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Survey Manager keyboard_arrow_right Follow Up Emails


This tutorial covers how to send follow up emails such as reminders to take a survey and to thank people after they complete your survey. You can also send a new survey from an existing survey's recipient list or response list.

How to Send a Follow Up Email from the Survey Recipient List

Each time you send an email invitation for people to take your survey, your recipients are automatically added to your survey's consolidated recipient list. This enables you to easily send a follow up email to all of the people you invited to take your survey.

  • Go to Surveys > Manage Surveys and from the options menu select 'Recipient List' or 'Send Reminder'
  • In the Recipients Summary area, next to "Send an Email" select one of the following from the options menu
    • all people on this list
    • people who did not view the email
    • people who did not respond
  • Click the button for the type of email you want to send. This will create an email pre-addressed to the intended recipients.
  • Compose your email message and click "Preview/Save" to view your email
  • After previewing, click the "Address/Send" button and you will see your chosen recipients in the address list (e.g. 'people who did not respond')
    • You can refine this list by unchecking the box next to recipients that you do not want to include in the email
    • If you de-select recipients, click the "save changes" button, which will refresh the send list.
  • Click "Send Now" or schedule the email to be sent on a future date

How to Send a Follow Up Email from the Response List

  • Go to Surveys > Manage Surveys and from the options menu select 'View Responses' or click the 'Responses' button. These options only appear if you have responses.
  • In the Response Summary area, next to "Send an Email," select 'all respondents' from the options menu
  • Click the button for the type of email you want to send. This will create an email pre-addressed to the intended recipients.
  • Compose your email message and click "Preview/Save" to view your email
  • After previewing, click the "Address/Send" button and you will see your chosen recipients in the address list
    • You can refine this list by unchecking the box next to recipients that you do not want to include in the email
    • If you de-select recipients, click the "save changes" button, which will refresh the send list
  • Click "Send Now" or schedule the email to be sent on a future date

thumb_up Important Notes

  • If your survey is set to 'anonymous' responses, you will not be able to send a follow up email
  • "Follow up" emails in your Saved or Sent Emails bin have a 'follow up created' date as well as auto generated comments so you know the day you created the follow up, when it was sent and to whom
  • You can "Search and Sort" to show just follow up emails by selecting "Follow Up Emails" from the "Show" drop down menu
  • If a person on your recipient list has unsubscribed after you initially sent the email to them, then you will not be able to send a follow up email to them

thumb_up Tip

  • Send a follow up thank you email to people who took your survey
  • Send an email with a summary of survey results to your original survey recipient list or to just the people that responded to the survey
  • Post a direct link to the browser version of either of the above emails (as shown in prior tutorials)

How to Copy the Recipients or Respondents of a Prior Survey to a New Survey

If you want invite the same people to take a new survey, you can use the Invitation List or Response List follow-up feature. This will generate a new pre-addressed email and you can add your new survey to that email.

  • Create your new survey (as shown in prior tutorials) and then go to Surveys > Manage Surveys
  • From the options menu next to your prior survey, select 'Recipient List' or 'View Responses'
  • To create the new pre-addressed email, follow the instructions in the last tutorial above by selecting the email list you want and what type of email you want to send
  • Compose your new email (as shown in prior tutorials) and insert a button or link in your email that links to your new survey
  • Send or schedule your email

thumb_up Important Notes

  • Your email containing your new survey will be in your Saved or Sent Emails bin with the 'follow up created' date as well as auto generated comments that include the prior survey name. You will need to edit the comments to help you better identify this survey.
  • If a survey is set to 'anonymous' responses, you will not have the option to send an email because the survey response form does not collect email addresses for anonymous surveys

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