If you use a mailing list in SharpSpring 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 SharpSpring.
There are two ways to distribute your survey with SharpSpring:
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 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 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 SharpSpring 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 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.
1. In the Email embed section, click Get email code, then copy the HTML code.
2. Go to your SharpSpring email and paste the HTML using SharpSpring rules of mail creation. How to add HTML to SharpSpring email.
Best practices
Send responses to Sharpspring with Zapier Integration
You can connect Sharpspring with Survicate via Zapier and pass your survey responses to Sharpspring user profiles.
Collect information about the respondents
When sending the survey via Sharpspring, we'll automatically recognize the respondent's first & last name and email. You can also add any other Sharpspring attributes to your survey link to identify the respondents with this data.
📞 If you have any questions about sending a survey via SharpSpring - 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.