Manage Email Settings

This lesson shares instructions for manage your data capture email settings before you schedule emails to launch your survey.

How to Manage Email Settings

1. Within your data capture, click "Emails" to open the email system tab.

2. On the top right of the page, below the data capture navigation menu, click "Settings" to view your email settings.

3. The page that opens will display your email settings. Here are your options on what to edit from top-to-bottom.

General Settings: 

1. Emails Send From: Choose what name should show up in your emails as the sender. 
   
2. Replies Send To: Choose what email account should receive replies to your PARTNER emails.
   
3. Email Signature: Choose what name, title, and contact info should be displayed at the bottom of the emails you send.
   
4. Include Email Signatures on sent messages: Check this box to display the signature in your emails.
   
5. CC on sent messages: Check this box to CC yourself in emails you send.

NOTE: All emails are sent from "survey@visiblenetworklabs.com."

Email Reminders: These settings determine who will automatically receive your scheduled reminder emails based on their engagement level:

1. Not Submitted: Check this box to remind anyone who has not submitted their survey.
   
2. Less Than: Fill in this box to remind anyone who has completed less than a set percentage of the survey response.
   

Email Status Updates:

1. Select which account users will receive weekly status updates about your survey response rates and engagement by email.

Your settings changes save in real-time as you make them, so whenever you are finished you can return to your overview page to continue your next steps.

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