With Survicate, you can create email surveys to send them via Marketo.
If you use a mailing list in Marketo 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 Marketo.
There are two ways to distribute your survey with Marketo:
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, build a survey with AI, or start from scratch:
Continue building your survey with this guide.
❗️Please Remember! If you want to embed your survey in an email, the first question of your survey needs to be either a Welcome message, Single choice, 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 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 3. Configure the survey settings
Once you are ready with your survey, head to Launch ➡️ Identify respondents and pick Marketo as the distribution tool:
In the Launch tab, you can also enable other options, such as retaking, end date, or expiration date. Read more here.
Step 4. (Optional) Set up integrations for your email survey
In the Connect tab, you can enable Marketo integration or connect any other tool you use to send the collected responses to your apps.
Step 5. Share your survey
Head over to Launch ➡️ Share and decide how you'd like to send your survey.
Direct link
Grab a link to your survey, and hide it behind a CTA button or hyperlink:
Launch in an email
Display its first question directly in the email's body, and start the survey directly from the email. The respondents will then be redirected to a landing page to answer the rest of the survey.
1. In the Email embed section, click Get email code, then copy the HTML code.
2. Go to your Marketo email and paste the HTML using Marketo rules of email creation:
Select your email and click Edit Draft and Edit Code.
Make needed changes. Click Save when done.
Click the Code Actions drop-down to download the code as a .html file, inline your CSS, or validate the HTML.
❗️ The best practice for emails is to make all your styles inline. Several email clients don't support CSS within the <head> section.
Best practices
Send responses to Marketo profiles as tags or attributes
You can enable Marketo integration in the Connect tab of your survey and
Update lead fields or Create new leads.
Collect information about the respondents
When sending the survey via Marketo, we'll automatically recognize the respondent's first & last name, email and lead_id. You can also add any other Marketo attributes to your survey link to identify the respondents with this data.
📞 If you have any questions about sending a survey via Marketo - 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.