Email Distribution

Send your survey's link to your email lists within Zoho Survey, without having to switch a tab. You can also track the responses and see the details of opened, unopened, bounced, and unsubscribed invites.

There are four ways to do this:

Note : You can send up to 3000 email invites per 24 hours period with a maximum of 1000 email invites for integrated apps ( Eventbrite , Zendesk , Shopify ) per campaign and 500 email invites for Zoho Survey email distribution. Your total email invites will be 60000 per 30 day period. To send to a larger client list, you can use Zoho Campaigns, which is integrated with Zoho Survey.

Read on our email distribution terms and conditions here .

To create an email within Zoho Survey:

Go to the Launch tab.
Click Distribution on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
Click Create Email to send and track your survey link. If you have already created one before, click Create New . You can also, send surveys through Zendesk, Shopify, and Eventbrite.
Click the email address displayed in the Reply to box if you want to change the default 'from' email address.
Type the name of the sender in the Sender name field.
Type the recipients' email addresses in the Send to box.
To import contacts by uploading CSV or XLS files, or by manually typing the contact details, click Import Contacts .

Click CSV and select Choose file to upload a CSV file.
Click XLS and select Choose file to upload an XLS/XLSX/ODS file.
Click Manual to type or copy-paste contacts manually. Insert known variables, separated by commas, to tag respondents. For the manually-inserted custom variables , responses are in the Individual Responses section of the reports. Note : Email invitations will be sent as many times an email address occurs in a contact list and the corresponding invitation variables are recorded for each occurrence of the email.
Type a name for the new group of contacts you import in the Name your new group box.
Click Add to add the group to the recipient's list.

Type a subject for the email in the Subject box.
Click or hover over the email template and click to edit the email template or you can click the Edit button on the top right corner of the message box. You can make edits to the default template that gets displayed here.

Click the dropdown arrow next to the edit button and select Save as template to save any changes you make.
Click Select an existing template to choose from a list of templates you have already made.
Click Insert Variable to personalize the body of the template to include contact information like first name, last name and custom variables. You can embed a multiple choice, rating, drop down or NPS question from the first page of your survey directly into your email. This particular question will replace the Begin Survey button as a link to your survey.
Click Save to save the changes.
Choose to enable or disable the footer in your surveys in the Footer section when you use the email distribution feature.
Click Background color, and Font color palettes in the Button section to adjust the background and font colors of the button name respectively.
The logo that is added in the Settings tab will be added here.
Make edits to the button name in the Button name field, if required.
Click Background color and Font color palettes in the Header section to adjust the background and font colors of the template respectively.

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.
Click Send to distribute your survey through email. You can also save a draft version and send it later.

To change the 'From' email address:

Go to the Launch tab.
Click Distribution on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
Click Create Email to send and track your survey link. If you have already created one before, click Create New . You can also, send surveys through Zendesk , Shopify , and Eventbrite .
Click the email address displayed in the Reply to box if you want to change the default 'from' email address.

To import contacts by uploading CSV or XLS files:

Go to the Launch tab.
Click Distribution on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
Click Create Email to send and track your survey link. If you have already created one before, click Create New . You can also, send surveys through Zendesk , Shopify and Eventbrite .
Click Import Contacts .

Click CSV and select Choose file to upload a CSV file.
Click XLS and select Choose file to upload an XLS/XLSX/ODS file.

To edit the contents of the email:

Go to the Launch tab.
Click Distribution on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
Click Create Email to send and track your survey link. If you have already created one before, click Create New . You can also, send surveys through Zendesk , Shopify , and Eventbrite .
Click the Select a question to be embedded dropdown list to select the question you want to embed in the email.
Click or hover over the email template and click to edit the email template or you can click the Edit button on the top right corner of the message box. You can make edits to the default template that gets displayed here.
Click the dropdown arrow next to the edit button and select Save as template to save any changes you make.
Click Select an existing template to choose from a list of templates you have already made.
Click Insert Variable to personalize the body of the template to include contact information like first name, last name and custom variables.

To customize the colors of the email invite:

Go to the Launch tab.
Click Distribution on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection.
Click Create Email to send and track your survey link. If you have already created one before, click Create New . You can also, send surveys through Zendesk , Shopify , and Eventbrite .
Click Background color and Font color palettes in the Button section to adjust the background and font colors of the button name respectively.
Make edits to the button name in the Button name field, if required.
Click Background color and Font color palettes in the Header section to adjust the background and font colors of the template respectively.

To track the survey:

Go to the Launch tab.
Click Email on the left pane.
Click Overview to see the following details.

