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Creating and Accessing Surveys in Email Marketing

How do you create or access surveys in Email Marketing? The Survey Creator is available for creating surveys or polls and sending them to subscribers. It is found in Club Caddie’s Email Marketing area under Tools → Survey Creator.

How do you create a survey?

To create a survey:

  1. Open Tools → Survey Creator in Club Caddie.
  2. Select Create Survey.
  3. Enter the survey name.
  4. Set the active start and end dates and times.
  5. Save the survey.

How do you edit survey questions later?

To update questions after a survey is created:

  1. Open Survey Creator.
  2. Select the survey you want to edit.
  3. Choose Edit Survey Questions.

What if the Tools menu is not visible?

If Tools is not shown, first confirm that you are logged into the Email Marketing area and not only the main register or tee-sheet screen.

If the menu is still missing:

  • Ask a facility administrator to review the user role permissions.
  • Permission settings can control whether tools are available to a role.
  • If you are an administrator and the menu is still unavailable, contact Club Caddie Support to verify feature and account access.

Is there a separate survey option when creating a new campaign?

When creating a new campaign in Email Marketing, the available choices are:

  • A regular email campaign
  • An A/B test campaign

There is no separate survey option in the campaign creation menu. A survey may be built into a regular campaign, such as by adding a survey link or form inside the email.

What should you check if you already have a survey draft saved?

If a draft is already saved, open it to review how it was built. It may be a regular campaign created with survey content inside it, and you can copy that approach for a new campaign.