You can embed surveys directly in an email or share the survey link with the chosen platform. Get surveys sent out using the most popular email marketing automation/CRM software, like Salesforce, HubSpot, Intercom, and many more, to identify your respondents automatically.
With our email and link surveys, you can:
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.
Step 1. Create a survey to send via an email or direct link
Log in to your account, and 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 Create new survey.
Pick how you'd like to continue creating this survey. There are four options to choose from. You can either set up a survey of your own (start from scratch), select a survey from our templates library (start from template), create a survey with AI, or import questions you prepared before:
Pick an Email or shareable link survey from the menu and click Continue.
In this guide, we will create a survey from scratch to guide you through the survey process.
Click + Add new question and choose which question type you want to add"
❗️Please note: If you want to embed your survey in an email, the first question must be a welcome message, a single-choice question, a smiley scale, a rating scale, or a Net Promoter Score®. If you choose any other type of question for the first one, we will only provide you with the link to your survey.
You can change the copy of your question by clicking the text bar. You can also include an introductory text by clicking Add introduction:
📌 You can easily duplicate or delete a question by clicking the "..." icon:
💡 You can make a question and comment fields mandatory, or add a Submit button, under the Settings tab:
📌 You can insert a question directly at a specific point in the survey by clicking the purple ➕ button in between the questions. It'll appear on mouseover:
Step 2. Add a thank you page
To add a thank-you screen, select Thank you screen from the questions menu and type your message.
📌 Please note that the custom Thank you screens and Thank you screen actions are available on some of the plans. You can see our current pricing here. If you are interested in testing this feature, drop us an email at sales@survicate.com or start a chat.
Under the Settings tab on the thank you screen, you can select a custom call to action to finalize your survey. You can use automatic page redirects, a call-to-action button, or social media buttons:
📌 If you are creating a new survey, all the changes are saved automatically. Therefore, you don't need to save your questions individually.
If you're making changes in an existing, live survey, you'll have to confirm the changes with a Publish button, which will appear in the upper right corner of the screen:
Step 3. Set up survey logic
Once you've added all the questions you want to ask, you can move on to setting up survey logic for a personalized survey experience. Head to the question you'd like to set a follow-up for, then move to the Logic tab. Logic allows you to decide what questions a respondent should see, based on their answers to previous survey questions. You'll find full instructions here.
Step 4. Choose the survey's format
By default, link and email surveys show one question per page. In the Format tab, you can switch to One-page view to show all your survey questions on a single page.
Single-question view: the default format. Respondents see one question at a time and move through the survey page by page.
One-page view: all questions appear together on one page, and respondents submit everything at once.
❗️If your survey has logic set up, you'll see a confirmation message letting you know that logic will be disabled when you switch to One-page view. If you switch back to Single-question view afterward, you'll need to set up logic again.
Read more about the One-page view here.
Next Steps
By clicking the buttons below, you can go directly to articles describing survey design (in the Create tab) and configuration (the Launch tab settings):
Best Practices
Customize your questions
Use HTML tags to add pictures to your survey or modify text style. You can also add custom CSS to achieve influence the survey design.
Send email surveys using your software
Check out how to send surveys using your distribution providers, such as Intercom, Mailchimp, ActiveCampaign, Hubspot, and many more.
Integrate your surveys for seamless customer feedback
Connect with your business systems and update subscriber profiles with responses you receive using our native integrations.
Host your survey under your domain
You can change our default survey link to the one containing your domain for a more branded experience.
Troubleshooting
My survey doesn't start with the first question when I open the shareable link.
Survicate remembers your progress via local storage, so if you previously opened the survey and closed it without finishing, it will resume from where you left off. To start from the first question, open the link in a different browser or an incognito/private tab.
📞 If you have any questions or need help with your survey, feel free to reach out to our team at support@survicate.com or chat!
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.