Publish through email (mail merge)

The other method to publish your questionnaire is to send email invitations (a.k.a. mail merge). This method requires you to be very careful and rigorous because no error on your side can be later fixed once the email is gone.

First, you should upload (put on the server) all the email address as well as the meta-data of your respondents (See What are the meta-data for more information). A model can be downloaded directly from the system. Download this model and modify the information as specified on the file.
It is possible that you will have to download several different files (for a reason of size or timing). This is not an issue as you can upload several times this process.

Once the upload is over, you can focus on the email to be sent.
Fill the appropriate fields and complete the email text. In this email, you can incorporate the meta-data that you have added to the Excel file. You also have the possibility to format your text (bold, italic, underline). And a specific button exists in order to dynamically add the questionnaire URL (based on the questionnaire language and respondent email) to your email.

When you email is complete, you can test it on your own email address for instance. Please note that the questionnaire URL is replaced by a tag as well as all the meta-data.

You are now ready for the sending. Once validated, this sending will be registered in the “Sending History” zone. As you can see, you can program your sending for a very specific date and time.

Reminder: In order to avoid any spam-related problem and optimise the performances of our server, the emails are not sent at once but by sets. Do not be surprised if it takes you several minutes (or several hours based on the size of your panel) to your respondents to receive the invitation.