How to configure Email Questionnaire to send questionnaire and collect responses?

Configure EQ to get replies from Gmail POP or IMAP Server

Step 1: Use your Gmail account to send questionnaires

Please follow the instructions below to complete smtp configuration.

1. Click Options item in Tools menu
2. In Outgoing Mail tab, select "Use SMTP Server".
3. Enter "smtp.gmail.com" as the Server.
4. Enter 465 as the Server Port.
5. Check on the "Server Needs Authentication".
6. Enter your full email address (including @gmail.com or @your_domain.com) and password.
7. Check on the "This server requires a secure connection."

Step 2: Make sure that you have enable POP or IMAP in Gmail.

Login Gmail with your email account. After that, click "Settings" in the upper-right of the webpage. Then switch to "Forwarding and POP/IMAP" tab to enable POP or IMAP.

Step 3: Retrieve replies from Gmail POP or IMAP server

Please follow the instructions below to complete incoming mail settings.

1. Click Options item in Tools menu
2. In Incoming Mail tab, only select "Enable POP3/IMAP Access".
3. If POP3 is selected, enter pop.gmail.com as Host and 995 as the Server Port.
4. If IMAP is selected, enter imap.gmail.com as Host and Enter 993 as the Server Port.
5. Enter your full email address (including @gmail.com or @your_domain.com) and password.
6. Enter how often to poll the server for replies, ex. 60 seconds.
7. Check on the "This server requires a secure connection."

Configure EQ to get replies from Outlook

Step 1: Use the existing mail server to send questionnaires

In Outgoing Mail tab, you can select the default Exchange Server or the SMTP server to send questionnaires.

Step 2: Make sure that "Email Questionnaire" add-in button is shown in the toolbar of your Outlook

Step 3: Retrieve replies from your Outlook

Please follow the instructions below to collect replies.

1. Click Options item in Tools menu
2. In Incoming Mail tab, check "Enable Outlook Add-in" and disable all other items.
3. Invoke your Outlook and retrieve the emails from the account specified as the "Sender Email Address" (set in Outgoing Mail tab).
4. Outlook "Email Questionnaire" add-in would automatically copy the content of the questionnaire replies into EQ and move them to the deleted folder.