Click Create New after opening the Zoho Survey app.
Select a survey to send from the Select a Survey dropdown list.
Select a collector from the Collector dropdown list.
On the Compose Email screen, click the Templates dropdown.
To select an existing email template, click Select an existing email template. Select a template and click Use Template.
To save the current template for future use, click Save as Template. From here, you can choose to overwrite an existing email template or create a brand new template.
Enter the subject of your email in the Subject textbox. You can personalize the email by inserting variables with the Insert Variable option.
To edit the email contents, click on Edit Message.
From here, you can edit the Header, Body, and Survey Link sections. Enter a title in the Title Name textbox.
Click the Background Color and Font Color palettes in the Header section to adjust the colors of the template.
Enter the body of the email in the Rich Text Editor.
Set the survey link display type to Button format or Question Embed format.
If you choose Button:
Enter the button label in the Button Label textbox.
Click the Background Color and Font Color palettes in the Button section to adjust the colors of the button name.
If you choose Question Embed:
Choose the question to be embedded from the dropbox.
Add a URL parameter by clicking + Add Parameter. Enter the URL and select the required value. Click + to add more parameters and X to delete a parameter.
Click the Select Value dropdown and choose a value. Similarly, you can insert a direct value as a respondent variable. For example, type "Organization" and under Select Value, click Param-Value, and enter "XYZ Inc." Make sure you have created a corresponding custom variable for "Organization" in the survey.
Select Show "Powered by Zoho Survey" in the footer preferences, if you want to display this message.
Enter the sender's name in the Sender Name textbox.
Choose the "from" email address from the From dropdown.
Choose the replying email address from the Reply to dropdown and click Next.
Select your recipients from the Select your Recipient dropdown list. The recipient list is categorized byusers' attending status and ticket type. If you haven't yet added any attendee email addresses, please add them and refresh the page to proceed.
To send the email immediately, click SEND NOW under Immediately.
To schedule the email, click SCHEDULE under At Scheduled Time. You can choose the date and time from their respective dropdowns to schedule the email.
Select Send Periodically to send the email regularly over a defined period and set the interval. Select the start and end dates from the Start Date and End Date calendars respectively.
Click the Set Interval dropdown to select the interval and time at which the email should be sent out.
If you want to set a custom interval, click Custom Interval and select the interval and date from the dropdown.
You can add up to 1000 email addresses per batch in an email campaign i.e. you can send 1000 emails at a time.
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Make the most of Zoho CRM with these useful tips.