The Email Form functionality allows you to e-mail the survey.
From the Client & Form Settings, select the Email Form option in the "Form" column and hit the GO button next to it.
A new page will open, allowing you to edit and select between quite a few options.
Enter the To and From e-mail addresses, alongside whatever you want the Subject and the Message of the e-mail to be.
The View selector offers two possibilities:
Form Detail View
Using this option will provide a link to a Form Detail View page.
Regular Form View
Using this option will add an option to include the link to the Shopper View.
The link sent through the email provides additional options compared to the Form Detail View.
The buttons above the question list offer change of language based on the Alternate Question Sets, viewing the Shopper View of the survey, and even an option to download the survey in the Excel file format.
The Detail View section has four options, allowing you to decide just what type of questions will you send in the form.
Options are:
- Client visible questions only,
- Client and client master visible questions only,
- Client and shopper visible questions only*, or
- Client, client master, and shopper visible questions only*.
Please keep in mind that the last two options (marked with a star) will allow the recipient to view client-hidden questions and shop instruction files.
The checkboxes in the Question Sets section allow you to e-mail different question sets, depending on your preferences.
Options are:
- Shopper-visible question sets,
- Client-visible question sets,
- Client master-visible question sets, and
- Admin-visible question sets.
Once you make your selection and use the GO button, a confirmation page will open.
The top of the page will have the e-mail setting details you entered on the previous page, while clicking on the provided link will open the form - the view of the form will depend on the View selector option you chose!