. Go to Surveys > Manage Surveys in the navigation
  2. Find the survey you want to link to and click it's 'Direct Link' button
  3. The link to the survey response form is now in your copy buffer and the screen will say "Text copied to the clipboard"
  4. You can now paste this link into an email, your website, blog or social media.

Important Notes

  • If you are linking directly to an eCard with a survey, you will not have as much detail as to who is picking up your eCard. You will still see how many times it was viewed but each view will be marked as 'anonymous'.
  • In your 'Sent eCards' bin, you can add comments to each survey eCard you create which will help you remember how you distributed the link to your survey.
  • You will not be able to use the 'Recipient List' feature with this method.

Next Tutorial > Survey Tips

If you need additional help, please refer to our Online Help Center or complete our Priority Email Support Form.

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