Email distribution enables you to send personalized survey invitation emails to clients instantly. These email distributions can be initiated in real-time, scheduled, or activated by external events, and can be configured through workflows.

Business Use Cases

• Post-Transaction Feedback: Personalized survey emails can be automated to trigger after customer transactions. By using available customer data, such as names and purchase history, businesses can collect timely and relevant feedback in a more engaging and customized manner.

• Service Follow-Up Surveys: Service follow-up surveys can be automated to gather feedback after customer interactions. By using customer profile details, such as service history or issue type—businesses can ensure that feedback requests are relevant to each individual experience, resulting in more accurate and useful insights.

• Post-Visit Feedback Collection: Automated surveys can be sent after customer visits to gather feedback. By using profile details, such as visit frequency or product preferences, businesses can tailor survey questions to reflect each customer’s experience, leading to more relevant and insightful responses.

• Quick Response Needs: Survey invitations often need to be sent on short notice, especially after events or product launches. With ad-hoc email distribution capabilities, businesses can quickly send customized survey emails to the right audience in real time, enabling immediate feedback to support timely decision-making.

The system enables real-time survey distribution, ensuring timely and relevant feedback collection. It dynamically personalizes emails using placeholders, creating a tailored experience for each recipient. By embedding survey questions directly within the email, it simplifies access and encourages higher participation rates. Additionally, automated follow-ups, including reminders and thank-you messages, help maintain ongoing engagement with respondents.

Prerequisites

In order to access the Email Distribution, you must have the following View and Edit Distribution permissions at the Survey Level.

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