Send surveys via ZohoCampaign

How to distribute surveys via Zoho Campaign, 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 ZohoCampaign.

If you use a mailing list in ZohoCampaign 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 supported by ZohoCampaign.

There are two ways to distribute your survey with ZohoCampaign:

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, a single choice, a smiley scale, a rating 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 ZohoCampaign as the distribution tool under 'Identify respondents with':

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

Step 4. Enable integrations

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

Step 5. Share your survey

Head to the Share tab and decide how you want 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 your ZohoCampaign emails and pick the HTML editor.

For more information, please visit ZohoCampaigns help center.

Step 3. Replace the code with the one you've copied from your Survicate survey.

Step 4. Send your email, and get ready to dive into your insights.

Best practices

Collect information about the respondents

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

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