💡 What is the automatic emails & replies?

You can set up automatic sending of emails after you had a chat with someone using Quorum.

Indeed, depending on their answers to the survey, the status you assign to them, or the "next actions" you encountered during the discussion, the contact will receive ONE email at the end ;  (If - of course -  the contact card includes an email address)

🔍 Why use this feature ?

  • Transmit additional information related to the response of the person you met (for example, a redirect to an article or a link to register to a next event...).
  • Create a customised contact with potential supporter
  • Thank the contact for taking the time to answer your survey.

One of the functions of the automatic emails is to allow you to send a personal message to each contact as quickly and easily as possible.

⚙️ How to configure automatic emails ?

To set up this automatic email system, simply go to the Quorum web platform, then go to the "Communication" tab.

You will find yourself on the General communication settings of your space. You must then go to the Automatic Email tab.

(Quorum > Communication > Automatic Email)

 

The configuration of automatic emails is very simple and is done in only two steps:


Step 1:

📝 Write the “frame” of the email that will be sent

First, you must write the frame of the email that will be sent to the person who answered your survey or responded to an opportunity.

This frame includes:

  • The subject: the title of the message.
  • The body of the message: contains your introduction before the personalised messages.
  • The footer: generally contains legal information, information relating to the sender, and the unsubscription process. 

Remember to save your automatic email frame when finished! 💾


Step 2:

🖇 Activate automatic emails on a response to the survey or on next actions, or on status

Now go to the Organisation Settings tab.

 Activate automatic email on a survey 


Here, you will find all the questions and answers that you have created.

(Organisation settings > Survey)

In order to activate automatic email, simply click on the ✉️ icon.

(to be found on the line of your answers)

 Activate automatic email on a status 

Here, you will find all the statuses

(Organisation settings > Advanced Settings )

In order to activate automatic email, simply click on the ✉️ icon.

(to be found on the line of your answers)

Automatic emails on a next action

(Organisation settings > Advanced Settings )

In order to activate automatic email, simply click on the ✉️ icon.

(to be found on the line of your answers)


And Now ....

The pop-up that has just opened now allows you to activate and write the message associated with this response.

The preview on the right shows you what your email will look like. You will find the frame you wrote before (the body and the footer of the message) and the message associated with the reply, which you can now write!

👋 A few things before you go….

  • Contact’s email: To be able to send an email automatically, the member of your space must fill in the email address of the citizen that was met or questioned from the Quorum mobile app.
  • Sender's address: The address with which you send an automatic email is a "noreply" address: when a citizen receives the message, he will therefore not be able to reply to you. However, in the sending details, they can find the email address of the campaign referent in cc (carbon copy).
  • Types of responses On the survey, you can link an automatic email to 2 types of responses: multiple choice and single response.
  • Unsubscribing from automatic emails A contact who receives one or more automatic emails can unsubscribe from your email campaign at any time (they will therefore no longer receive any email from your space). Indeed, a notice for unsubscribing is automatically present on the footer of your email.
Did this answer your question?