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Sending & Managing Test Emails

 

Part 6A test menu


Thoroughly testing an online survey prior to going live with the survey is generally considered to be good practice. The Test emails menu item will allow you to send test emails to selected recipients, and to monitor the status and progress of test email completion:

 

Part 6B test list

   

1. Email sent – the date and time that email was sent;
2. Email delivered – test emails were successfully delivered to the recipient’s mail server;
3. Survey link opened – the recipients clicked on the survey links in the email and managed to open the online survey;
4. Test survey completed – recipients successfully completed the test survey;
5. Test email rejected – test emails that were rejected by the recipient’s email server, probably due to an incorrect email address;
6. Dropdown toolbox – shortcut to the available toolbox functions.

 

Good Reasons for Testing the Survey

Testing the online survey links will enable you to:

  • Check the layout, appearances and flow of the online questionnaire, particularly with respect to logos, branding and the use of colors;

  • Validate individual survey questions, including the use of company-specific terminology and the way the questions are phrased;

  • Get management or the responsible stakeholders to approve and sign off on the online questionnaire;

  • Check whether there are any whitelisting or firewall restrictions that may prevent the emails from reaching their destinations;

  • Confirm that employees in outlying and more remote areas have adequate and reliable internet access so they can complete the online questionnaire.

 

Whitelisting the Mindset Emails & Domains

To ensure that survey-related emails arrive timeously and that the analytics dashboard can be accessed after the completion of the survey, please consider asking your IT department or service provider to whitelist the following email senders and domains:

 

  • Survey emails: This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Support emails: This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Engage software-as-a-service domain: x.mindsetmanage.com

  

Adding or Deleting Survey Testers

 

Part 6C testers menu

 

The Testers toolbox group in the side panel will allow you to add, edit, and manage test email addresses.

 

Part 6D add Add one or more testers’ email addresses

 

Click on the Add testers toolbox function in the side panel to open a window where the email addresses of testers can be added. Enter the email addresses on separate lines (do not include semi-colons or commas), and click on the OK button to save them.

  

Part 6D add dialog

   

Part 6E delete Delete a tester’s email address

 

To delete a tester’s email address, select the email address (it should be highlighted in burgundy) and click on the Delete tester toolbox function in the side panel or in the toolbox dropdown menu.

  

Managing Survey Test Emails

 

Part 6F email menu

 

The Test emails toolbox group in the side panel will allow you to send and resend test emails with survey links to one or all the testers.

  

Part 6G send Send or resend an email with the test link to an individual tester

 

To send or resend the test link to an individual tester’s email address, select the email address (it should be highlighted in burgundy), and then click on the Send/resend email toolbox function in the side panel or in the toolbox dropdown menu in the work area. The system will resend the test email to the tester, and the tester’s Email sent status (date and time) will be updated.

   

Part 6H send all Send test links to all testers simultaneously

 

Click on the Send all emails toolbox function in the side panel to send the test email to all the newly-added testers who haven’t received a test email yet.

   

Part 6I resend all Resend test links to all testers simultaneously

 

Click on the Resend all emails toolbox function in the side panel to resend the test emails to all the testers in the list.

  

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