Sending Out a Customer Survey

To send out your survey, you can do an email merge or send it through a marketing campaign. If you use a campaign, you can track how many messages were received, opened, responded to, and clicked.

First, create a customer group to use as the recipient group for the merge or campaign. To create a group, go to Commerce > Marketing > Personalization > Groups > New.

Finally, send the survey email through an email merge or marketing campaign. For more information, see Merging Email and Creating a Campaign Record.

General Notices