Use cases:

To send a survey to your event attendees: 

1. Log on to your survey app using your Zoho account. If you don't have a Zoho account already, sign up to use the app. 
   

2. Click Create New after opening the Zoho Survey app. 
   

3. Select a survey to send from the Select a Survey dropdown list.
   

4. Select a collector from the Collector dropdown list. 
   

5. Click Next. 
   

6. Click on the Templates dropdown. 
   

1. To select an existing email template, click Select an existing email template. Choose a template and click Use Template.
   

2. To save your 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.
   

7. Enter the subject of your email in the Subject textbox. You can insert variables by clicking Insert Variable.
   

8. To edit the email contents, click on Edit Message.
   

1. From here, you can edit the Header, Body, and Survey Link sections. Enter a title in the Title Name textbox.
   

2. Click the Background Color and Font Color palettes in the Header section to adjust the colors of your template.
   

3. Enter the body of the email in the Rich Text Editor.
   

4. Set the survey link display type to Button format or Question Embed format.
   

1. If you choose Button: 
   

1. Enter a button label in the Button Label textbox.
   

2. Click the Background Color, and Font Color palettes in the Button section to adjust the colors of the button name.
   

2. If you choose Question Embed:
   

1. Choose the question to be embedded in the dropbox.
   

5. Add a URL parameter by clicking + Add Parameter. Then, enter the URL and select the value. Click + to add more parameters and X to delete a parameter. 
   

6. Click the Select Value dropdown and set the value. You can insert a direct value as a respondent variable by clicking Edit. 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.
   

7. Select Show "Powered by Zoho Survey" in the footer, if you want the message displayed. 
   

8. Click OK.
   

9. Click Next.

10.  
    

11. To send your email immediately, click SEND NOW under Immediately.
    

12. 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.
    

13. Select Send Periodically to send the email regularly over a defined period and set the interval. Select the start and end date on the Start Date and End Date calendars respectively.
    

14. Click the Set Interval dropdown to select the interval and time at which the email invite should be sent out. 
    

15. If you want to set a custom interval, click Custom Interval and select the interval and date from the dropdown.
    

16. Click Schedule.
    

Note

You can add up to 1,000 email addresses per batch for an email campaign (i.e. you can send 1,000 emails at a time). Only verified domains in DKIM can be displayed as a "from" address. If the domain is not configured, the default "from"address will be "survey@invitation.zohosurvey.com"

To edit the draft email invite:

1. Click on the Draft Saved tag on the email template and click    to edit the default email template.
   
2. Edit the contents of the email invite as described earlier and click OK. 
   
   
   
3. Make edits to the title of the email template, if any, in the Title name box. If you do not make any changes to the title, it will take the name of the survey by default. 
   
4. Click Background color and Font color palettes in the Header section to adjust them in the template. 
   
5. In the Button name field, make edits to the button name, if required. 
   
6. In the Button URL field, click  + Add Parameter, to insert the respondent variable from Zendesk into your survey.
   
7. Type name, if, for example, you want to track the respondent's name. 
   
8. Click the Select value dropdown and select either first name or last name. 
   
9. Click OK. Similarly, you can also insert a direct value as a respondent variable. For example, type 'Organization' and in Select value, click param-value and enter "XYZ Inc". Make sure you have the corresponding custom variable for 'organization' created in the survey.
   
10. Click the Background color, and Font color palettes in the Button section to adjust them in the button name. 
    
11. Select whether you want to show the default 'powered by Zoho Survey' option. 
    
12. Click Save. 
    
13. Click Send to distribute your survey through email. You can also save a draft version and send it later. 

To search if a Zendesk contact has answered your survey:

Click Recipients and select Search Recipients. 

To filter your recipients:

1. All recipients 
   
2. No responses 
   
3. Partial responses 
   
4. Complete responses 
   
5. Disqualified responses 
   
6. Opened 
   
7. Unopened 
   
8. Unsubscribed 
   
9. Bounced 
   
10. Not sent 
    
11. Failed