You can use Survicate with Mailchimp to:
List aggregated contacts - as Mailchimp keeps your contacts in lists, each survey can send data to one list only;
Question level integration - for each survey question, you can decide if you want to send responses to a chosen property or not;
You can choose existing list fields or create new ones without leaving Survicate
Responses are sent in real-time;
You can use Survicate contact forms to create new leads in a Mailchimp list of your choice.
In this article, you will learn how to connect Mailchimp integration step-by-step on a survey level to send tags, update contact fields, and create notes or new contacts with the collected feedback.
📌 Before connecting the integration, make sure your respondents will be recognized. It's necessary to collect respondents' information in order to pass data to the correct Mailchimp contact.
Create your survey
You can send surveys via Mailchimp and collect answers from identified respondents.
The Mailchimp integration works with all survey types if the respondents are identified. See more in the Share your survey part.
In this guide, we'll show you how to create an Email or Shareable link survey and share it via Mailchimp.
If you'd like to connect the integration to another survey type, you can jump to the Connect your survey section.
Read on to learn more about how to create, configure, and set live your survey.
1. If you'd like to survey your customers via Mailchimp, you'll need to start by creating an Email or Shareable link survey.
Click on + Create new survey, select any creation method (a template, using AI survey creation, or adding your own questions), and the Email or Shareable link survey type:
For more in-depth instructions, check out this article.
2. In the Configure tab of the survey, select Mailchimp as the tool to identify respondents with:
Enable the Mailchimp integration
1. To enable Mailchimp integration, go to the Connect tab of your survey, find, and pick Mailchimp from the list of integrations.
2. Click the Connect button to set up the authorization.
3. A pop-up window will appear for you to sign in to your Mailchimp account, or create a new one:
If you don't see the pop-up window, you may need to allow pop-ups in your browser, please look for the settings in your browser URL bar, or use instructions for Chrome, Firefox, Opera, Edge, or Safari.
You will also be asked to grant Survicate permission in chosen areas (please read the notice that will appear, and click Continue if you agree).
💡 Please note that it's only possible to integrate one Survicate workspace with one Mailchimp workspace. If you'd like to run surveys in multiple Intercom instances, contact sales@survicate.com, or start a chat with us to purchase another Survicate workspace.
4. After authorization, you will be asked to pick the Mailchimp list to which you'd like to connect the survey and click Save:
You will be able to use a different list for each survey.
💡Tip: You can always change the list for the survey under Mailchimp integration settings.
5. High five! The integration is ready to use! See the features we offer for Mailchimp integration under the settings. We will discuss them in detail in the next paragraph.
Connect your survey to Mailchimp
In this section, we'll examine all the possible options and features that you can set up for each survey.
Update contact fields
Update contact fields
1. In your survey's Connect tab, move to the Settings of the Machimp integration and select Update contact fields.
2. Select the question you wish to update the fields from. To avoid flooding your Mailchimp user profiles with data, we enable you to decide on a question level whether or not to send responses to Mailchimp.
❗️Ranking and Matrix questions are not supported for the Mailchimp integration.
3. Select the Prospect field you want to integrate with from the list or add a new one by writing the name of the new field:
By default, Survicate is sending the content of an answer as the prospect field value, but you can change the label to make it shorter or to fit your data structure - click Edit mapping to modify these values:
📌Note: We send the values mapped based on the response group for the NPS® question. However, if you'd like to receive your numeric value, you can click on Edit mapping and enable the Send Answers as 0-10 values option.
4. You can connect more questions to your integration by clicking ➕Connect another question and applying the same steps.
Send tags
Send tags
1. Move on the Settings tab of Mailchimp Integration, and select Send tags:
2. Select the question you wish to pass the tags to Mailchimp.
📌 Please note that in case of text answer questions, it's not possible to send tags. Consider updating contact fields instead.
3. Assign tags to each answer using the tags field - you can use tags you already created or create new ones. You can assign multiple tags to your answers.
4. You can connect more questions to your integration by clicking ➕Connect another question and applying the same steps.
Create new contacts
Create new contacts
1. To create a new contact in Mailchimp from Survicate, add a contact form question to your survey with a required email field.
