You can embed surveys directly in an email or share the survey link with chosen platform. Get surveys sent out using the most popular email marketing automation/CRM software, like Salesforce, HubSpot, Intercom, and many more, to automatically identify your respondents.

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.

Table of contents:

  1. Create a survey to send via an email or direct link

  2. Add a thank you page

  3. Setting up survey logic

  4. Best Practices

Step 1. Create a survey to send via an email or direct link

1. 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.

2. Pick an Email or shareable link survey from the menu. You can either add all questions on your own (start from scratch) or choose and modify one of our templates (start from template).

We will create a survey from scratch to guide you through the survey process.

3. 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.


4. You can change the copy of your question by clicking the text bar. You can also include an introductory text by clicking add introduction.

πŸ’‘ You can easily duplicate or delete a question by clicking the ... icon:

πŸ’‘ You can make a question mandatory under the settings tab:

πŸ’‘ You can insert a question directly to a point in the survey by clicking the yellow βž• 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.

πŸ“Œ Please note that the custom Thank you screen and Thank you screen actions are 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 redirects, call-to-action button, or social media buttons:

πŸ“Œ All changes are saved automatically. Therefore you don't need to save your questions individually.

Step 3. Setting up survey logic

1. 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.

2. 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:


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.

πŸ“ž 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!

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