Tutorials - Survey Manager


Survey Distribution

CorpNote offers two different ways to distribute your survey. You can either include a link to your survey response form in an eCard or you can post a direct link to the survey response form on your social media, website, blog, or own email program. Both of these methods are covered in the tutorial below.

Survey Distribution by eCard

  • Create an eCard
    • Create your eCard as usual and then in the drop-down menu under "Include Survey" select the survey you wish to distribute
You can distribute your survey by eCard or link directly to the survey response form.
  • Send your eCard
    • Once you send the eCard, your recipients will now be able to click on a link to respond to your survey
    • All of the people you send the survey to, regardless of how many eCards you send, will be automatically be added to your consolidated Survey Recipient List
  • Tips
    • So you can see your recipient's experience, we recommend that you create an eCard with a survey, send it to yourself and then adjust as needed
    • When you are ready to send the eCard to your recipients, go to your 'Sent Cards', find your survey eCard and either copy it or make it into an eCard template
    • You now have an exact duplicate of your survey eCard that you can send to your contacts
    • Check out the related tutorial: Saving eCard Templates
Here is an example of an eCard with a link to the online survey response form.

Survey Distribution by Linking Directly to the Response Form

The advantage to using CorpNote to send your surveys is your recipient list will automatically be compiled for you and you will see who views your eCards, but sometimes you don't have a specific audience for your survey. Follow this tutorial for Linking Directly to your Survey Response Form from your own email program, website, blog, or social media.

Next Tutorial > Recipient List

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

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