Survey

Send newsletter surveys

With this Ultradox automation we provide you with a complete newsletter system as well as a form embedded in the email which you can use for a customer survey.

The following sections will help you getting started and to customize the example.

Get your free copy of the Survey Application.

Getting started

After you have logged in to Ultradox and copied the example to Google Drive, you will find a number of files in the project folder:

Open the project folder on google drive

You will find the Newsletter Template that will be used to generate your newsletter, the Confirmation Email Template which contains the content of the email that will be sent to new subscribers to confirm their email address, the Subscribed Template that users will see after confirming their email, the Unsubscribed Template that will be shown when users unsubscribe from your newsletter survey and the Response Template, to confirm the submitted form.

You will also find a Google Sheet called Newsletter Recipients that will contain the recipients of your newsletter survey and the footer with your Company address. Enter your company address in the worksheet Footer so that it appears at the end of the newsletter. In the worksheet Recipients, the subscribers of your newsletter are automatically listed.

The red Newsletter Survey file is the Ultradox Automation that contains all the actions to be performed whenever a user submits the form.

On the root level of your Google Drive you will also find a file called Copy of Sing Up Form which is the Google Form that the users will fill out to sign up. You may want to rename this file and move it into the Newsletter folder to keep all files in a single place.

Customize

Newsletter Recipients (Google Sheet)

Enter your company address in the Google spreadsheet Newsletter Recipients in the worksheet Footer so that it appears at the end of the newsletter.

Activate the Ultradox Trigger

If a new user subscribes to your newsletter via the subscription form, he or she is automatically entered in the Recipients worksheet in the Newsletter Recipients spreadsheet document and the respective status (New, Subscribed, Opened, Unsubscribed) is updated and displayed.

In order to perform these functions, the table document must be connected to the Ultradox Automation Newsletter via the Ultradox Trigger.

Open the Newsletter Recipients document and check whether the trigger is activated.

Embed the signup form into your Website

 

To embed the signup form into your website click on the Send button in Google Forms, choose the  < >  tab and copy the iframe source code into your website.

Make it yours

To create your own newsletter from the template, change the text in all Google Docs templates, use your own images and adapt the colors to your corporate design. To create a preview, open the Ultradox Email Designer in the Google Docs sidebar. The Ultradox Email Designer also makes it easier to work with variables.

Your survey

Now configure the form that will be sent to your customers with the newsletter.

 To do this, open the Automation Newsletter Survey and go to the Assign values building block.

Click on the part Survey (5 fields) in the title of the building block to open the configuration dialog.

Change the form as desired. Keep in mind that the names of the variables of the form fields must match the titles of the Recipients worksheet in the Newsletter Recipients table document so that the answers can be collected in the corresponding columns.

Please also read the instructions for creating your first form and forms.

The Test-Mode

The Automation Newsletter is preset in Test Mode, so the workspace is green. Before you switch to Live Mode, you should test the newsletter system in this mode.

For example, sign up with three different email addresses using the newsletter sign-up form and confirm the email addresses after receiving the Confirmation E-Mails, sent in test mode to the email address of the Google Account with which you're signed in.

Open the Automation Newsletter and click on the Batch button in the Automation menu bar to send a newsletter to the users. Test whether the newsletter has been received in your inbox and then unsubscribe from the newsletter using the unsubscribe link in the footer.

Send out News

After a successful test run, you can switch the automation to Life Mode. The Test | Life button is located in the menu bar at the top right. The workspace is now displayed in white.

 To start the process, click on the Batch button in the automation menu bar and select the subscribers from the spreadsheet via the dialog.

If you want to send out a newsletters to a large number of recipients, just select the first row and click on the last row while holding down the Shift key and hit the play button.

That's it! Then start the batch processing with the corresponding button.

Questions and Feedback

If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.

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Last Updated: 2/27/19