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Distribute or sending emails with link to surveys manually

The functionalities can be used primarily during ongoing surveys, either to strengthen the response rate via manual mailings, or where problems have arisen with a survey link.

Users with admin permissions can send emails to individual respondents via the structure. This means that all respondents you want to reach via email need to be in the structure first, and included in the ongoing survey.

All communication sent out from Brilliant's platform, manually and automatically, is based on ready-made templates. These are managed in the library by users with special permissions.

 

How to do it

  1. Go to the structure via the main menu on the left: "People" and there "Structure", "Segments" or "Respondents" depending on the situation

     

  2. Search for the relevant respondent or find the person by clicking to the right group

     

  3. Check the box to the left of the respondent's name

     

  4. At the top in the same view as the respondent's name there are now a number of options

     

  5. Click on "Send email" - a dialogue box opens

     

  6. Select a template based on the purpose, for example:
    1. A custom email template for a specific survey (invitation, reminder, etc.)
      1. Link the email to the current survey
  7. Click on "Send"

 

Export survey links

As an admin user, you can also export all direct links to each respondent's survey from an active survey. This way, you can manage respondent links and distribute them manually if needed.

  1. Go to the ongoing survey via the main menu on the left: "Surveys" and there "Active"

  2. Go to the details page for the ongoing survey in question, via the button on the far right of the page for the row for the ongoing survey  

  3. Click on the three dots to the right of the survey name

  4. Select "Export survey links"