If you use Iterable to contact your customers, you can also integrate it with Survicate to distribute your surveys. This way, we can automatically capture customers' email address information, so you'll know who responded to your survey!
Read on to learn:
how to create, configure, and send a survey via Iterable,
what survey distribution options Iterable offers,
how to sync survey responses to Iterable user profiles.
Step 1. Create a survey
If you'd like to survey your customers via Iterable, you'll need to start by creating an Email or Shareable link survey.
1. Start by choosing the Create new survey button. Select Email or shareable link survey, and pick whether you'd like to use a ready template, build a survey with AI, or start from scratch:
For more in-depth instructions, check out this article.
2. Head to Launch ➡️ Identify respondents and pick Iterable as the distribution tool:
This step is important if you wish to collect identified responses and use the Iterable integration.
3. Customize your survey page in the Theme tab by adding your company logo or changing colors. Make your surveys entirely branded as your own!
In Settings, you can also enable navigation, a progress bar, or the email answer confirmation feature. In the Texts tab, you can modify the survey's messages.
Step 2. Send out your survey
After everything is set up in your survey, head over to Launch ➡️ Share and decide how to send your email survey. There are two options: you can send your survey as a link or embed the first question in the email so that respondents start answering the survey right from the email.
Survey Link
Survey Link
Grab a link to your survey:
Hide the survey link in a hyperlink in your Iterable Email Campaign:
Or add it as a button:
Add your Audience, set up the Delivery, and your campaign is ready to be sent!
Email Embed
Email Embed
Display the first question directly in the email's body to start the survey from the email. Respondents will be redirected to a landing page to take the rest of the survey.
1. In the Email embed section, click Get email code and then copy the HTML code:
2. Go to the Iterable campaign you want to use for the survey. The survey can be added via all three editor types.
💡 For the longer scales, such as the 1-10 NPS® scale, we recommend using the Side by Side method - it's less likely to divide the scale into two lines.
Drag and Drop
Drag and Drop
For the Drag and Drop, add a HTML block to your survey, and paste the code from Launch ➡️ Share to the HTML Properties field:
WYSIWYG
WYSIWYG
For the WYSIWYG, you have to create a snippet first, in Content ➡️ Snippets:
and then add the snippet to your WYSIWYG template:
Side by Side
Side by Side
For the Side by Side method, you have to add the copied HTML to your HTML email template manually:
3. Add your Audience, set up the Delivery, and your campaign is ready to be sent!
Once your email is ready, we recommend sending the survey to yourself or your colleagues to see what the survey experience will be like for your respondents and to see if all responses and user data are captured as expected.
Please remember that sending a preview/test email will result in anonymous responses.
🚀 Once you've got everything ready, set your email live, and get ready to dive into your insights.
Step 2. (Optional) Enable the Iterable integration
In the Connect tab, you can integrate the survey with any tool you use.
The Iterable—Survicate integration lets you sync respondents' feedback directly to Iterable User fields and send survey responses as custom events.
We described the integration and how to set it up in detail here.
📞 If you have any questions about setting up Iterable integration - feel free to reach out to our team via chat or email: support@survicate.com.
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.