With Survicate, you can create email surveys to send via Salesforce Marketing Cloud Account Engagement (Pardot). If you use a mailing list in Salesforce Marketing Cloud Account Engagement 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 Salesforce Marketing Cloud Account Engagement.

There are two ways to distribute your survey with Salesforce Marketing Cloud Account Engagement:

Start by choosing Create 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.
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❗️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.

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.

Once ready with your survey, head on to the Configure tab and pick Salesforce Marketing Cloud Account Engagement (Pardot) as the distribution tool under 'Identify respondents with'.

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

Enable the Salesforce Marketing Cloud Account Engagement integration or connect any other tool you use. With this option, you can send the collected responses to your apps.

Head to the 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 CTA button or a hyperlink.

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 Salesforce Marketing Cloud Account Engagement and create a new email, choosing HTML and Text option:

3. Go to the HTML view of your survey and paste the code into the email's HTML:

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

By default in the Share tab, we provide a link with Salesforce Marketing Cloud Account Engagement Handlebars merge fields with curly brackets, for example {{Recipient.FirstName}}.

Some accounts in Salesforce Marketing Cloud Account Engagement use another, the older format of merge tags - variable tags with %% signs instead, for example, %%first_name%%.

When using our link to the survey or HTML code to use in your email, you may see an error in Salesforce Marketing Cloud Account Engagement's email builder:

In this case, please replace curly brackets with %% manually or upgrade your Salesforce Marketing Cloud Account Engagement account to Handlebars Merge Language.

You can find more information at the Salesforce Marketing Cloud Account Engagement Help Center or contact Salesforce Marketing Cloud Account Engagement Support for more info.

Send survey responses to Salesforce Marketing Cloud Account Engagement prospects' fields
You can enable Salesforce Marketing Cloud Account Engagement integration and send responses to a chosen prospect's custom and default fields and generate new leads in Salesforce Marketing Cloud Account Engagement.

Collect information about the respondents

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