Skip to main content
All CollectionsSend out email and link surveys
How to create a survey to send via an email or shareable link
How to create a survey to send via an email or shareable link

Learn how to create surveys available in email messages and via direct links you can share with your subscribers.

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

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 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.

❗️Please note, If you want to embed your survey into an email, the first question of your survey needs to be either a welcome message, a single choice, a smiley scale, a rating scale, or a Net Promoter Score®. If you choose any other type of question to 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 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.

📌 Please note that the custom Thank you screen 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 or strike up a chat conversation.

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:

📌 All changes are saved automatically. Therefore, you don't need to save your questions individually.

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.

Next Steps:

💡 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:

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.

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

📞 If you have any questions or need help with your survey, feel free to reach out to our team at 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.

Did this answer your question?