Send e-mail

Using this element, an e-mail is sent from the survey as soon as the participant arrives at this element in the survey.

Here you can specify the sender’s e-mail address, the recipient’s e-mail address, the subject and the message. You can use placeholders in the Message text box. Suppose you want to send a sales agent an overview of all contact request data, then you can include a PDF download link in the e-mail via the placeholder {{survey.answers_pdf}}.

The procedure can be set up as follows:

  • Click in the Message box of the corresponding Send e-mail element.
  • Click the Rich text editor link to activate the RTE window.
  • Click the Placeholder icon.
  • Enter the value PDF in the search field (1).
  • Position the cursor at the position in the window (2) at which you want to insert the PDF download link.
  • Click on the link {{survey.answers_pdf}} (3), so as to include the Download PDF link at the indicated position in the box.
  • Click the Save changes button (4).

The recipient can click the Download PDF link in the e-mail to obtain a PDF file with the contact request details provided in the survey.

Alternatively, you can now send an email from the survey using a message template. This message template must be created in advance in the Messages menu.

You then do not have to provide information such as the e-mail address of the sender/recipient, the subject and the message.

Suppose you ask your customers if they want a sales agent to contact them. If they answer Yes to the question, a filter in the Send e-mail element allows you to send an e-mail with a contact request to the appropriate sales agent.

After having clicked the Add filter button for this element, you can set the desired filter data in the following window, e.g.

  • Show this element
  • If > Question > q3 Would you like the sales representative ..... > 1 Yes > selected

Updated on February 9, 2022

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