Invites - Displays the details on how many of your respondents have opened your invite, how many are yet to open it, if any email has been scheduled or bounced, or if someone has unsubscribed to your invite.
Responses - Displays the total number of responses, and the details of completed, partial, and disqualified responses.
Invite History - Displays the date and other details of each invite.

Click View for a detailed history.
Click Create Reminder to send reminder emails to people who have not responded to your survey. Follow the steps in editing the email template to draft a reminder email.
Click Recipients to see the following details.

Search Recipients - Search for a recipient by using keywords.
Email - Displays email addresses of the email invitees.
Download as CSV - Download the list of filtered recipients in a CSV format.
Sent - Displays whether your invite has been sent.
Responded - Displays the response status of your survey. If they have responded, click View Response to view the responses you have received. It will take you to the reports section where you can see detailed response details.
Filter - Filter your recipients based on various parameters.

All recipients - To view all the recipients
No responses - To view the recipients who haven't responded yet
Partial responses - To view the ones who have partially responded
Complete responses - To view the ones who have submitted complete responses
Disqualified responses - To view the recipients who don't fit your requirements
Opened - To view the recipients who have opened the invite
Unopened - To view those who haven't yet opened the invite
Unsubscribed - To view those who have unsubscribed to your mailing list
Bounced - To view the invites that haven't reached your recipients yet
Not sent - To view the invites that have not gone out of your mailbox
Failed - To view the invites that have failed to send

To search for a contact to find out if they have answered your survey:

Go to the Launch tab.
Click Email on the left pane.
Click Recipients and search for recipients in the search bar by using keywords.

To filter your email distribution contacts:

You can filter your email distribution contacts based on the following parameters:

All recipients - To view all the recipients
No responses - To view the recipients who haven't responded yet
Partial responses - To view the ones who have partially responded
Complete responses - To view the ones who have submitted complete responses
Disqualified responses - To view the recipients who don't fit your requirements
Opened - To view the recipients who have opened the invite
Unopened - To view those who haven't yet opened the invite
Unsubscribed - To view those who have unsubscribed to your mailing list
Bounced - To view the invites that haven't reached your recipients yet
Not sent - To view the invites that have not gone out of your mailbox
Failed - To view the invites that have failed to send

Schedule Email Distribution

You can now automate an email distribution invite or a reminder to be sent out at a time you decide.

To schedule an email invitation:

Once you click Send , you'll be prompted to choose from the following options:

Immediately
Schedule

To send it at once, click Send Now .
To send it at a later point, click Send Later .

Select Send on a Particular Date and Time if you would like to select the date and time in the calendar.
Select Send Periodically if you want the invite to be sent out daily, weekly, monthly, or at a custom interval of your choosing.

Select the start and end date schedule in the Start Date and End Date calendars respectively.
Click the Set Interval dropdown to select the interval and time at which the email invite needs to 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 .

To edit a scheduled email invite:

Open the email invite and click Edit Schedule Time .
Make any necessary changes, then click Schedule .

To delete a scheduled invite:

Click the delete icon next to the invitation you want to delete from the list of scheduled invites.
Click Yes in the confirmation dialogue box that follows.

To schedule a reminder for an invite you have sent:

Hover over an email invite you have sent, then select Create Reminder .
Select a filter in the Send to field.
Make any necessary edits in the email, then click Send .
To send it at once, click Send Now .
To send it at a later point, click Send Later .

Select Send on a Particular Date and Time if you would like to select the date and time in the calendar.
Select Send Periodically if you want the invite to be sent out daily, weekly, monthly, or at a custom interval of your choice.

Select the schedule start date in the Start Date calendar. You can send up to three reminders per invite.
Click the Set Interval dropdown to select the interval and time at which the reminder needs to be sent out.
Click Custom Interval if you would like to select an interval and date from the dropdown.

Click Schedule .

To schedule a reminder for an invite that has been scheduled:

After you schedule the invite, you can select from the following options on the schedule invitation success screen:

Schedule Reminder Later - You can schedule a reminder later to be sent days after you send out your invite.
Schedule Reminder Now - You can schedule a reminder immediately after you schedule the invite.
You can also create a reminder by clicking Create Reminder from the Scheduled Invitations list.

Select a filter in the To field, then make necessary changes in the email body.
Click Schedule .
Select Send on a Particular Date and Time to choose when the reminder needs to be sent.

Select the number of days after which the schedule should start, and the time in the dropdown. You can send up to three reminders per invite.

Select Send Periodically and select the number of days after which the schedule should start in the dropdown.
Click the Set Interval dropdown and select daily, weekly, monthly, or custom interval.

