Scheduling Inquisium Emails

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To remain efficient as possible, schedule your emails to go out at a time that works best for you.

 
NOTE: Scheduled emails will not be sent unless the survey is in Active status.

 In Surveys (Classic)
 
1 Access the Email Details page. Begin by selecting your survey. Click Emails in the navigation bar. If you have multiple email campaigns enabled, click the name of a targeted list. Click the name of the email template.
 
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NOTE: The Partially Completed or Survey Completed emails will not be available for anonymous surveys since the respondents will automatically be removed once they click Finish.

2 Change the Send Options. Click Edit. Switch Active to Yes.

Make any necessary changes to the Email Name, Subject, and From Name. Click the data tag icon to insert data tags into the Subject or From Name. Choose a From Email Address with the dropdown.

In the Send Options section, select
"At the following date and time." Enter a date, time, and time zone. Scheduling your emails at least an hour in advance is recommended. Also keep in mind that delivery can be impacted by how many messages you and other users are sending.

If scheduling the Survey Reminder or Partially Completed Message, you can make the email recurring by selecting On a recurring basis until the respondent completes the survey. Just choose how often it will be sent and when to stop.
 

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Determine if the survey link in the invitation will expire after a certain amount of time.

Click Save.

3 Send a copy to yourself. Click Manual Send. Search for yourself. Check the box next to your name and click Manual Send to Those Selected.

 
NOTE: If you are not a member of the Targeted List, add yourself to one.
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Verify the information, then click Confirm Send.

In Surveys (New)

1 Access your emails. Begin by selecting your survey. Hover over Send & Share and, under Emails, click Survey Emails.

2 Chance the send settings. Click the name of your email. The Preview tab opens by default. Click the neighboring tab, Settings, then Edit.

In the Send Settings section, switch "Schedule this email" to At the following date and time.
Enter a date, time, and time zone. Scheduling your emails at least an hour in advance is recommended. Also keep in mind that delivery can be impacted by how many messages you and other users are sending.

You can make the email recurring by selecting Automatically send reminders. Just choose how often it will be sent and when to stop.
 
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3 Determine which invitation lists will receive the email, if necessary. If you have multiple invitation lists created, in the Email Recipients section, check which invitation list will be associated to this email when it's sent. 

Click Save.
 

4 Send a copy to yourself. Click Send. Search for yourself. Check the box next to your name and click Send Email.

 
NOTE: If you are not a member of the invitation list, add yourself to one.

Verify the information, then click Confirm.

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