Surveying users via Intercom emails

How does it work?

📧 The first thing to know is that Survicate DOES NOT send email surveys to your users. Instead, you create a link survey with Survicate, but distribute it through Intercom using Intercom targeting rules. We use Intercom-aware links to identify respondents, and assign the answers to Intercom users as tags and attributes.🙌 Respondents get an email or a message with an invitation link or links representing different answers. Upon clicking on one of the links users are being redirected (new tab) to a landing page with 'Thank you' message or next questions.👍 We know exactly who answered a survey and record every single answer, even if they don't complete a survey.

If you want to keep your users in-app while they answer your survey, please consider using in-app surveys.

How to create an email survey?

Click on the big yellow New survey button on the left of your dashboard. Select Start from scratch > Send via email or link, pick Intercom as the distribution tool and name your survey

The first question needs to be either a single choice, a smiley scale or a Net Promoter Score if you want to embed it inside an email. If you choose any other type of question as the first one, we will only provide you with the link to a survey. You can hide the link under the call-to-action button, and all the data will be passed to Intercom as in case of embedded message.

How to hide survey invitation and answers behind CTA buttons

Customize the thank you / follow up question page in the design tab and go to Launch tab and click Get your survey. Then copy the HTML code.

Go yo tour Intercom email you want to use for the survey and in Write your message click Import HTML email in the bottom-left corner. Confirm selection in the dialog window.

 Replace the code with the one you've copied from your Survicate survey - you can do it by clicking on the dark area and use shortcuts CTRL+A CTRL+V

Enter the subject of your email in the field just above the dark code area ❗

Make sure that you’re compliant with Intercom’s rules for emails.

How to send responses to Intercom as tags or attributes? Check out this article.

💬 If you have any product related questions, please feel free to reach out to our team. We could send over the suitable content or arrange a 1:1 success call to help you out in no time. 📞

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