On the Compose Email screen, click the Templates dropdown.
To select an existing email template, click Select an existing email template. Choose a template and click Use Template.
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.
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 in the dropbox.
Add a URL parameter by clicking + Add Parameter and select the value. You can insert the respondent variable from Shopify into your survey. Click + to add more parameters and X to delete a parameter.
Type a name. If, for example, you want to track the respondent's name, you can append the Product Name and Order Name to the URL, or display these variables in your customized message.
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 wish to display this message.
Click OK.
Click Next.
Enter the sender's name in the Sender Name textbox.
Choose the "from" email address from the From dropdown.
Click Next.
The email addresses selected from the Orders section will be displayed in the Send To section.
Click Next.
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 date from the Start Date and End Date calendars respectively.
Click the Set Interval dropdown to select the interval and time at which the email invite should be sent out.
If you want to set a custom interval, click Custom Interval and select the interval and date from the dropdown.
Click Schedule.
Note |
You can add up to 1000 email addresses per batch in an email campaign i.e. you can send 1000 emails at a time. |
- Search Recipients - Search for a recipient by using keywords.
- Email - Displays email addresses of the customers.
- Order Number - Displays the order numbers.
- Sent - Displays whether your invite has been sent.
- Responded - Displays the response status of your survey. If they have responded, click View Response. This will take you to the reports section, where you can see the responses in detail. You will also be able to track the respondent variables applied here.
- Filter - Filter your recipients based on various parameters. Click Go back to Campaigns List to see the list of surveys you have already sent. You can find the following here:
- Store the responses chart and all your distributions
- Responses table with the date of distribution, name of the survey, response status, and distribution type
- List of distributions
- Filters to categorize the distributions
Note |
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Note |
You can only save the trigger here. You can't save a draft. |
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