With Arlo, you can set automated email survey reminders to be sent to registrants that have not completed their SurveyMonkey feedback survey, if the survey has been sent by Arlo.
You are able to set the reminder schedule (for up to three reminders) and you are able to customise the reminder content.
Arlo will then send survey reminder emails to registrants, following the set schedule. Reminders will not be sent to those registrants who have completed their survey, opted out, or have been marked as not attended.
The following requirements must be met in order to use the survey reminders feature.
- Arlo: SurveyMonkey integration is available on the Arlo Professional and Enterprise plans only.
- SurveyMonkey: You will need the following scopes enabled in SurveyMonkey. This may require you to upgrade your SurveyMonkey plan. Contact SurveyMonkey to assist with this.
- Custom Variables: You must have the following custom variables enabled in Arlo to use reminders.
If you set up your SurveyMonkey integration in Arlo prior to November 2018, you will need to disconnect and reconnect your Arlo - SurveyMonkey integration to enable the reminders feature.
- Open the Settings menu item.
- In the Integrations section, select SurveyMonkey.
- For the Integration type, select Surveys are sent through Arlo.
Press Edit if you need to change the setting.
- For the Custom variables section, press Edit.
- Ensure you have selected the custom variables you would like Arlo to send to Survey Responses. Arlo recommends the following settings:
- From the Reminders section, click Enable if you would like email survey reminders to be turned on.
- Press Edit.
- Review and edit the default Subject and email body text for your reminders. All new courses and templates with surveys enabled will inherit these settings.
- Choose the default reminder schedule for your new courses and templates to use. You can enable up to three reminders.
- Press Save and close.
- Press Save.
Enabling the reminders feature will not enable reminders for existing course templates and courses. This will need to be done manually.
If you would like to enable reminders for a large number of existing courses, contact Arlo Support.
- Open the template or course you would like to enable reminders for.
- Select the Communication tab.
- For Survey reminders, click Activate.
- Check the reminder settings and make change if required.
- If you want the template and any existing scheduled courses on the template to be updated with the same reminder schedule, tick the Update existing future courses or Update template and existing future courses checkbox.
- Press Save and close.
- Press Save or Save and close.
Platform level
You can define the default reminder email content and the sending schedule at the platform level as per the instructions above:
- New courses and templates created after this (with surveys enabled) will inherit these settings.
- Existing courses and templates with surveys enabled will keep their existing settings. Changes to these settings, including the scheduling of reminders, will need to be made manually.
Template level
You can edit the survey reminder emails in the Communication tab of the course wizard. If you edit the survey reminder email or the sending schedule at the course template level:
- This has no impact on the platform-wide settings.
- New courses created using the template will inherit the updated template settings.
- Existing scheduled courses will only be updated if the admin selects the Update existing future courses checkbox.
Course level
You can edit the survey reminder emails in the Communication tab of the course wizard. If you edit the survey reminder email or the sending schedule at the course level:
- This has no impact on platform settings.
- This may update the template settings if the user selects the Update template and existing future courses checkbox.
- New courses created using that course template will either inherit the template settings or platform default, depending on the choice made above.
The following instructions explain how to disable all reminders that have been enabled on templates and courses and will stop any scheduled email reminders from being sent.
- Open the Settings menu item.
- In the Integrations section, select SurveyMonkey.
- From the Reminders section, for the Email reminders, press Disable.
- Open the template or course you would like to disable reminders for.
- Select the Communication tab.
- For Survey reminders, click Edit.
- In the Email reminders section, untick all of the reminders.
- Press Save and close. The survey reminders should now be disabled.
- Press Save or Save and close.