Select the time at which the reminder needs to be sent out.
Click Custom Interval if you would like to select an interval and time at which the reminder needs to be sent.

Click Schedule .

To edit a scheduled reminder:

Hover over an invite in the Invite History section, then click and select Edit .
Select a filter in the To field and make necessary changes in the email body.
Make and necessary edits in the email, then click Edit Schedule Time .
Update the schedule time and click Schedule .

To delete a scheduled reminder:

Hover over an invite in the Invite History section, then click and select Delete .
Click Yes in the confirmation dialogue box that follows.

Email Campaigns

Email campaigns help you send your survey to a lot of people at once. Zoho Survey is integrated with Zoho Campaigns and MailChimp, so you can link your survey with either of these accounts and send your survey to your contacts via an email campaign. Read more on both of these integrations in the respective Zoho Campaigns and MailChimp pages.

Facebook

Post your surveys on your Facebook page by linking your Facebook page to your Zoho Survey account and make it easily accessible to your followers.

To post a survey on your Facebook page:

Go to the Launch tab.
Click Facebook under Distribution .
Click Connect .
Complete the steps that follow to authenticate your Facebook account with Zoho Survey. The list of pages you have added will show up on your Launch tab in the Via Facebook section.
Select the page where you want to share your survey.
Click Post .
Click Open in a new tab to see the survey posted on your Facebook page.

To disconnect Facebook and Zoho Survey:

Click your profile on the top right corner.
Click Setup and select Apps and Services .
Click Disconnect in the Facebook section.
Click Yes, Disconnect Integration and confirm the selection.

Access your files securely from anywhere

Zoho CRM Training Programs

Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

Redefine the way you work

with Zoho Workplace

Start your free trial

Zoho DataPrep Personalized Demo

If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

Create, share, and deliver

beautiful slides from anywhere.

Get Started Now

Zoho Sign now offers specialized one-on-one training for both administrators and developers.

BOOK A SESSION

Zoho Workerly Home
Forums
Connect With Us:

Zoho Recruit Home
Forums
Connect With Us:

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.

Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
Offline Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal
Form Designer	HR
Card Forms	Food
Assign Forms	Photography
Translate Forms	Real Estate
Electronic Forms
Notification Emails for Forms	Alternatives
Holiday Forms	Google Forms alternative
Form to PDF	Jotform alternative
Email Forms CRM Forms Embeddable Forms Drag and Drop form builder HIPAA Forms Encrypted Forms

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Zoho Pagesense Resources

You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Zoho Sheet Resources

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Forms Resources

Secure your business

communication with Zoho Mail

Get started

Mail on the move with

Zoho Mail mobile application

Go Mobile

Stay on top of your schedule

at all times

Get started

Carry your calendar with you

Anytime, anywhere

Get started

Latest Announcements

New to Zoho Sign?

Zoho Sign Resources

Sign, Paperless!

Sign and send business documents on the go!

Get Started Now

Zoho SalesIQ Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Connect with us

New to Zoho ZeptoMail?

LEARN MORE

Latest Feature Updates

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho DataPrep Demo

Get a personalized demo or POC

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

New to Zoho Workerly?

Access Zoho Workerly

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho CRM?

Signup Now

Access Zoho CRM

Latest Feature Updates

New to Zoho Projects?

Access Zoho Projects

New to Zoho Sprints?

Access Zoho Sprints

New to Zoho Assist?

Access Zoho Assist

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Related Articles
Email Distribution
When you want to send your survey to your email lists within Zoho Survey, without having to switch tabs. Track the responses and see the details of how many of your respondents have opened your invite, how many are yet to open it, if any email has ...
Create an Email Invitation Trigger on Pipedream
Pipedream is a powerful tool that connects different applications and automates their workflows. The Zoho Survey and Pipedream integration can help you send timely survey emails or set automated workflows based on the actions performed in your ...
SMS Distribution
What is SMS survey? SMS surveys are an effective way to reach customers quickly. By sending out a survey through SMS, you get actionable feedback from respondents in real-time. You can send your surveys to your respondents’ mobile. It is one of the ...
Inline Email
Inline emails work perfectly when you want to embed a question from your survey in an email. Select a question, and you can distribute the survey over email with the help of an HTML setup that works with any email marketing software. Selecting an ...
What is the difference between sending surveys through Zoho Survey's email distribution and Zoho Campaigns?
Email Distribution is a feature that lets you send surveys from within Zoho Survey. You will need to import your contact list file in CSV or XLS format to send out surveys. In Zoho Campaigns, you can create contact lists or import them from your Zoho ...