CXP allows you to easily visualize how your Survey is distributed via email. This gives you full transparency into your current configuration, including whether invitations are sent manually or automatically and whether reminders are enabled.
You can access and visualize the email distribution settings in three different places within CXP.
Where to visualize email distribution settings
You can view your Survey email distribution configuration in the following locations:
1. Survey Overview
In the Survey overview, you will see:
A column displaying the available public channels.
A column for the email distribution channel, where the current distribution settings are shown.
This view allows you to quickly compare distribution methods across multiple Surveys.
2. Entity Distribution Drawer
You can also access distribution settings from the Entity distribution drawer.
By clicking on a specific Entity distribution button, the email distribution configuration will appear. This is useful when reviewing how a particular Entity is configured within a broader Survey setup.
3. Survey Editor (Organization Admins Only)
Organization admins can also visualize the configuration directly in the Survey editor.
To access it:
Go to the Survey overview.
Click Edit on the specific Survey.
Scroll below the public distribution settings.
Locate the email distribution section.
Here, you can review how your Survey invitations are configured.
Email distribution configuration details
Within the email distribution section, you will see the following settings:
Manual Distribution
This option indicates whether guest data can be manually uploaded to send the Survey. When enabled, guest contact data can be uploaded manually to trigger Survey invitations. Learn How to upload guest data
Automatic Distribution
Surveys have automatic distribution when guest data comes from a PMS or SFTP integration. To set up your guest data integration, please contact customer support at service@trustyou.net.
The Automatic distribution toggle shows the current state of this channel:
- Toggle OFF: No additional options are displayed.
- Toggle ON: A Feedback type dropdown is displayed, along with additional fields depending on the selected type.
Feedback Type
When automatic distribution is ON, the Feedback type indicates the purpose of the Survey. The possible values and their descriptions are:
| Feedback type | Description |
|---|---|
| Post-Stay | Guest has already checked out |
| F&B | Feedback for restaurants or bars |
| MICE | Feedback for meetings, incentives, conferences and exhibitions |
| Pre-Stay | Feedback collected before guest check-in |
| On-Stay | Feedback collected during guest stay |
| Spa | Feedback for spa services |
Send Survey After Departure
Visible for: Post-Stay
Shows how many hours after the guest's departure date the Survey invitation is sent. This timing ensures that guests receive the Survey while their experience is still fresh.
Email Reminders
Visible for: Post-Stay, F&B, MICE
Indicates whether reminder emails are sent to guests who have not completed the Survey. When enabled, guests who do not respond to the initial invitation receive a follow-up reminder.
Reminder Timing
Visible for: Post-Stay, F&B, MICE — only shown when Email Reminders is ON
Shows how many days after the initial invitation the reminder email is sent. Adjusting reminder timing helps optimize engagement and supports a higher Response Rate.