How to Send a Survey or Poll by Email

This article will guide you through sending out a survey or poll by email.  There are two options to send an email:

1. Accessing a Survey’s Public Link

1. Log in to the Member365 Administrator Dashboard.

2. From the bar at the top of the dashboard, hover over ‘Modules' then, ‘Surveys & Votes' and click 'Manage'

3. Find the name of the survey whose results you wish to access, either by finding it in the list or by typing its name in the search bar, and click its name.

4. Click the ‘Access‘ tab.

5. Click the 'Public Link' tab.  Copy the Public Link URL to paste in your email campaign.

Adding a Link to an Email Campaign

If you wish to add a link to an email campaign that already exists, consult our Knowledge Base article on adding a hyperlink to an email campaign. If you wish to create a new campaign, see our Knowledge Base article on creating one. Add the public link to the email campaign, and users will be able to access your survey through the link you provide.

2. Send Survey Invite

1. Log in to the Member365 Administrator Dashboard.

2. From the bar at the top of the dashboard, hover over ‘Modules' then, ‘Surveys & Votes' and click 'Manage'

3. Find the name of the survey whose results you wish to access, either by finding it in the list or by typing its name in the search bar - don't click it's name this time.

4. When the survey is published, the email icon will appear on the far right of the survey chart. 

6. Click on Email Icon for the invite to appear.  From here, you can make edits to the email as needed.  Then send the invite to all contacts that have access and have not completed the survey by clicking "Send."