Sending Surveys to PanelEnterprise
Send surveys via email using the panel list registered in your workspace. You can send to entire groups or pick specific panel members.
Preparing to Send to Panel
To send a survey, your recipients must first be registered under the Panel tab of your workspace. For instructions on uploading panels, see the Managing Panel page.
How to Send
Go to the Share page
From the project editor, click the Share tab at the top and scroll down to the Send Survey section.
No registered panel - click Data Upload
If you don't have a pre-registered panel, or if you want to send the project to people outside your panel, click the Data Upload button. Rows with errors or invalid data will be excluded from the upload.
Registered panel exists - click Import from Panel
If you already have a registered panel, click Import from Panel.
Compose the message
After clicking the Send Survey button, enter the sending account and the accompanying message.
Send
Once sending is complete, you can check the results in the Status, Send Count, and Last Sent Time columns of each row.
Each panel member receives a unique individual link, and responses are recorded in the response sheet with the CUSTOMER Key registered in the panel.
Example received email
Surveys sent via 'Send Survey' are delivered to each panel member by email.
Tracking (Hidden Fields)
Tracking lets you see how respondents found your survey. It's useful when you want to separate responses by ad channel, customer group, or any other criteria.
Changing Your Survey Theme
Customize your survey's background color, theme color, and text color to match your brand or the tone you're going for.