How do I send email invites for my survey from within Zoho Survey?

How do I send email invites for my survey from within Zoho Survey?

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. 
Distribute surveys through emails
Note: You can send up to 3000 email invites per day with a maximum of 1000 email invites for integrated apps (EventbriteZendeskShopify) per campaign and 500 email invites for Zoho Survey email distribution. Your total email invites per month will be 60000. 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:

  1. Go to the  Launch  tab.
    Create online surveys
  2. Click  Distribution  on the left pane. You can access this only after you publish the survey. The email distribution option is the default selection. 
    email distribution
  3. 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.
    Create online surveysCreate online surveys
  4. Click the email address displayed in the  Reply to  box if you want to change the default 'from' email address.
  5. Type the name of the sender in the  Sender name  field.
  6. Type the recipients' email addresses in the  Send to  box.
  7. To import contacts by uploading CSV or XLS files, or by manually typing the contact details, click  Import Contacts .
    1. Click  CSV  and select  Choose file  to upload a CSV file.
    2. Click  XLS  and select  Choose file  to upload an XLS/XLSX/ODS file.
    3. 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.
    4. Type a name for the new group of contacts you import in the  Name your new group box.
    5. Click  Add  to add the group to the recipient's list.
      Import contacts
  8. Type a subject for the email in the  Subject  box.
  9. 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.
    1. Click the dropdown arrow next to the edit button and select  Save as template  to save any changes you make.
    2. Click  Select an existing template  to choose from a list of templates you have already made.
    3. 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.
      Edit email template
    4. Click  Save  to save the changes.
    5. Choose to enable or disable the footer in your surveys in the  Footer  section when you use the email distribution feature.
    6. Click  Background color, and  Font color  palettes in the  Button  section to adjust the background and font colors of the button name respectively.
    7. Make edits to the button name in the  Button name field, if required.
    8. Click  Background color  and  Font color  palettes in the  Header  section to adjust the background and font colors of the template respectively.
  10. 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.
  11. Click  Send  to distribute your survey through email. You can also save a draft version and send it later.

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. 
Email campaigns

Facebook

Post your surveys on your Facebook page by linking your Facebook page to your Zoho Survey account. Read more on how you can embed your survey in your Facebook page.