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Mailing list settings for individual consultations

Eric -

Please note: while the written guidance in this article should be up to date, the screenshots may not be. Please bear with us. We’re carrying out work to update all the screenshots in the Knowledge Base for Citizen Space 7 and (hopefully) to automate the process for future. Thank you for your patience!

Online survey activities 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 activity, for example when results are published.

This can be implemented in two ways. You can use the standard mailing list function in Citizen Space, where email addresses are stored separately from the main body of the responses to maintain their anonymity. These email addresses can then be exported as a list to then be used with more dedicated email software. Alternatively, you can configure third party mailing list software to handle this for you.

Standard mailing list option

Step 1

To enable this feature go to the dashboard on the individual activity, 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.

Mailing list section on dashboard.

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

To enable mailing list sign-up tick box to enable and you can edit the default message.

By enabling the 'mailing list' setting for an individual activity, respondents are able to tick a box to opt into the mailing list for the specific activity. 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 activity:

Screenshot of what the respondents see when mailing list is enabled on the submit page. A tick box option to select to be added to mailing list.

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

 

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 activity from the dashboard. This is available by selecting the 'Download Email Signups' link under the section labelled 'Mailing list'.

Mailing list section of dashboard with option to Download mailing list.

This downloads the list of email signups as an .xlsx file. This .xlsx 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 dashboard will be different as illustrated below.

Mailing list section on dashboard with message indicating use of a third party supplier. In this case Mailchimp.

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

 

Related articles 

See also: Email notifications in Citizen Space

Using MailChimp with Citizen Space