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How to follow-up on my respondents?

Go to  "My Surveys", move the mouse over the survey in question, a "Follow-up" link will appear under the survey title, click on it and it will take you to the follow-up options.

Click on "invitation email "  at the top of the page, then click "follow-up".

Here you can choose any of the following type of follow-up messages:

  • Individual reminders (one person only).
  • Group reminders (a group of contact)
  • Only follow up on surveys that have already begun (« in progress »)
  • Only follow up on surveys that have not yet begun.
  • Send an email to those who completed the survey (« finished »)

 

Note: You can change the content of  messages depending on the type of respondents you are tracking, just make sure you do not change the [$-link-$] code or other similar codes when sending reminders to complete your survey.

 

Scheduling a follow-up message is simple.

Go to “Follow-up” module, 

Click  on “Email invitation”. 

Then click on “Planning” and “schedule a follow-up message”. 

Here you can choose who to send follow-up messages and when to send them (exact date or dynamic ) you also edit the content and the subject of these messages.

Once you have scheduled your follow-up, your messages will be automatically sent, so you don’t have to worry about it!

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