2. Under the Settings tab of Mailchimp Integration, select Create new contacts and choose the contact form.
3. Optionally, you can also enable double opt-in to ensure only respondents who want to become contacts are added to your Mailchimp audience:
Create notes
Create notes
You can add notes to your subscriber profiles based on their survey submission. Notes are not customizable and contain questions and answers.
1. Move to the Settings tab of Mailchimp Integration, and select Create notes:
2. Enable Send survey responses to your contacts as notes
3. Whenever your survey has a new response, this will appear on the contact profile as a new note.
Test the integration
Once you have your survey ready and integration set up, you can test it without leaving Survicate - click the Test Integration button next to any attribute, tag, or new contact setup that you've created. We will create a test user and send questions' answers in the format you selected.
You can view it by clicking See sample data:
You will be redirected to Survicate Dummy Contact. You should see Tags applied on the bottom of the profile, Contact fields filled with data, and a note with information about the question, answer, and survey you were testing:
Share your survey
After everything is set up in your survey, go to the Share tab and decide how to send your email survey.
The Mailchimp integration will work as long as respondents are identified!
1. If you created an Email or Shareable link survey, you can send it as a link or embed the first question in the email so that respondents start answering the survey right from the email.
Survey Link
Survey Link
Grab a link to your survey from the Copy Link button, and hide it behind a CTA button or a hyperlink.
Email Embed
Email Embed
Display your survey's first question directly in the email's body to allow starting the survey directly from the email. The respondents will then be redirected to a landing page to answer the rest of the survey.
1. Click Get email code, then copy the HTML code.
2. In Mailchimp, create a Campaign or Email you want to use for sending out the survey, pick Code from the drag&drop editor and drag it into your email's body.
❗️Replace the code with the one you've copied from your Survicate survey - you can do it by clicking on the code area and using shortcuts CTRL+A CTRL+V or Command+A Command+V on a Mac computer.
3. Choose your audience that will receive the survey, set your campaign live, and get ready to dive into your insights.
Once your email is ready, we recommend sending the survey to yourself or your colleagues to see what the survey experience will be like for your respondents and to see if all responses are captured as expected, along with user data.
Please remember that sending a preview/test email will result in anonymous responses.
To thoroughly test the experience and the integration, email an existing contact using the Set live option.
2. If you created a Website or in-product survey, learn how to identify respondents by passing their email with JavaScript. Then, launch the survey.
3. If you created a Mobile app survey, check here how to identify respondents by passing their email attribute to Survicate with the Mobile SDK. Then, launch the survey.
💡 Alternatively, in any survey type, use a Contact form question to ask respondents for their email address (and, optionally, other details). Make sure to place the Contact form before the questions mapped to Mailchimp fields.
❗️Please note that the integration won't work for anonymous responses.
🚀 Once you've got everything ready, set your message live, and get ready to dive into your insights.
Analyze your survey results
After collecting responses through your Mailchimp survey, it's time to look into the feedback and insights your respondents have shared. Survicate allows you to easily review results, statistics, and trends to take further action.
Keep on reading to see how feedback can be analyzed in Survicate, and in Mailchimp!
Feedback in Survicate
After your survey starts collecting responses, you will see them immediately in the Analyze tab of the survey.
The Analyze tab shows you Overall results with statistics and over-time data, as well as Individual responses, allowing you to examine each survey submission in detail.
You can check out our guide for an in-depth description of all the possibilities of the Analyze tab.
Feedback in the Insights Hub
💡 To obtain even more comprehensive feedback, we recommend syncing survey responses to the Insights Hub, where they will be automatically analyzed and categorized into Topics along with feedback from your other sources, such as:
insights from support chats,
online reviews,
call transcripts.
After you connect sources to the Hub, feedback will appear there in real-time and it will be automatically segmented into Insights, and categorized into Topics:
The Hub will categorize and analyze feedback from surveys, calls, and other sources, to:
automatically detect customer sentiment;
identify technical issues and bugs reported by users and segment them into Topics and actionable Insights;
understand your customers' needs and wants better.
