With Survicate, you can create email surveys to send them via HubSpot.

If you use marketing emails in HubSpot to distribute your surveys, we automatically capture subscribers' first & last name and email address information - so you'll know who responded to your survey! You'll be able to filter survey results by these attributes, too. You can also add any attributes to your survey link supported by Hubspot or connect HubSpot integration to update your contact fields.

Remember: Due to HubSpot's restriction on personalization tokens, we can only automatically grab respondent information for HubSpot Marketing Hub users and surveys sent from HubSpot Marketing Emails. For other plans and other email types (such as one-to-one emails sent from the contact record view), please make sure to include a contact form question as required to identify your respondents!

There are two ways to distribute your survey with HubSpot:

  1. Hide the survey link behind a CTA button, or hyperlink

  2. Embed the first question into HubSpot email to boost your response rate

Step 1. Create an email survey

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 or start from scratch. Build your survey by adding your questions and applying survey logic.

❗️Please remember, if you want to embed your survey into an email, the first question of your survey needs to be either a welcome message, single choice, a smiley scale, rating scale, or a Net Promoter Score. If you choose any other type of question as to the first one, we will only provide you with the link to your survey.

Step 2. Design your survey experience

Customize your survey page in the Design tab by adding your company logo or changing colours. Make your surveys entirely branded as your own!

You can also enable navigation, progress bar, email answers confirmation, or modify the survey's messages in the Settings.

Step 3. Configure the survey settings

Once you are ready with your survey, head on to the Configure tab and pick HubSpot as the distribution tool under 'Identify respondents with'.

Under the Configure tab, you can also enable other options, such as multiple responses.

Step 4. Set up integrations for your email survey

Enable HubSpot integration or connect any other tool you use. With this option, you can send the collected responses to the apps you're using.

Step 5. Share your survey

Head over to the Share tab and decide how you'd like to send your survey.

  • Direct link

Grab a link to your survey from the Copy Link button, and hide it behind a CTA button or a hyperlink.

❗️Please note that HubSpot is not supporting merge tags in the CTA button. To hide a link behind the button, use the one from Drag and Drop Editor and change it from CTA to URL.

  • Launch in an email

Display your survey's first question directly in the email's body to allow starting the survey directly from the email. The respondents will then be redirected to a landing page to answer the rest of the survey.

1. Click Get your code, then copy the HTML code.

2. Go to Marketing > Emails in HubSpot, and click "Create email"

3. You can select a regular or an automated email. Select the template you'd like to use in the template library.

4. From the drag&drop editor options, find the HTML - Email option under the More button:

💡Tip: If you don't see this module, you might need to install it from HubSpot Marketplace. You can find it here.

5. Drop this module into your email and paste the HTML code you've grabbed in the first step to the left area. Make sure to delete the existing content in the area before pasting your code:

📌 Note: On this step, HubSpot may prompt a warning message regarding external style sheets. Our code works with all major email clients, and this message doesn't indicate a problem with responding to the survey.

Troubleshooting

I'm sending my survey via HubSpot, but respondent information (name and email) are not coming through?

If you have picked HubSpot as a distribution platform, we automatically generate software-aware URL to collect respondent information. If you are experiencing responses coming as anonymous or information looking distorted (such as {{FIRST.NAME}} instead of respondent's name), please re-check which communication option you are using in HubSpot to send the survey.

Due to HubSpot's limitation in personalization tokens, it's impossible to capture respondent information when the email is sent via one-to-one email communication (contact record view). Please try using Marketing Emails to send surveys instead. Also, please note that it's not possible to collect respondent information from emails that are sent via a test function.

Best practices

Send responses to HubSpot profiles as tags or attributes
We strongly recommend combining your email survey with our Hubspot integration to rocket boost your email campaigns! You can enable HubSpot integration in the Connect section of your survey and tag your contacts or update contact fields based on their responses to the survey, create new contacts or notes.

Collect information about the respondents

When sending the survey via HubSpot, we'll automatically recognize the respondent's first & last name and email. You can also add any other HubSpot attributes to your survey link to identify the respondents with this data.

Automate quarterly NPS surveys with HubSpot
Use the HubSpot Email Marketing Workflow option to configure an automatic distribution of your NPS surveys at defined time intervals.

📞 If you have any questions about sending a survey via HubSpot - feel free to reach out to our team via chat or email: support@survicate.com

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