To create a survey campaign:
1. Click on Campaigns in the left navigation:
2. On the Campaigns screen, click on the “Create new campaign” button at the top right-hand corner of your screen:
Once you create a campaign, you will be presented with the Campaign Creator screen.
The steps to setup and customize your campaign are as follows:
Your campaign name
Enter a name for your campaign where the placeholder text "Your campaign name..." appears
The campaign name is only used internally and is not shown to the recipients of the email.
Note: A campaign name is required to save the draft of your campaign at any time.
This portion is where you build the content of your email. You have the following options at your disposal:
1. Use a template
Click the Use a template tab if you want to load an existing template or campaign.
2. Email Settings
Click the Email Settings tab to customize the visual elements of your email, e.g. the email background colour, content background colour, content border style, etc.
3. Import HTML
Click this to import your own HTML code and load it in the email builder.
4. Add content
Click on the green Add content button to build your email from scratch through the use of the GEVME email widgets.
Note: For more detailed information on how to use the email builder, check the article Using the Email Builder.
5. Create Survey button
Click on the “Call to Action” icon and click on “Take Survey”. The survey button will be created as shown below.
To edit the button, click on the “Pencil” icon.
This is how the editor looks like.
Call to Action Text column
Change the text of the button.
Change the font size of the text
Change the text colour.
Width / Height
Width & Height of the button.
Colour of the button.
Margin Top / Margin Bottom
Generate space around the text within the button.
Sender name and email.
Email replies will be sent to the specified email address.
Email Subject lines to be sent out for the campaign
Select the list(s) to be sent to.
Specify individual email addresses to receive the campaign.
Add exclusion list
To exclude a list of email addresses from receiving the survey campaign.
Note: The survey link will not work in test emails sent out via “Send Test Email”. The survey link will only work when the campaign is sent out as an actual email. You may send it out immediately or schedule it for a specific date and time.
Do remember to save the draft and schedule the campaign when you are ready to send it out. You can find the buttons on the top right corner.