You can also ask the Research Assistant to quickly and effectively find answers to all your questions. The responses are generated based on the feedback you integrated into the Insights Hub and the answers collected with surveys in your workspace.
Feedback in Mailchimp
If you chose to update contact fields with survey responses, assign tags, or create notes when a respondent submits their answer, you will see the survey data synced in real time. In Mailchimp, go to Audience and in the Contacts list, you will already see a few attributes and Tags from the main view:
Open a respondent's profile. All data sent from Survicate will be visible right away:
attributes under Contact information,
Tags in their dedicated space,
survey answers in the Overview and Notes tabs:
Want to learn how to make the most of survey data in Mailchimp? Jump to the Best practices section 🚀
Best practices
🚀 We prepared ideas and examples to help you make the most of the Survicate - Mailchimp integration.
Feel free to try any of the below use cases!
Automate your NPS surveys with ActiveCampaign
Use the Mailchimp Campaigns option to configure an automatic distribution of your NPS surveys at defined time intervals.
Measuring NPS periodically is crucial to check how the score changes over time and to act on feedback regularly.
Find out how to set up such an automation with Survicate surveys here.
Add a survey to your Mailchimp newsletter
By including a survey in your Mailchimp newsletter campaigns, you can better track client satisfaction levels and address any feedback from customers.
Including it in a regularly sent newsletter increases the chances of a higher response rate!
Check out this guide for step-by-step instructions.
Send an after-purchase survey via Mailchimp
A survey you send in a Mailchimp email after purchase can inquire about product quality, shipping, or customer support. The answers will help you identify areas for improvement and increase customer satisfaction.
Learn how to set it up here.
Recall your Mailchimp contacts’ attributes
Personalize your survey and increase the response rate by recalling respondent traits, such as first name, job title, or last purchase information.
With our recalling attributes feature, you can do it automatically without creating a separate survey for each respondent!
Check out this guide for step-by-step instructions.
Schedule follow-up communication with unhappy customers
Use the Mailchimp integration to follow up with respondents who left negative feedback quickly.
Following up with unhappy customers can help you reduce churn, learn about their pain points, and form long-lasting relationships.
Learn how to use Mailchimp automations to set it up here.
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For even more use case ideas, go here 📚
FAQ
How can I collect contacts' information other than first name, last name, and email?
How can I collect contacts' information other than first name, last name, and email?
You can add merge tags to your survey link if you want to collect particular Mailchimp contact properties (other than first name, last name, and email). For instance, you would like to collect the phone numbers of your respondents. To do so, you need to copy the survey URL from the Share tab and add appropriate merge tags to the URL.
Merge tags fetch respondent data such as phone numbers. Each tool has its own merge tag, so could you make sure you're using the right one? In our case, the merge tag is phone=*|PHONE|*.
Once you add it, the link should look like this:
https://survey.survicate.com/surveyId/?p=mailchimp&first_name=*|FNAME|*&last_name=*|LNAME|*&email=*|EMAIL|*&phone=*|PHONE|*
💡In such a case, before releasing your survey emails, make sure your Mailchimp contacts base contains the information you want to appear in Survicate.
Can I use the integration on the Survicate Free Account and Free Trial?
Can I use the integration on the Survicate Free Account and Free Trial?
Feel free to connect your account with Mailchimp and test our integration on the Free trial and then on the Free plan.
❗️On the Free Trial and Free Plan, you are allowed to collect up to 25 responses per month. Once you reach this limit, your surveys will no longer collect responses. Check out our Pricing page for more information.
I can see fake responses to my email survey
I can see fake responses to my email survey
If you're sending your survey via email, you can see irrelevant or fake responses to your survey. This is because the anti-spam filters tend to go through some of the emails you send and check the content. Such security checks can result in fake/irrelevant responses.
To prevent it, make sure to enable the Email answers confirmation feature in your survey:
This will keep your surveys safe from redundant replies. We described it in more details here.
📞 If you have any questions on setting up Mailchimp integration - 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.