Managing Your Survey Recipient List
Each time you send an eCard with a survey attached, your recipients are automatically added to your recipient list. In the navigation, go to Surveys > Manage Surveys. In the options menu next to your selected survey, choose "Recipient List". (see example)
Managing Your Recipient List
This is your survey 'mailing' list which contains information on each person you invited such as when you sent the survey, the last time you sent a reminder, whether the person picked up your eCard and whether they responded to your survey. Even if you send multiple eCards for a survey, this consolidated recipient list enables you to easily further correspond with all of the people you asked to respond.
Surveys Recipients Summary
- Track your responses by viewing in real-time how many people picked up the eCard with the survey and how many responded.
- Easily send a follow up eCard to all of the people on your recipient list, just the people that did not pick up the eCard or just the people that did not respond. (see example)
The follow-up eCard will be easily identifiable in your Saved and Sent eCards bin. CorpNote also records the details of the follow-up eCard for you so you know the day you created the follow-up, when it was sent and to whom.(see example)
- Filter your results by clicking the "Filter" text next to the Recipients Summary. This enables you to sort your results as well as create an MS Excel compatible file. (see example)
- Click on the response icon to quickly see how many responses were gathered from this recipient. (see example)
- Click the view icon to see when you sent the survey and when you last sent a reminder. (see example)
- Click the edit icon to edit the first and last name of each entry. This is helpful if you sent a survey to someone not in your address book and you want to better identify them in your list. (see example)
This is also the best way respond for someone on your recipient list. We recommend that you do so from this screen by clicking the button for "Add a Response". The recipient will be recorded as having received and responded to the survey. This ensures the person is not included on future "follow up" eCards for people who did not respond.
Next Tutorial > Manage Responses
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