Email followups is a paid feature. It is only available for users on paid plans or if you have Enterprise Edition.

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What are Email Follow-ups?

Email followups allow you to automatically send customized emails to respondents based on their survey responses or when they reach specific survey endings. This feature is perfect for:
  • Sending thank you notes
  • Following up with respondents
  • Providing additional information
  • Sharing survey response data

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Trigger Types

Response-based

Emails are sent when a response to your survey is completed.

Ending-based

Emails are triggered when respondents reach specific survey endings.

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Setting Up Email Follow-ups

1

Go to Follow-ups Section and Create New Follow-up

Navigate to the survey editor and access the Follow-ups section.
2

Configure Recipients

The “To” field can be configured to use:
  • Email Questions: Responses to question type Open Text of type email
  • Contact Info: Responses to question type Contact
  • Hidden Fields: Values from hidden fields
  • Team Members: Members of your team
  • Yourself: Your own email address
3

Set Up Reply-To

  • Add one or more valid email addresses
  • Addresses can be added by typing and pressing space or comma
  • Invalid email addresses are automatically rejected
4

Configure Email Content

  • Subject: Customize your email subject line
  • Body: Supports basic HTML formatting (p, span, b, strong, i, em, a, br tags)
  • Survey Response Data: Option to include detailed response data with support for:
    • File uploads
    • Images
    • Rankings
    • Translations
5

Save to Activate

Once you’ve configured all settings, save your survey to activate the email follow-up.