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 that are supported by Hubspot.

We also record every single answer, even if they don't complete a survey.👍

❗❗ Remember: Due to Hubspot's restriction on personalization tokens, we are only able to automatically grab respondent information for Hubspot Marketing Hub users, and surveys send 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 in order to identify your respondents!

There are two ways to distribute your survey with Hubspot:

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

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

Here’s how to set it up:

Step 1. Create your survey from the New survey+ button. Select Email or shareable link survey, and pick whether you'd like to use a ready template or start from scratch. Now, build your survey by adding your questions, and applying survey logic.

❗️But Remember! If you want to embed your survey in an email, the first question of your survey needs to be either a 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. Customize your survey page in the design tab, by adding your company logo, and changing colors. Make your surveys entirely branded as your own!
Under the settings tab, you can enable other options like multiple responses.

Step 3: Once you are ready with your survey, head on to the Configure tab and pick Hubspot as the distribution tool under 'Identify respondents':

Step 4. Head over to Share tab and decide how you'd like to send your survey.

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

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

2️⃣ Launch in an email

Display its first question directly in the email's body, and start the survey directly from the email. They'll then be redirected to a landing page to take 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 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 to 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 my prompt a warning message regarding the code, please disregard it. Our code works with all major email clients, and this message doesn't indicate a problem with responding to the survey.

Once you've got everything ready, send your email, and get ready to dive into your insights 🚀

📢 We strongly recommend combining it with our Hubspot integration, to rocket boost your email campaigns!

Troubleshoot 🔧

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

If you have picked Hubspot as 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 not possible 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's sent via a test function.

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