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 three 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), or create a survey with AI.
Pick Email or shareable link survey from the menu and click Continue:
You can also click on Templates Library at the top of your dashboard and select the Email or Shareable link survey type:
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.
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 mandatory under the settings tab:
📌 You can insert a question directly to a point in the survey by clicking the purple ➕ button in between the questions:
Step 2. Add a thank you page
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 redirects, a call-to-action button, or social media buttons:
Step 3. Set up survey logic
Make sure you've added all the questions you want to ask, so you can move on to setting up survey logic for a personalized survey experience.
Head on to the question you'd like to set a follow-up question for and move to the Logic tab. Please select the relevant questions you want to show your respondents based on their responses.
💡 Would you rather create surveys in Dark Mode?
Feel free to switch between Dark and Light modes in the top-right corner of your Survicate account:
Looking for creative survey ideas? Check out our short video 📽️
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.
Take a look at our video on how to set up your first Email/Link survey
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