Send surveys via Mailchimp

How to distribute surveys via Mailchimp, send email surveys and NPS®

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

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

If you use a mailing list in Mailchimp to distribute your surveys, we automatically capture subscribers' first name, 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 or even add more attributes to your survey link supported by Mailchimp. Enable our native integration to send the responses to users' profiles in this tool and use them to plan future campaigns.

There are two ways to distribute your survey with Mailchimp:

Step 1. Create an email survey

Start by choosing to Create a new survey button. Select Email or shareable link survey, and pick whether you'd like to use a ready template, create a survey with AI, 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, a single choice, a smiley scale, a rating scale, or a Net Promoter Score. If you choose any other type of question 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 colors. Make your surveys entirely branded as your own!

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

Step 3. Configure the survey settings

Once ready with your survey, head to the Configure tab and pick Mailchimp 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 Mailchimp 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 to the Share tab and decide how you want 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.

  • 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 the Mailchimp email you want to use for sending out the survey, pick Code from the drag&drop editor and drag it into your email's body.

3. ❗️Replace the code with the one you've copied from your Survicate survey - you can do it by clicking on the code area and using shortcuts CTRL+A CTRL+V or Command+A Command+V on a Mac computer.

4. Choose your audience that will receive the survey, set your campaign live, and get ready to dive into your insights.

Best practices

Send responses to Mailchimp profiles as tags or attributes
You can enable Mailchimp integration and tag your contacts or update contact fields based on their responses to the survey, creating new contacts or notes.

Collect information about the respondents

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

Automate quarterly NPS surveys with Mailchimp
Use the Mailchimp Campaigns option to configure an automatic distribution of your NPS surveys at defined time intervals.

📞 If you have any questions about sending a survey via Mailchimp - feel free to reach out to our team via chat or email:

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.

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