To send a survey to mail lists, navigate to the survey edit area and on the right side, click on the tab Send Survey.
You can select from all the three predefined mail lists to send the survey to, or you can create your own custom mail lists in Utilities->Surveys->Mail Lists.
Additionally, when you click on Customers or Leads, you can select customers that belong to a specific group or leads that belong to a specific status.
Because most hosting providers have a limit for sending a specific number of emails per hour, survey emails will be sent via CRON JOB. The number of emails to be sent per hour can be configured in Setup->Settings->Cron Job->Surveys
Survey Options
There are a few related options for the survey that need to be re-checked before sending.
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Survey Short Description (View Description – Optional) – This is the HTML area where the user will fill in the survey questions.
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Survey Description (Email Description) – Make sure you configure the survey email content. Here, you may want to include the {survey_link} merge field so the user can click on the link and open the survey HTML area. If you are sending regular mass emails but just using the Estate Mailer Pro surveys feature, you don’t need to add the {survey link} merge field.
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From (displayed in email) – Additional FROM header. Leave this empty to use the default email configured in Setup->Settings->Email. Keep in mind that if you decide to fill in the FROM header, make sure that you add an email related to your domain and an email that actually exists. Many email services will see this email as spam if the FROM header is not properly configured.
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Only for logged-in participants (staff, customers) – If you check this option, do not select any other lists for the survey to be sent to other than staff or customers. Additionally, you may want to mention in the email description that they need to log in to fill out the survey.
GDPR
If you have GDPR enabled and enabled consent for GDPR for contacts or leads, you can select the survey to be sent to specific contacts/leads that have given consent for a purpose. For example, if you added consent purpose e.g., Receive survey emails, from the drop-down you can select this consent purpose, and only the contacts/leads that have given consent to receive survey emails will receive the survey.
