How To Design CAWI Notification Templates and Send Notifications

Overview

Once you create the email/SMS connector you can setup notification templates to be sent to your respondents using fields from your participants list, this guide will describe to how to design and send your notification message to your customers. 

Online Video

Direct YouTube link (for full screen): https://youtu.be/xB1keDyheEg

Design your Notification Template and Send Notifications

1. In the CAWI Distribution tab choose 'Send Notifications'
2. The Send Notifications screen is divided to 2 tabs 
   
   1. Sending Log - Shows the log of already sent notifications
      
      
      • 'View Email/SMS' - click to display the email/SMS sent
      • 'Report' - Click to display the list of sent notifications/errors
   2. Send Notifications - Includes all the fields and settings to send the notification
      
      1. Compose & Design - Includes method (Mail/SMS), template & notification design - create & manage templates as well as fields you would like to setup & include when sending (list of fields and their details can be seen found at the end of this guide).
         
         
      2. Send Settings - Includes the filtering and settings you would like to include and determine who should receive the notification. Make sure to select a participants list you wish to notify using the '+ Select / Manage Lists':
         
      3. Review & Send - Final preview of the notification that will be sent.
3. Action Buttons available throughout the screens
   Preview - Click this button to see a preview of your notification message
   
   Cancel - Click to cancel the screen
   Save Changes - Click to save the changes made for the next time you would like to send
   Next - Click to continue to the next screen
   Back - Available when there is an option to go back to previous page

Email Template Fields Description

Sending Reminders

Email reminders to online survey respondents who didn't start or complete their surveys is aimed to enhance overall survey engagement and data quality. Here are the primary objectives:

Increase Response Rates

• Prompt Participation: Reminders serve as a nudge for recipients who may have overlooked the initial survey invitation, encouraging them to start or complete the survey.
• Maximize Reach: Ensuring a higher response rate helps achieve a more representative sample, which is crucial for the reliability of the survey results.
• Prevent Forgetting: In today's busy world, it's easy for people to forget about survey invitations. Reminders help keep the survey top of mind.
• Sustain Engagement: Regular reminders can maintain the momentum of the survey campaign, ensuring that it remains active and engaged with the target audience.

Show Respondent Value

• Acknowledge Respondents: Sending reminders shows that you value the respondents' time and opinions, potentially increasing their willingness to participate.
• Build Engagement: Repeated engagement through reminders can help build a rapport with respondents, making them more likely to participate in future surveys.

Best Practices for Email Reminders

• Personalization: Address respondents by name to make the reminder feel personal.
• Clear and Concise: Keep the reminder message short, with a clear call to action and easy access to the survey link.
• Frequency: Balance the frequency of reminders to avoid being intrusive while ensuring enough follow-up to encourage completion.
• Incentives: Mention any incentives for completing the survey to motivate respondents.
• Deadline Information: Highlight the survey deadline to create a sense of urgency.

That's It !