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 a 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 asking people to take your survey, your recipients are automatically added to your survey's consolidated 'Recipient List.' This enables you to easily send a single follow up email to all of the people you asked to take your survey even if you sent different versions of an email or eCard for that survey.

  • Go to Surveys > Manage Surveys and from the options menu select 'Recipient List'
  • 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 and Sent Emails bin have a 'follow up created' date as well as auto generated comments that include the survey name and who the email was sent to. Click the view icon pageview to go to the 'Responses List' for that survey.
  • "Follow up" emails take a 'snapshot' of the 'Address List' at the time you create the email. Follow up emails do not update the 'Address List' right before sending. Also note for 'recipients who did not view the email': CorpNote only records a 'view' based on whether your recipient's email inbox images are set to display, or your recipients click to view an email or the response form in a browser.
  • To view all surveys you have sent, click "Search and Sort" and select "Surveys" from the "Show" drop down menu
  • If a person on your Recipient List or Responses 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 Recipient 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 and insert a button or link in your email for your new survey
    • When you assign a new survey to the email, it will no longer be a "follow up," it will be a NEW email assigned to the new survey
  • Send or schedule your email and the recipients will be added to your new survey's Recipient List

thumb_up Important Notes

  • 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

Next Tutorial: View Related Emails double_arrow

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