Email a magic link for a survey using mail merge fields.

Introduction

Surveys that require authentication prompt users to log in prior to filling out their surveys. This extra step can be avoided for your submitters by emailing surveys using the magic link mail merge field.

You will create your authenticated survey links using the public url of the survey and the magic link mail merge field of the mass email popup.

  1. Navigate to Grenadine Event Manager -> Events -> Your Event -> Surveys and get the public url of your Requires authentication survey from the Surveys table shareable link.

    Ex: https://sites.grenadine.co/sites/customers/en/feedback/surveys/example-survey

  2. From the mass email popup Grenadine Event Manager -> Events -> Your Event -> Mass Emailing, configure your email and recipients as needed.

  3. Now you will create the magic link for surveys. In the email Body field, insert the Person’s magic link mail merge field. The mail merge field appears in the Body as <%= get_magic_link(args[:person]) %> and logs the person into the Event Site. Using the public survey link saved in Step 1, append your public survey link as the value onto the magic link mail merge field with a ?rt= url parameter as follows:

     <%= get_magic_link(args[:person]) %>?rt=https://sites.grenadine.co/sites/customers/en/feedback/surveys/example-survey
    

    This will log the person into the Event Site and automatically redirect them to your survey.

  4. Once you are satisfied with your email configurations and message, you are ready to send your email containing a direct authenticated link to your surveys!