Send surveys via SendGrid

How to distribute surveys via SendGrid, send in-message surveys and NPS®

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

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

If you use a mailing list in SendGrid to distribute your surveys, we automatically capture subscribers' 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 Sendgrid.

There are two ways to distribute your survey with SendGrid:

Step 1. Create an email survey

Create your survey from the 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. Now, build your survey by adding your questions and applying survey logic.

❗️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, a smiley 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 and changing colors. Make your surveys entirely branded as your own!

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

Step 3. Configure the survey settings

Once you are ready with your survey, head on to the Configure tab and pick SendGrid as the distribution tool under 'Identify respondents with':

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

Step 4. Set up integrations for your email survey

Enable chosen Integrations to send the responses collected to apps you're using or enable email notifications.

Step 5. Share your survey

Head to the Share tab and decide how you'd like 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 hyperlink.

  • Launch in an email

Display its first question directly in the email's body, and start the survey directly from the email. They'll then be redirected to a landing page to take the rest of the survey.

Step 1. Click Get your code, then copy the HTML code.

Step 2. Go to the Sendgrid email you want to use for the survey and pick Code from the drag&drop editor.

Step 3. Paste the code from the Survicate dashboard - you can do it by clicking on the code area and using shortcuts CTRL+A CTRL+V.

Step 4. Save the changes with the Update button, send your email, and get ready to dive into your insights.

If you are using SendGrid's legacy templates, please note that we don't support old-style substitution tags. Therefore, if you send your survey with legacy templates, you need to alter your survey URL to identify your respondents.

Please change the merge tag (substitution tag) in your survey URL from {{email}} to [%email%]. Your survey URL should look like this:[%email%]

More information can be found in the SendGrid documentation.

Best Practices

Send follow-up emails with Zapier integration

You can connect SendGrid and Survicate via Zapier to trigger new emails when someone answers or completes your survey.

Collect information about the respondents

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

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

Did this answer your question?