Follow up: Send evaluation

  • Updated
  1. Click the purple Create button at the top of the black menu bar to the right to create the evaluation.
  2. Publish the evaluation.
  3. Test the evaluation yourself, then delete your test responses.
  4. Open the event.
  5. In the left column, go to Communication, then Mailings.
    4-follow-up.png
  6. Click the turquoise Create new email button and select Follow up. You can use the standard template or create your own email.
    • This email is automatically connected to the correct segment = correct recipients, meaning the guests on the list with the status “Attended.”
  7. Insert a button (or create a regular text link) in the email.
    • For anonymous responses – link to the survey URL.
    • For non-anonymous responses – go to the Survey tab, select the correct survey, and insert it.
  8. Send or schedule the email!
    • If you schedule the email to be sent later, only the people in the segment at the time of sending will receive the follow-up email (not those in the segment at the time of scheduling).
  9. You can find email statistics for the evaluation email within the event under Mailings.
  10. The evaluation statistics are found under Surveys (active or ended).

Note:
An evaluation survey should not be linked to the event!

 

Manual for surveys / evaluations »
Manual for sms »