With involve.me you can send automated emails to participants when they either complete a submission or complete a payment. Such a feature can be used in many ways, like emailing participants their results, or sending lead magnets, to name a few.
In order to use this feature, you'll need to collect emails using a Contact Form element or through the URL using Hidden Fields. If you want to set up submission emails for a project that is not collecting emails either way, you will be prompted to add an email collection field into your project.
This means that every time somebody completes your form, survey, lead page, quiz, payment page or makes a calculation, you can send them a quick email. As long as they leave their email address to reach out to, of course.
How to Set It Up
Submission emails can be set up for any published or draft project in the following way:
Click the arrow icon in your project card's drop-down menu
Click "Configure" (or "Publish now" if the project is a draft)
Click the "Emails" option on your left side or keep scrolling down until you find the "Email Notifications" section.
Tick the option "Send custom email to participants".
Optional: Tick the option "Send different emails for each outcome" if your project has multiple outcomes.
Create your email (or one email per outcome).
Triggering Email Notifications
Email notifications can be triggered in the following ways:
Submission is completed
This gives you the option to set up a custom email that is sent every time somebody completes your project.
A project is completed when a participant makes it to the final page. This would be an outcome page on a quiz or a thank you page on a survey for example. If your final page is a custom redirect, that also counts.Payment is successful
Picking this option will send an email notification once a payment has been successfully completed. You can use this as a payment confirmation or to send out a digital good.
Sending Different Emails for Each Outcome
To further personalize the emails, you can choose to send different emails for different outcomes. This option is only available for projects using Multiple Outcomes and if you're on the Professional plan or higher.
To activate it, tick "Send different emails for each outcome" in the project settings, then pick an outcome and create your email. You will need to create an email for each outcome.
Email Customization
Each email can be personalized with submission details you collected, such as:
First name
Company name
Outcome name
Project name
Question answers
Hidden fields
+ Any field you created in that particular project
Click the + symbol on the right side of the input field or type "@" to choose from the available variables.
This way you can create hyper-personalized emails like this one:
The same level of personalization applies to subject lines, which will increase your open rate. If you're on the Professional plan or higher, the involve.me watermark can also be removed from the footer of the email.
Attachments and Preview Emails
You can add attachments to your emails by using the paperclip icon. You can also upload images, which will display directly in the email or other file types like PDFs which will insert a linked box to the file.
The "Send Preview Email" option is a perfect way to test how the email will look like in your email software. This function will send the email to your account email, but will not substitute the variables in the text.
Important
There is no limit to how many emails you can send. But submission emails are triggered by submissions and there are submission limits for each plan.
Please look carefully into strategies for reducing bounced emails or complaints about your emails. Emails bounce if they do not exist or cannot be delivered.
We may temporarily and automatically limit or suspend email capabilities of accounts not adhering to keeping bounce and complain rates low.
Some mailboxes have very strong filters and will mark all emails as spam that include certain terms and are received from an unknown sender. If your emails keep landing on the spam folder of participants, then we suggest that you revise the email's subject and body. You can also try looking up which terms to avoid, as there are a lot of online articles that cover this topic.
Testing
Once a participant completes the survey, check the Analytics of the project.
Once inside the Analytics, click the "Responses" tab and select a submission. On the right pane, scroll down the page until the "EMAILS" section, and check the status of "Participant Emails".
There are four possible statuses:
Not configured
Not sent
Sent
Sent & Opened
