How to Create and Send Your First Email Campaign

Overview

Invite a contact list to your survey by email, with a personalized invitation and per-recipient tracking. Each recipient gets their own survey link, so you know exactly who responded.

Prerequisites

• A Live survey and a contact list under Audience — see Importing Contacts from a CSV File into a Contact List.
• Email campaigns require the Solo plan or above.

Step-by-step

1. Open the Campaigns channel — in the builder, go to the Share tab and click Campaigns, then New campaign.

2. Pick the Audience list — choose which contact list to invite from the Audience list dropdown.

3. Write the subject and body — use the INSERT merge tokens ({{firstName}}, {{lastName}}, {{email}}) to personalize, and include the required {{surveyLink}} token so each recipient gets their unique link.

4. Set a Reply-to (optional) — an address respondents can reply to.

5. Review and send — the Review step shows recipient count and your remaining email quota; confirm to send immediately (or schedule it).

Tips

Tip: Send yourself a test first (see Sending a Test Email to Preview Your Campaign Before Launch) — merge tokens and links are much easier to catch in your inbox than in the composer.

Note: {{surveyLink}} is required. Without it, recipients have no way into the survey — the composer flags its absence.

Related articles

• Using Merge Variables to Personalize Campaign Emails — the tokens in detail
• Scheduling an Email Campaign for a Future Date and Time — send later
• Setting Up Automated Follow-Up Reminder Emails for Non-Respondents — chase non-completes