One-off surveys give you the option to send or schedule, you guessed it, one-off emails.
Create your survey
First, create a new survey.
Customize the survey settings, then choose the Email directly from Simplesat option in the Publish section and select One-off for your delivery method in the pop-up box.
Choose one-off delivery method
Customize the email content
You can read all about customizing content here.
Create your sending audience
Create an audience by adding rules. For example, you could add a rule for "Customer type = Active", or "Tag = Q4 2020 NPS survey".
🧠 Pro tip - you can import customers directly from this page. After you import, Simplesat automatically adds a tag with the current date and time. You can use that tag as a rule, making it easy for you to target the users you just imported.
Send now or schedule
Choose to instantly send the email, or schedule for a future time.
The instant send option includes a confirmation step with the count of customers in your audience.
For scheduled emails, you can pick the date and time.
Note: The times should be in your local time zone, but make sure to check the time zone under the date.
You can view the status next to the survey's name.
The email is pending to either be scheduled or immediately sent. If you send a survey and then choose the "send another batch" option, the status will change from Sent to Draft.
The survey is scheduled. You can see the exact time in the Sending history table.
The survey has been sent. Nice work!
Sending history stats
These stats give you a quick overview of:
- The date surveys were sent (or are scheduled)
- The stats for how many were sent, opened, and clicked
Note: A "click" is recorded after your customer clicks any link in the survey email. Clicks include any links in your intro/outro text, or the footer. This means that clicks aren't necessarily a response.
For more detailed breakdown of your survey's email activity, click the shiny View email results button.
If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