How do I define how my contacts will be invited (distribution scenario)?
You've created your project and defined the content of your survey, now it's time to choose how you want to distribute it via the first solicitation!
- To start, go to the Scenario tab for the survey concerned.
- Next, you need to set the parameters for the first request email. To do this, click on the Add media button and select e-mail. This opens the email editor.
- You then need to define the sending parameters, displayed on the left-hand side, i.e. :
- Sender name ;
- Prefix of the sender's e-mail (prefix@domain.com) ;
- the e-mail domain, to be chosen from the domains available;
- the subject of the e-mail;
- the background colour of the e-mail.
- Once this has been done, you can move on to the content of your e-mail. An e-mail in Journey is made up of sections, each containing one or more components (images, text, space, button, etc.). To add a section or component, simply click on it and drag it to the desired location. To modify the content of a component, click on it. Properties are then displayed in the space on the left, allowing you to modify them.
- Finally, when you are happy with your e-mail, simply click on the Publish and exit button.
- You can then stop there or set up reminders using the Add a reminder button. When you add a reminder, you can choose the delay, in days, between the initial request and the reminder.
You can preview how your email will look using the Preview button.