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:

  1. Create a survey to send via an email

  2. Setting up Survey logic

  3. Add a thank you page

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 +.

Pick Email or shareable link survey from the menu, and how you'd like to continue creating this survey. There are two options to choose from. You can either 1️⃣ set up a survey of your own (start from scratch) or 2️⃣ select a survey from our templates library (start from template).

To guide you through creating a survey, we are going to create a survey from scratch.

Step 2. 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 3: 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 4: 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.

📌 Please note that the custom thank you screen is available on some of the paid 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 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 redirect, call to action button, or social buttons:

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

Next Step:

Discover more:

🔁Integrate your surveys for seamless customer feedback

Connect with your business systems and update your subscriber profiles with responses you receive using our native integrations.

📬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

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