You need to select particular mail list for this survey. You can also select multiple mail lists.

Select the desired mail lists and click send. All the emails will be added to Cron Job queue.

The general purpose of the mail lists feature is used for sending surveys.

Give your mail list name and the custom fields feature is optional. The custom fields feature is if you want to add firstname,lastname, etc.. for this email

After you have created this mail list open the list and you will be able to add new emails.

To send a survey to mail lists, navigate to the survey edit area and on the right side, click on the tab Send Survey

You can select from all the 3 predefined mail lists to send the survey to or you can create your own custom mail lists in Utilities->Surveys->Mail Lists.

Additionally, when you click on Customers or Leads, you can even select customers that belong to a specific group or leads that belongs to a specific status.

Survey options

There are few related options for the survey that needs to be re-checked before sending.

• Survey short description (View Description – Optional) – This is the HTML area where the user will fill the survey questions.
• Survey description (Email Description) – Make sure you configure the survey email content, here you may want to include the {survey_link} merge field, so the user can click on the link and open the survey HTML area, if you are sending regular mass emailing but just using Adlis ERP-CRM Dev. surveys feature, you don’t need to add the {survey link} merge field.
• From (displayed in email) – Additional FROM header, leave this empty to use the default email configured in Setup->Settings->Email, keep in mind that if you decide to fill the FROM header, make sure that you add email related to your domain and the email that actually exists, many email services will see this email as spam if the FROM header is not properly configured.
• Only for logged in participants (staff, customers) – If you check this option, do not select any other lists the survey to be sent other then staff or customers, additionally you may want to mention in the email description that they need to login in order to fill the survey.

GDPR

If you have GDPR enabled and enabled consent for GDPR for contacts or leads, you can select the survey to be sent to specific contacts/leads that have given consent for a purpose. As an example, if you added consent purpose eq. Receive survey emails, from the drop-down you can select this consent purpose and only the contacts/leads that have given consent to receive survey emails, will receive the survey.

Click on the button Insert Field and a dropdown will be opened you need simply to click on the desired question type you want to add.

Available survey question types:

• Checkbox
• Radiobox
• Input Field
• Textarea

When you finish adding all the survey question you can preview the survey clicking on the eye button on top.

Populate the fields with basic data necessary for the survey then click on the submit button.