So you've finalized your invitation campaign, your data is ready to go, and you've prepped your team. This is where it gets exciting! But before actually sending survey invitations to your customers, it's best to send yourself a test invitation and survey.
Prepare a few test records using your own email address and those of some colleagues. Have another look at Step 2: Prep your data if you're unsure how to do this.
Send a test invitation
If you're using a Manual Campaign,
Upload your test records into your Address Book first via the Import Data feature, by clicking the 'Contact List' option.
In the Delivery Manager, use the Recipient Filters to find your test data (you could filter on your own company name, for example) and select your test records.
- Next, hit Send on your campaign and you should quickly receive the survey invitations!
- Click on the Stats icon next to the campaign to see the sending status, or to check for any errors if you haven't received the survey invitation after about 15 minutes.
If you're using an Automated Campaign,
- Simply upload the test records directly via Import Data by clicking the 'Transactional Data' option - your records will be automatically processed and survey invitations should arrive in your inbox quickly.
- You can check the sending stats via the Delivery Manager, or you can also drill down from the Upload List feature on the Import Data page.
Make sure you check the email and survey thoroughly on multiple devices! If you want to make any changes use the Delivery Manager or Drivers Editor as needed, and then repeat the above steps to send another test email.
(Please note you should use a different email address in order to avoid getting caught in any duplication rules - so it may be best not to use all available email addresses for your first send! If you have a dedicated Customer Success Manager and assisted setup, you could also reach out and ask for your initial test data to be deleted before proceeding to send more tests to the same addresses.)
Once you are happy with everything, your test data should be deleted so that it doesn't influence your live results. Your Customer Success Manager can help make sure all test data is deleted.
Send the survey invitations
You're now completely ready to send out survey invitations to your customers: your campaign is all set up and tested, and your customer data is ready to go.
If you're using an Automated Campaign, simply upload your actual customer data via the Import Data feature, and your customers will automatically receive their survey invitations. Now all you need to do is wait for your responses!
If you're using a Manual Campaign, you should now clone the campaign you just sent as a test, select your actual recipients in Recipients filters, and send it off:
Data Import (Advanced)
Will you be uploading a lot of data, or very frequently? In that case, you might want to try a different upload method, like API or an automated integration with your CRM. have a look at the dedicated information on alternative upload methods here:
Of course, you can always set up any of the above methods of data upload at a later stage - and use our regular Import Data feature for now to get yourself live and on your way!
Go to Step 5: Follow up with your responders