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How can I have SurveyMonkey email my survey?

When selecting the Collector type, please create an Email Invitation Collector

oneTo get started, click the Collect icon from your My Surveys page to open the Collectors page. Then select: Upload your own emails and have us send a survey invitation.

two

 

Image of Email Invitation Collector Choice

When you select this Collector option, you are then prompted to [add recipients to list] and to [create email message], just click the buttons to complete the tasks.

Click to go to: Email Invitation Collector in action!

three  Add Recipients to List

Note: You must agree to SurveyMonkey terms of use and to abide by SurveyMonkey's anti-spam agreement.

add recipients.gif

Email Invitation Steps Outlined

  1. Click the Collect icon to open the Collectors page and select [Add New Collector >>]
  2. Select 'Upload your own emails and have us send a survey invitation' and click next step
  3. Import Contacts
  4. Select Recipients for message
  5. Compose message
  6. Send message

Note: The link provided in an email message that is sent via the Email Invitation Collector always opens the same survey. This includes resending the message using the same Collector. When using the SurveyMonkey email link, the link cannot be forwarded to someone else to record a new or second response. In addition, you cannot use this type of Collector to send the message to a distribution list represented by a single email address. If you need to send the message to a distribution list, each respondent must be entered individually into our system or you will need to create a Web Link Collector.

* The Collector Settings must be configured to add a redirect page to your survey and/or allow respondents to make edits after completing the survey.

Question: How do I add emails to the email list?

Click the [add recipients to list] button to open the Add Emails to List page.

  Add Recipients page

The Add Recipients page provides three Options for adding emails to your list.

  1. You may Add Emails from the Address Book. (To use the Address Book, first create the list in the Address Book for your account.)
  2. You may Add Emails Manually. When adding emails manually, it is important to note the correct field order.
  3. You may Add Recipients from a Previously Created Collector. To use this option, an email list must first have been created in a different Collector.
We outline each of these options here:

one  Add from your Address Book

The first option, Add Emails from the Address Book allows you to choose from saved email lists in your address book. The address book does not show the respondent status.

Please note: your address books and Collectors are not directly connected. Importing addresses into your Address Book does not import contacts into your Collectors just as importing email addresses into your Collector will not add the contacts to your Address Book. Further, the response status does not update in your address book. For more information on Address Books

two  Add Emails Manually

To add emails to your list manually, enter each recipient on a single line. After you have added your recipients, click [Add Recipients >>] to save list. *When adding emails, it is important to note the correct field order. You may add 10,000 respondents to a single list. There is a limit of 25,000 emails sent per day.

Go to: To import from Outlook  Go to: Click to view a quick video about uploading large email lists!

E_Add Recipients Choice.gif

What is the Field Order? 

 Field Order: Email address, First Name, Last Name, Custom Data

If you just need the email addresses in your list, simply enter each email address on a separate line. We provide the additional fields for optional tracking purposes; they are not necessary for the system to send the invitation and track the respondent status. 

information.gif  It is important to enter the respondent information in the correct order and format. Otherwise, the list will not import properly. For example, if you wish to exclude any fields, insert the coma after the blank space. It is not possible to add additional fields for the email lists.

  • For example, to omit the Last Name field, format the contact as shown:
  • Email, First Name, ,Custom Data

After entering your contacts, click [Add Recipients]. Once you have added recipients to your list, a confirmation message gives you the number of contacts you have added: Successfully added x# email addresses. The list now has x# emails.

Can I add additional tracking fields? 

It is not possible to add additional tracking fields. Multiple words can be used in a single custom valued field. The system recognizes comas as different fields, however, different punctuation or spaces can be used between words. Therefore, you could use the First Name filed for the first and last name, etc. However, if you use a comma, multiple words will be placed in the different fields or omitted from the list. The system recognizes three columns, fields, or commas only.

How do I know if the emails were added to my list? 

After uploading your email addresses, you receive a confirmation message with the number of email addresses added to your list. 

Example Confirmation Description:

 Example textbox display of invalid emails:

Example Confirmation

 

Example of textbox display

 Why Did My Emails Fail?   Permitted Email Address Characters:
  1. Opted-out previously
  2. Address already exists in list
  3. Invalid as shown in next column
(The opt-out email addresses are not displayed for the security of the respondents' privacy.)		 
  • Letters (A-Z) and (a-z)
  • Hypens (-)
  • Underscores (_)
  • Numbers (0-9)
  • Decimal or period (.)
  • One apostrophe (')

three  Add Recipients from a Previously Created Collector

To add recipients from a Collector you have already created, select the Collector from the drop-down list - Previously Created Collector.

Please note: you must have another Collector List.

We outline sending your message in the next tutorial, but these are the basic steps.

Click for larger image

 How do I send the email message?

 show  See these steps about sending your message (You must create a message first.) 

  1. Click [Create Email Message] to create your email message.
  2. This opens the Choose Recipients page for you to select who the message will be sent to.

How to Create your Message

After you have selected the recipients that you will send the message to, select [Save Selection & Continue] to save respondent selection and compose the message. 

Once you have created your message, the Message Summary page opens. Click the [Schedule Delivery] button to send your message, top right of the message summary.

Click Next Step to see the steps of composing your message.

Common Questions Common Question

Question
I cannot get my email invite delivered to the following individual in my address book. It looks like the address book is not getting updated when in the collector.
Support Answer

Please add new respondents to the actual Collector list. The Address book and Collector lists are not linked - updating your address book does not update your Collector list. To Add Additional Emails to your Collector list, click Edit Recipients.

The response status for each survey is stored within the Collect List. To see the status of your email list, please click the Collect icon for the survey and then click the Collector title to open it. Next, click Edit Recipients to see the current status. For additional information, please click here.