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
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 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 for 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 SendGrid 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, enable chosen integrations to send the collected responses to the apps you're using or set up email notifications.
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 the survey's first question directly in the email's body. The user will answer the first question in the message, then be redirected to a landing page to complete the rest of the survey.
1. In the Email embed section, click Get email code, then copy the HTML code.
2. Go to the Sendgrid email you want to use for the survey and pick Code from the drag&drop editor.
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.
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:
https://survey.survicate.com/surveyId/?sendgrid&email=[%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: 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.