Send surveys via Sharpspring

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

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

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

Use the Create new survey button, select Email or shareable link survey, and pick whether you'd like to use a ready template 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!

Step 3. Configure the survey settings

Once you are ready with your survey, head on to the Configure tab and pick SharpSpring 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 over to 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 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 Intercom email - 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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