Send surveys via ActiveCampaign

How to distribute surveys through Active Campaign with CTA button, hyperlink or embedded inside a message

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

If you use a mailing list in ActiveCampaign to distribute your surveys, we can automatically capture subscribers' full names and email addresses - so you'll know who responded to your survey! You'll be able to filter survey results by these attributes or send survey responses to contact profiles. Remember to enable Active Campaign Integration if you want to collect your answers directly in the contact fields.

You can distribute your survey with Active Campaign in different ways:

Step 1. Create your email survey

Go to Create new survey from the main dashboard and select Email or shareable link survey. 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.

❗️Remember! If you want to embed your survey in 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 as to the first one, we will only provide you with the link to your survey.

Step 2. Customize your design and survey experience

You can adjust the theme and email template in the Design tab by adding your company logo, changing colors, and adjusting survey messages. Make your surveys entirely branded as your own!

Step 3. Choose the distribution tool

Once you are ready with your survey, head on to the Configure tab and pick ActiveCampaign under 'Identify respondents with' to receive responses assigned to the precise customer.

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

Step 4. Set up integrations for your survey

You can enable Active Campaign integration to update your contact fields, assign tags, or create new contacts if your survey contains a Contact form.

Step 5. Send out your email survey

If your setup is ready, you can move to the Share tab and decide if you want to use a direct link or HTML code in your email template.

  • Direct link

Choose the Copy Link button and paste it behind a CTA button or hyperlink.

  • Launch in an email

Your respondents will be able to answer the first question now from the Email, and then they'll 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 the ActiveCampaign email you want to use for the survey and pick HTML Block from the drag&drop editor.

3. Choose Click here to add HTML and paste the code in the pop-up window.

4. Finish editing your email and move to a summary by clicking Next in the top right corner.

5. Add the email subject, contact list, and send your email to dive into your insights 🚀

📞 If you have any questions about sending a survey via ActiveCampaign - 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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