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Send surveys via ActiveCampaign

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

Written by Agnieszka

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 two different ways:

Step 1. Create your 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.

❗️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

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. Choose the distribution tool

Once you are ready with your survey, head to Launch ➡️ Identify respondents and pick ActiveCampaign as the distribution tool to receive responses assigned to the precise customer:

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 survey

In the Connect tab, you can enable ActiveCampaign 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, head over to Launch ➡️ Share and decide if you want to use a direct link or HTML code in your email template.

Direct link

Copy the survey link and paste it behind a CTA button or hyperlink.

Launch in an email

Your respondents will be able to answer the first question from the email, and then they'll be redirected to a landing page to take the rest of the survey.

1. In the Email embed section, click Get email 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.
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​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: 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.

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