Sending email invitations

Conjointly’s My Audiences enables you to store and manage all your research contacts efficiently. With this functionality, you can create tailored campaigns to send survey invitations or reminders directly from the platform.

Create an audience

Follow these steps to create a new audience in your Conjointly account.

1. Go to My audiences.
2. Click on Add audience .
3. On the pop-up, fill in the audience name, sender’s company name, and company address.
4. Click Save to add the audience.

Add contacts to the audience

When an audience is created, you can add contacts individually or import contacts from a .csv file.

Add a single contact to an audience

To add a single subscribed contact to an audience, follow these steps.

1. Click Add contact .
2. Enter the subscriber’s information. The email field is mandatory and must be completed before saving the contact.
3. Optionally, click Add custom field to include additional information.
4. Confirm that you have received consent to send messages to this contact.
5. Click Save to complete the process.

Import contacts from a CSV file

Here are six simple steps to import contacts from a CSV file.

1. Click Import contacts from .csv file .
2. On the pop-out, drag and drop the CSV file into the Upload file box.
3. Select and assign a relevant field for each column extracted from the file. Be sure to assign the Email field as it is a mandatory field.
4. Click Save to proceed.
5. Confirm that you have received consent to send messages to these contacts.
6. Click Save to complete the import process.

Launch a campaign for an audience

Add a campaign

To add a campaign for an audience, follow these steps.

1. Within the audience page, select the Campaign tab and click the Add campaign button.
2. On the pop-out, fill in the campaign name and the linked experiment. Please note that only launched experiments can be linked.
3. Click Save .

Edit campaign

By default, a 3-steps campaign is automatically set up, which comprises:

• S1: Initial invitation, which is a survey invitation email.
• S2: Timer 1, set to be a 1-day delay before the next step.
• S3: Reminder email, a survey reminder set to be sent to all contacts yet to complete the linked survey.

You can add more steps by adding emails or timers into the sequence, or rearrange the campaign by moving or deleting any steps.

For each email added to the campaign, you can adjust the following settings:

• Specify the subject line.
• Edit the email text. You can include formatting, tables, or images. Add placeholders for variables and custom fields you used when adding contacts, like [Survey Link],[First Name], [Country], [Industry], etc.
• Set up conditional logic for emails to be sent if certain conditions are met. For instance, when the previous message has been or has not been sent, or the respondent has completed or is yet to complete the survey.

By adding a timer, you can specify the time delay in the number of hours, days, or weeks before the next step.

Save and launch campaign

Click Save and launch campaign after completing the settings. You will be prompted with the total charges for the campaign and confirmation. The status of the launched campaign can be viewed under the Campaigns tab.

Managing audiences

Once you have created an audience, it will be added to your My Audiences list. You can also find audience using the search function. To manage your audience, click on the thumbnails on the right-hand side. From there, you can choose to edit audience, duplicate audience, export all contacts to .csv, import contacts to audience from .csv, or delete audience.

View details of a specific audience

The Review tab provides the summary of contacts and campaigns for the audience.

Manage contacts within an audience

Within the audience page, you can view the full list of contacts under the Contacts tab. Tick the contacts you wish to subscribe or unsubscribe for future campaigns, or remove them from the audience by deleting the contacts.

Manage launched campaign

You can view the status of each step of the campaign, including the number of messages sent and opened by contacts, number of contacts opened survey links and answered survey, and steps yet to start. To edit a launched campaign, you will need to pause the campaign.