As results come in, your analysis is ready! The Omni canvas provides a go-to dashboard to review your report, and it’s easy to share with key team members. Rather than downloading and sending static content over and over again, send a dynamic link that updates automatically with the latest information.
- To share your canvas via email, click on the email icon in the top-right corner of the canvas.
- Fill in the following details:
- Sender Name: Enter the sender’s name. By default, this value will be the name on the account.
- Sender Email: By default, this address will use SoGoSurvey’s mail servers. We recommend you use this default address, as editing this field may cause delivery issues or classification as spam. To change the Sender Email, you will need to verify your email address.
- Reply-to Email: By default, this will be your account email address, but it can be edited to your preferred address for this survey.
- Subject: Add a subject line that is clear and simple. The maximum character limit for this field is 250.
- To: Enter up to 10 email addresses that should receive the report canvas.
- Add a logo to the email content, if you wish.
- Select Show Export to show export options in the report generated
- Enter any content that should be included.
- Choose when to expire the report link delivered. By default, all emailed report are set to expire in 30 days.
- Apply any required color customization.
- Click Continue, preview the email, and send!