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Email campaigns allow you to send your surveys directly to respondents through email.
Email distribution is one of the most effective ways to collect survey responses. Studies show that over 70% of surveys are distributed through email, making it one of the most reliable channels for reaching respondents and improving response rates.
With email campaigns, you can select a survey, choose your recipients, and send personalized survey invitations directly to your contacts.
Go to your Survey Dashboard. Click Campaigns in the top menu section.
This will open the Campaigns Dashboard, where all your email campaigns are managed.
Click Create Campaign on the Campaigns dashboard
This opens the Create Campaign page where all campaigns are located.
There are four important sections that must be completed when creating a campaign. The first section is Campaign Details.
The Campaign Details section is the first stage and contains the main information for your email campaign.
Here you must enter the following information:
Click the Select a Survey dropdown.
Choose the survey you want to send through the email campaign.
In the Campaign Name field, enter a name for the campaign.
Each campaign should have its own name so it can be easily identified later.
For example:
Customer Feedback Campaign
Product Survey – April 2026
Employee Satisfaction Survey
Next, fill in the Email Subject field.
This is the subject line recipients will see in their inbox. A clear and engaging subject can help improve response rates.
Example:
“Quick Survey – Your Feedback Matters”
Enter the following details:
Sender Name – The name recipients will see as the sender
Sender Email – The email address used to send the campaign
This helps recipients recognize who the survey is coming from.
After completing the required fields, click Next.
You will now be taken to the Recipients section.
This is where you select the contacts who will receive your survey email.
This stage contains two sections:
Individual Contacts (left side)
Contact Groups (right side)
To send the survey to specific contacts:
Check the box next to each contact you want to include.
To send the survey to an entire group:
Check the box next to the contact group you want to include.
This allows you to send the survey to multiple contacts at once.
As you select contacts or groups, the total number of recipients will update at the bottom of the page.
This number shows how many people will receive your survey.
Once you have selected all recipients, click Next at the bottom of the page.
After selecting your recipients, the next step in the campaign creation process is configuring your email template, followed by scheduling and reviewing your campaign.
After selecting your recipients, the next step in the campaign creation process is configuring your email template, this is the third stage of the campaign creation process.
In this section, you customize the email message that will be sent to your respondents, design the appearance of your email, and adjust the message that recipients will see.
At the top of the template section, you will find the Company Logo field.
You can paste the URL of your company logo here.
Once added, the logo will appear in your survey email, helping reinforce your brand identity.
This step is optional but recommended if you want your email to appear more professional.
Next, choose the Template Type you want to use.
There are two available options:
Direct Link
Embedded Survey
Each template type provides a different way for respondents to interact with your survey.
The Direct Link template sends an email containing a button or link that directs respondents to the survey page.
When recipients click the link, they are redirected to the survey where they can complete it.
This is the most common and widely used survey email format.
Under the Direct Link option, you can choose from three template styles:
Simple
Professional
Minimal
Select the template that best fits your communication style.
After selecting a template, an editor section will appear below.
In the editor section, you can modify the email message.
This is where you customize the text that respondents will read when they receive your survey invitation.
You can adjust:
The email message
The invitation text
Call-to-action instructions
You can also insert template variables.
Template variables automatically pull information from your contact list.
For example, you might include:
The respondent’s first name
The survey link
Other contact details
This helps personalize your emails and improve engagement.
Below the editor, you will see the Email Preview section.
This preview shows exactly how your email will appear to respondents.
Any changes you make in the editor will immediately appear in the preview.
Use this section to review your email before sending it.
Once you are satisfied with the template, click Next.
The second template option is the Embedded Survey.
This option allows respondents to answer the first question of your survey directly inside the email.
Instead of clicking a link immediately, recipients can respond to a question directly from their inbox.
After answering the question and clicking Submit, they are redirected to the survey to complete the remaining questions.
This approach can increase engagement by allowing respondents to start the survey immediately.
When using the embedded survey option, you can embed only certain question types:
Single Choice Questions
NPS (Net Promoter Score) Questions
The available questions from your survey will appear in the selection list.
Choose the question you want to embed in the email.
Similar to the Direct Link template, you can:
Edit the email text
Insert template variables
Review the email preview
Once you finish customizing your email template, click Next.
This is the final step in the campaign creation process.
In this section, you can schedule when the email campaign should be sent and review all campaign details before launching it.
First, choose your Time Zone.
Click the Time Zone dropdown and select the time zone that applies to your campaign.
This ensures the email campaign is sent at the correct time.
There are three options available:
Send Immediately
The campaign will be sent to all selected recipients as soon as the campaign is created.
Send Later
This option allows you to schedule the campaign to be sent at a specific date and time.
Save as Draft
This saves the campaign without sending it. You can return later to edit or launch it.
Select the option that best fits your needs.
Reminder emails can help increase response rates by notifying respondents who have not yet completed the survey.
To enable reminders:
Toggle Reminder Settings on.
Then specify how many days after the initial email the reminder should be sent.
You can also add additional reminders.
To add another reminder, click Add Another Reminder.
To remove a reminder, click the Delete button next to that reminder.
At the bottom of the page, you will see the Campaign Summary.
This section displays an overview of your campaign details, including:
Campaign name
Sender email address
Email subject
Campaign schedule
Number of recipients
Review this information carefully to ensure everything is correct.
If adjustments are needed, you can go back and edit the campaign settings.
Once everything has been reviewed and confirmed, click Create Campaign.
Your email campaign will now be created.
You will be redirected to the Campaign Dashboard, where you can view your campaign details.
Here you can monitor information such as:
Campaign status
Number of recipients
Number of emails sent
Recipients who have received the campaign
This dashboard allows you to track and manage your email campaigns effectively.
