General
Email surveys working with Microsoft Safelinks and ATP
The Safelinks protection system was introduced by Microsoft as an optional additional security feature of Outlook. It works by checking then replacing any links in emails received with a custom link to a Microsoft server that then has confirmed the ...
Setting up SightMill to use SPF settings in DNS to reduce the chance your NPS email survey will be classed as spam
Everyone hates spam email – at best it’s a nuisance to filter and a waste of time to delete and sort through; at worst, it contains links to suspect sites, malicious code and traps for the unwary. The good news is that all of the major email ...
Importing contacts: Using tags in your CSV email or SMS contact list import
You can include tags within a CSV file of contact data to provide additional information about each contact. Tags provide a great way of viewing your results by the metrics that are most important to your business. For example, you could include tags ...
Adding meta data to enhance your contacts for email surveys
Including meta data for each of your email contacts provides a powerful way to increase your view of feedback, allowing you to filter feedback by (for example) segment, product, user, price points or internal owner. The meta data is added when you ...
Do you support custom domain names?
Yes, you can email surveys from your own email address or your own domain name. If you decide to send from your own domain name, we recommend that you setup SPF on your domain name records to avoid your surveys being classed as spam. Read more To ...
Can I add a new email contact manually?
Yes, you can add new email contacts manually using our pop-up form – it’s a great way for telephone support teams to record feedback during a call or to to add new customers one at time rather than having to setup a CSV upload. Here's how: To add a ...
How can I see which of my email contacts have unsubscribed?
We keep a record of which contacts have chosen to unsubscribe to your surveys. SightMill will not send to these contacts again (unless you create a new list and upload their contact details again). To view which contacts have unsubscribed: 1. open ...
How do I see when I last sent a survey to a contact?
We keep a record of the date and time you last sent an email survey to your contact list stored on SightMill. To view this information: 1. open your Project and the Settings menu, then click on the Email Data list menu. 2. The list of contacts stored ...
How can I resend an email survey to contacts who have not responded?
We provide a feature to allow you to resend surveys to any contacts in a list that have not yet responded to the survey, here's how: 1. open the Settings section of your Project and click on the Resend Email Survey menu option. 2. You will see a list ...
How can I delete a contact from my email list?
You can delete email contacts that you have added to a list, here's how: 1. view your list of contacts (open the Project and the Settings menu, click on the Email Data List option). The list of contacts is shown at the bottom of the right-hand side ...
Setting a From and Reply To email address to email surveys
There are two settings that allow you to setup your email surveys so that they appear to be sent by your company's address rather than from SightMill. In your Project's Settings, click on the Email Survey Design menu. Using the Reply-To field The ...
Add a view in browser link to your email survey
To add a link to view the email survey in a web browser, write the text you want to use as a link and position and style it using the editor's tools. Next you need to add the link - you will need to switch to code view and insert the the code ...
Add an unsubscribe link to your email survey
To add an unsubscribe link in your email survey, write the text you want to use as a link and position and style it using the editor's tools. Next you need to add the link - you will need to switch to code view and insert the the code [unsubscribe] ...
How to personalize an email survey
You can personalize email surveys to, for example, start 'Dear Simon' rather than 'Dear customer'. We support a two main fields that can be included into your emails. The data to populate these personalized fields is drawn from the CSV contact list ...
How to edit the follow-up question to an email survey
The follow-up question is displayed to the survey's recipient after the first and main NPS question. The first question asks 'how likely are you to recommend Company X to your friends and colleagues' and the follow-up question asks 'Why did you give ...
Can I send SightMill surveys from within my email marketing software?
Yes, you can embed a SightMill survey within an email campaign sent from third-party email marketing software such as HubSpot, Intercom or similar. It's easy to setup - look for the Third Party Provider menu in your Project settings. If you are using ...
Can I use smiley faces or other formats in the NPS question instead of numbers?
Yes, you can use a range of different feedback scoring methods. Our default templates support the standard 0-10 numeric scale that is recommended for Net Promoter Score surveys. We include a couple of alternative formats including smiley faces and ...
Do you support social posting after an email survey?
You can setup rules to encourage social posting after a survey - we see good conversion rates for promoters who then use Twitter, Facebook or TrustPilot to post a good review and so continue to promote you business. Select the ...
How do I add a View in Browser link?
You can add a 'view email survey in browser' link to the header of your email surveys to help users who prefer to view the survey in a browser. If a recipient clicks this link, the recipient will see the survey in a web browser window. If you use our ...
How do I add an unsubscribe link?
You should add an unsubcribe link to the footer of all your email surveys. If a recipient clicks this link, SightMill will mark the email address as 'unsubscribed' and will not send a survey to this address (note: this works per-Project). If you use ...
How do I personalise the email templates?
The email templates can include data from your email contact list to allow you to personalise the email (eg: Dear Simon ...). Make sure that your email contact list includes the fields you want to use, in this example a column for first name. In the ...
How do I see when a contact was last sent an email survey?
SightMill records the date and time when it last sent an email survey to a contact in a particular Project. To view this information, select the Settings/Email Data List option and scroll to the bottom of the page; you'll see a table with the contact ...
How do setup an email contact data file?
SightMill accepts data in standard CSV (comma-delimited) file format. This is a standard export option from MS-Excel and most spreadsheet software, or you can use a text editor. A quick way to create a simple data file ready to import into SightMill ...
How often should I send an email survey?
We would suggest that you send a survey email to each person on your contact list on a regular basis for consistent results and best practice is to send no more than once every month (though most companies limit this to a maximum of two or four ...
Using Email templates
SightMill has a range of email templates that you can use to get started in minutes. Select the Email Template menu option and you'll see an editor panel on the right hand side of the screen. The top left option is 'Templates'. There are four to ...
How do I get started and setup Email surveys?
Creating an email NPS survey is very straightforward using SightMill. With just three steps, you'll have a tailored email ready to go to your contact list to your schedule. Here's how: Create a new contact list and upload your email data into this ...
What do Email surveys look like?
We provide a range of templates for your email surveys so you can send a standard 0-10 Net Promoter Score question or you can send simpler smiley-face customer satisfaction icons. Most often, email surveys use the standard NPS question ('Would you ...
Why use Email surveys?
Email surveys are a great way to ask customers for feedback about your product or service; for example, it's a good way to regularly ask for feedback from users of your online products; it's also a great way of asking for feedback after delivering a ...
What are Email surveys?
Email-based surveys let you send a Net Promoter Score (NPS) survey by email to a group of contacts. You can use SightMill to send the email surveys or you can embed the surveys into your third-party email system (for example, HubSpot, etc). Most ...