Sending out Surveys Using EmailMerge

By: Standss Contributor , Oct 28th, 2020

Have you ever wondered if you could send out survey and users can just click a link rather than responding to your email?

Now you can 😊! EmailMerge for Outlook has a hidden tool that you can use to survey and segment recipients (Customers/employees etc.) based on their responses. Recipients can respond to your survey simply by clicking (they don’t even have to reply so you’re more likely to get results). Best of all, you can then use EmailMerge to send out emails to these targeted segments.

This feature requires the use of EmailMerge for Outlook with tracking. Tracking results are visible in our EmailCaddie web application. Results are also usable from inside EmailMerge for targeted re-merges.

Click Response tracking: Step-by-Step

Start your EmailMerge using Email Merge for Outlook.

Create your email content with the responses according to your question. For example, you may want the users to answer by clicking either I will attend, or I will not attend.

Will you attend the meeting at 10 am?

  1. I will attend
  2. I will NOT attend

Now create the hyperlinks as explained below.

  • Select the words to hyperlink.
  • Right Click and click hyperlink.
  • Type “ec:” and then the value that you want EmailCaddie to report when the user clicks on the link e.g. when the user clicks “I will attend”, you may want to record the value Yes. (See the image below)

 

Continue with the Wizard and send out your Merge.

Once the merge has completed, you can go to EmailCaddie.com and see the respective merge details page to get detailed info about your click responses.

For more information, here is another post which contains a video that shows you exactly how easy it is to send and track your emails and how to do follow-ups using tracking data.

How to track opens and clicks on Outlook Email Merges

Here are some other examples of how you can use click responses

Sending information to people based on what they are interested in

For example: Which of these products are you most interested in?

After getting the responses you can use the information inside EmailMerge to do follow-up merges i.e. you can do separate merges to people who are interested in each product.

Getting Feedback

For example: Was this Email helpful?

Having Yes and No options for customers to give their feedback on whether they found the contents of the email helpful.

Voting

For example: What time would guys be free for an informal meeting?
You can also have multiple options. For example, 4:00 pm, 5:00 pm, 6:00 pm and 7:00 pm, as options.

RSVP for an event

For example: Will you be attending the Christmas party?

You can have options such as “Attending”, “Not Attending” and “Maybe”. This could aid you to make decisions in regards to planning for the party.

If you’re new to EmailMerge,  download a fully functional 30 day trial today and see how it can aid you to communicate with your customers and colleagues.

EmailMerge for Outlook

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