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Manually Sending Experience Surveys
Manually Sending Experience Surveys

Learn how to send Experience Surveys via Direct Request, Bulk Invite, or shareable links

Updated this week

Overview

Not every Experience Survey needs to be sent automatically. RaveCapture supports multiple manual sending methods, making it easy to gather feedback at key moments in the customer journey—whether you're reaching out to a single customer or running a broad follow-up campaign.

This article covers how to send surveys manually using:

  • Direct Request

  • Bulk Invite (CSV Upload)

  • Shareable Survey Links & QR Codes

💡 Note: Surveys must be enabled before they can be sent manually.


Why Use Manual Sending?

Manual survey sends are flexible, fast, and available to all plan types. They allow you to:

  • Send surveys outside of automated flows

  • Re-engage past customers with new survey formats

  • Target specific audiences without using triggers

  • Collect feedback from events, campaigns, or QR codes


📩 1. Send a Direct Request (Single Customer)

Where to Find It:

  • Go to My Campaigns > Experience Surveys

  • Click the three-dot menu (•••) next to your desired survey

  • Select "Send Direct Request"

What You’ll Need:

  • Customer Name

  • Customer Email

Behavior:

  • Sends a unique email with a personalized link

  • Automatically pre-fills customer information in the survey

  • Survey response will appear in the moderation queue

  • Source is recorded as “Direct Request” in analytics


📊 2. Send a Bulk Invite (CSV Upload)

Where to Find It:

  • Go to My Campaigns > Experience Surveys

  • Click the three-dot menu (•••) next to your survey

  • Select "Send Bulk Invite"

Upload Requirements:

  • CSV file with up to 1,000 rows

  • Required columns:

    • Customer Name

    • Customer Email

  • Optional for product-type surveys:

    • Product ID or SKU (used to associate a product)

Behavior:

  • Emails send within ~30 minutes of successful upload

  • If the CSV contains formatting errors, the entire upload is rejected

  • The system does not partially send malformed files

  • Survey responses are logged with a source of “Bulk Invite”

  • The email content is configured on the Bulk Invite page, not in the survey builder

⚠️ If using product-type surveys, make sure product IDs or SKUs match existing catalog entries.


🔗 3. Use a Shareable Survey Link or QR Code

Where to Find It:

  • Go to Survey Builder > General Tab > Main Subtab

  • Copy the Survey URL or download the QR Code

How to Use It:

  • Embed in post-purchase flows or SMS campaigns

  • Add to social media, newsletters, or landing pages

  • Print on packaging, inserts, or physical signage

Link Behavior:

Scenario

What Happens

Survey is enabled

Link works normally, customer can complete the survey

Survey is disabled

Customer sees a disabled message or redirect (if configured)

Link shared manually

Name and email are not pre-filled

Want to capture identity?

Add Customer Information questions to the survey


📥 Name & Email Capture Logic

Sending Method

Name & Email Auto-Filled?

Direct Request

✅ Yes

Bulk Invite

✅ Yes

Trigger-based (Enterprise)

✅ Yes

Manual Link or QR Code

❌ No (add Customer Info question to collect)


🌐 Multi-Language Support Notes

  • Survey links and content do not auto-adjust based on browser language

  • Language is controlled manually through the email template

    • For automatic sends: configure in Emails Tab

    • For bulk sends: configure in the Bulk Invite page

  • There is no dynamic language logic for survey questions or system UI


🧠 Best Practices

  • Always enable your survey before sending (manual or automated)

  • ✅ Use Bulk Invites to re-engage larger audiences or past purchasers

  • ✅ Add Customer Information questions when using links or QR codes

  • ✅ Segment survey types and use Product Tags to avoid overlap

  • ✅ Use Direct Requests for personal outreach or high-value feedback


Have a question about customizing your Experience Surveys? Please contact our support team via the Live Chat icon on the bottom right or via email at support@ravecapture.com

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