Tutorials - Survey Manager - Sending a Survey
You can access your Survey Manager by clicking on the navigation (Surveys > Manage Surveys) at the top of any screen.
Step 1. Create an eCard as you normally would and tilt down the menu under "Insert an Online Survey."
Select the survey you want to associate with your eCard. (see example)
(Note: If you have not created your survey yet, click the button for 'Create a New Survey' and follow the instructions. You must enter your survey questions before you can create your online survey eCard.)
Click 'Save Changes' to add the survey to your eCard.
Step 2. Send your eCard. Your eCard recipients will be able to click on the Survey link to respond to your online survey. (see example survey)
- If you modify a survey, your changes will be seen on any new eCards
you create. eCards that you have previously sent cannot be edited; but, when
eCard recipients click to respond to your survey from an eCard they have
received prior to your changes, they will see your changed survey information.
- We recommend creating an eCard with a survey and sending it to yourself first,
so you can see your recipient's experience. Then, if you need to, you can adjust
your survey or your eCard as needed.
When you're happy with your eCard and survey, go to your 'Sent Cards', find your eCard with the survey and then either copy the eCard or make it into an eCard template. You now have an exact
duplicate of your eCard with the survey link and you can send it
- Learn more about creating invitations and saving eCard templates.
If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.