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Mailing list settings for individual consultations

Eric -

Online survey consultations provide the option for respondents to opt-in to a mailing list once they have completed their response. This mailing list can be used to keep respondents informed about the progress of the consultation, for example when results are published.

This can either be implemented by using the standard mailing list function in Citizen Space where email addresses are stored separately from the main body of the respondents' consultation responses to maintain their anonymity. These email addresses can then be exported as a list to then be used with more dedicated email software. Or alternatively you can configure third party mailing list software to handle this for you.

Step 1

To enable this feature go to your consultation dashboard on the individual consultation, scroll down to the 'Mailing List' section and click on the 'Mailing List Settings' link. This section will also tell you if mailing list signups are currently enabled or disabled.

You can then enable mailing list sign-ups by ticking the box and customising the message which will appear next to it.

By enabling the 'mailing list' setting for an individual consultation, respondents are able to tick a box to opt into the mailing list for the specific consultation. They will have this option on the final page of the survey, the same page where they are invited to enter their email address if they would like to receive a PDF copy of their response for their records.

This is where they can also tick a box to opt into the mailing list for the consultation:

By checking this box, the respondent's email is added to the mailing list for this consultation.

 

Step 2

Once you are ready to contact the respondents who have signed up for the mailing list the first thing you need to do is to download the list of email signups. You are able to download the mailing list for that individual consultation from the consultation dashboard. This is available by selecting the 'Download Email Signups' link under the section labelled 'Mailing list'.

This downloads the list of email signups as a csv file. This csv file is the raw data for your email list. You will then need to use this list and import into a email application which you can use to email mass emails. One such solution is using a mail merge function with Microsoft Outlook.

The alternative is to use third party email list software to help you compile the list as well as managing the mass email process as well. If you choose to pursue this option, the setting up process will be different - this is set out below.

 

Using third party mail list software

It is important to note right from the start that Citizen Space supports the ability for you to use third party mail list software such as MailChimp and GovDelivery. As they are separate software programs, you'll need to set up an account separately with the selected company (i.e. Delib won't create an account for you.)

Here is an article which sets out some basics for using MailChimp; they have an extensive set of user manuals as well as dedicated support.

If you wish to use third party mailing list software then please get in touch with us and discuss with your account manager about turning the feature on. Once the feature is enabled, the mailing list settings on the consultation dashboard will be different as illustrated below.

You will need to make sure you have configured MailChimp appropriately to capture email addresses from your individual consultation and to compile an appropriate mailing list.  

 

Related articles 

See also: Email notifications in Citizen Space

Using MailChimp with Citizen Space

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