How to Create Survey on SurveyMonkey with Tracking Email

Quick summary

This guide walks you through how to create a survey on SurveyMonkey and distribute it via email with invitation tracking enabled, so you can monitor open rates and click-throughs. By the end, you will have a fully configured email collector with Invitation Tracking turned on and your survey sent to recipients.

Steps

1. Log in to your SurveyMonkey account and click 'Create Survey' to start a new survey.
2. In the 'Design Survey' tab, customize the layout, themes, and survey title to match your needs.
3. Add a short message to introduce or personalize your survey for respondents.
4. Include relevant questions such as event attendance, preferences, or other RSVP details for your audience.
5. Add questions by selecting the appropriate question type, such as multiple choice or rating scale.
6. Click 'Preview Survey' to review and verify the survey looks exactly as intended.
7. Once satisfied, click 'Continue' to proceed to the distribution settings.
8. In the 'Collect Responses' section, select 'Send by Email' as your collector type.
9. Enter recipient addresses in the empty field or click 'Add Recipients' to import your contact list.
10. Click 'Next' to advance to the collector settings page.
11. In collector settings, click the drop-down arrow next to 'Invitation Tracking' to expand tracking options.
12. Enable 'Invitation Tracking' by selecting the option to track how many people opened your email invitation and clicked through to your survey.
13. Once all collector settings are configured, click 'Send Now' to distribute your survey to all recipients.