Sending Out a Customer Survey

To send out your customer survey, you can either perform an email merge operation or send the survey through a marketing campaign. If you send your survey with a marketing campaign, you can track how many messages were received, opened, responded to, and clicked through.

You first need to create a customer group that can be selected as the recipient group for the bulk merge or campaign. To create a group, go to Commerce > Marketing > Personalization > Groups > New.

Finally, send out the survey email through an email merge operation or a marketing campaign. For more information, see Merging Email and Creating a Campaign Record.

Related Topics

Working with Records, Transactions, and Lists
Merging Email
Creating a Campaign Record
Creating a Custom Record Type for a Customer Survey
Building an Online Form for a Customer Survey
Creating the Link to a Customer Survey

General Notices