Send surveys via Drip

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

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

If you use a mailing list in Drip 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 that are supported by Drip.

There are two ways to distribute your survey with Drip:

Step 1. Create your email survey

Click Create new survey and 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, Smiley scale, Rating scale, or a Net Promoter Score®. If you choose any other type of question as 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 to the Configure tab and pick Drip 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 receive email notifications or send the collected responses to apps you're using.

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 survey 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.

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

2. Go to the Drip email you want to use for the survey and choose Switch to Custom HTML while editing the template.

3. Paste the code you've copied from your Survicate survey, save the changes and schedule your email, and get ready to dive into your insights.

Best Practices

Send responses to Drip as lead fields or tags
You can enable Drip integration in the Connect section of your survey and pass your survey responses back to Drip profiles to rocket boost your email campaigns!

Collect more information about the respondents

When sending the survey via Drip, we'll automatically recognize the respondent's first & last name and email. You can also add any other Drip Objects to your survey link to assign additional data to the respondent profile.

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