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
- In the CAWI Distribution tab choose 'Send Notifications'
- The Send Notifications screen is divided to 2 tabs
- 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
- Send Notifications - Includes all the fields and settings to send the notification
- 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).
- 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':
- Review & Send - Final preview of the notification that will be sent.
- 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).
- Sending Log - Shows the log of already sent notifications
- 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
| Template Stage | Setting Category | Setting Name | Description |
| Compose & Design | Template Settings | Send Method |
Choose the notification method: SMS |
| Notification Template | Choose the notification template you would like to send to respondents | ||
| Notification Type |
Choose the notification type: |
||
| Delete | Click to delete the current template | ||
| New | Click to create a new template | ||
| Save As | Click to save the current template as another template | ||
| Save | Click to save the current template | ||
| Mail Design | Report To | The email address for the contact that will get a summarized information on all emails that were sent out | |
| BCC | a contact you would like to send a blind carbon copy of the email notification | ||
| From | The name that will appear when the email is sent | ||
| Subject | The subject of the email | ||
| Message | The email text message | ||
| Simple URL | Will show the survey link as a simple URL Link | ||
| Right To Left | Check this option to send the email text Right To Left. | ||
| Hide STG Image | Check this option if you would like to hide the STG Image from the email sent. | ||
| Add 'Link' Field | Click this button to add the survey link that was created by the 'Create Respondent Links' | ||
| Link Text | The text you would like to show in the email notification | ||
| Link Parameters | Any additional parameters you would like to set at the end of the link sent '&ParameterName' | ||
| Link Image | Connecting the survey link sent to the respondent with an image added, once clicking on the image it will open the survey link | ||
| Image Display Options |
Align Image with Text - align the image with the email text |
||
| Show Fields | Pipe customized fields from your Respondents list to be shown in the email. e.g. FirstName, LastName etc. click here to learn more | ||
| Show notified Subject List | Click this option to see the list of respondents email will be sent to. Please Note: To Add/Remove from this list you should navigate to the 'Create Respondents Links' option. |
||
| Send Settings | Delivery Settings | First Invitation | Default parameter that will be chosen to send an email to all those that have not yet received an email notification |
| Reminder |
Will be chosen to send a reminder to those who have already received a notification but (Choose the applicable). 1. Either did not start yet 2. have started but not completed yet. |
||
| Notified | Enable this option and choose the number of notifications already sent in order to re-send additional notification. | ||
| Limit To | Limit the amount of participants you would like to send the notifications to (will choose randomly). | ||
| Subscription Tracking | Check this option if you would like to track the subscription email (will require to enable this option in SendGrid platform) | ||
| Select participant List | Choose the participant list that you would like to use for filtering the emails sent, click Here to learn more |
That's It !
Comments
What this error means
Error: {"errors":[{"message":"The provided authorization grant is invalid, expired, or revoked","field":null,"help":null}]}
Hi There,
Thank you for this informative article. Is it possible for me, as the host of the survey, to receive a notification via email from Dooblo for each time a survey has been completed?
Thanks,
Yasteel
Please sign in to leave a comment.