Link or email surveys enable you to survey your audience with email or share the URL of the survey anywhere.
You can embed surveys directly in an email, or share the survey link with your email subscribers. Get surveys sent out using the most popular email marketing automation/CRM software, like Salesforce, HubSpot, Intercom, and many more, and automatically identify your respondents.
- Embed the first question in an email to boost the response rate
- Share a link to your survey with your audience anywhere
- Associate responses with your subscribers and keep track of all survey-related activity in almost any software of your choice
This article will guide you through the first steps of creating your email survey.
Table of contents:
Create a survey to send via an email
Step 1. When you log in to your account, you'll see the panel where you can view all surveys you’ve created - both active and inactive. To create a new survey click on Add New Survey +.
Step 2. Now you get to decide whether you'd like to 1️⃣ choose from some ready-to-use surveys or 2️⃣create a survey of your own.
1️⃣ If you select a template, don't forget to pick e-mail or link survey as the distribution channel:
2️⃣ To guide you through creating a survey, we are going to create a survey from scratch. To create an email or link survey, select email or shareable link, pick your provider, and name the survey.
📌A provider is an application you'll use to get surveys sent out. Select the software you normally work with and use to carry out your marketing operations. We'll automatically generate a software-aware link. Any response received will then be associated with the right subscribers (respondents).
💡Tip: If you'd like to send out a survey via unsupported software - like Gmail, Outlook - select the shareable link option. Shareable link survey responses are collected as anonymous by default, but you might still be able to view responses along with respondents' contact details. Read on this article to learn how.
Step 3. Start by adding your first question by selecting one of the question types
You can change the copy of your question by clicking the copy bar, you can also include an introductory text by clicking "add introduction"
💡 Tip: You can easily duplicate or delete a question by clicking the three-dot(...) icon:
💡 Tip: You can make a question mandatory under the settings tab:
Setting up Survey logic
Step 4: Once you've added your questions, move on to setting up survey logic for a personalized survey experience. First, make sure to add all the questions you wish to ask your audience.
Head on to the question you'd like to set survey logic and move to the LOGIC tab. Here, select the relevant questions you'd like to show your respondents based on their response.
💡Tip: You can insert a question directly to a point in the survey by clicking the yellow ➕ button in between the questions:
Add a thank you page
Step 5: To finalize your survey, you might want to have a thank you screen. To add a thank you screen, select "Thank you screen" from the questions menu, and type in your message.
Under the settings tab of the thank you screen, you can select a custom call to action to finalize your survey. You can use automatic page redirect, call to action button, or social buttons:
📌 Note: All changes are saved automatically, therefore you don't need to save your questions individually.
Connect with your business systems and update your subscriber profiles with responses you receive using our native integrations.
Check out how to send surveys using your distribution providers such as Intercom, Mailchimp, ActiveCampaign, and many more