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Send surveys via your email platform

Send out your surveys to your audience using your email platform, embed your surveys to your email with HTML or hyperlink survey URL

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

With Survicate, you can create email surveys to send them via your email software. By default, we can capture respondents' data automatically (identify the respondents) when the survey is sent with: HubSpotActiveCampaign, Intercom, MailchimpKlaviyo, SalesforceSalesforce Marketing Cloud Account Engagement (Pardot)MarketoZendeskCalendly, SendgridSharpspring, Drip, Keap, Convertkit, Freshsales, ConstantContact, GetResponse, Ortto,, Mailgun, Campaign Monitor, Help Scout, ZohoCampaigns, Vero, Drift, SALESmanago,, Braze, iPresso. What customers' data will be passed with the survey results depends on the tool with which you connect Survicate.

You can also manually edit your survey link to recognize respondents if you are using a tool that is not currently on the list. Thanks to this, you can collect respondents' data when the survey is sent via Outlook, Gmail, or any other email software.

There are various ways to distribute surveys by email. Using either of the below options, you can capture respondent data. You can:

Create and Design your email survey

Set up your email survey using the Create new survey button. Select Email or shareable link survey, and pick whether you'd like to use a ready template, create a survey with AI, or start from scratch. Build your survey by adding your questions and adjusting the template.

An example of a survey that collects valuable feedback is the Net Promoter Score®. Learn how to create such a questionnaire here:

❗️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, single choice, a smiley scale, rating scale, or a Net Promoter Score. If you choose any other type of question as to the first one, we will only provide you with the link to your survey.

Choose your distribution tool

Once you are ready with your survey, head on to the Configure tab choose which tool you will use to send out the survey so that respondents are recognized with their names and email.

If you want to use not supported software or collect only anonymous responses, you can skip this step.

Optional: Set up integrations for your email survey

If you want to send responses back to the tools you use, you can enable chosen Integrations in the next step. Please note that we will be able to update contact profiles only when you collect respondents' data.

Customize your link preview

In the survey's Share tab, adjust the preview, description, and the name the respondents will see when the survey is opened in a browser tab:

📌 This feature is available on some of our plans.

Share your survey with respondents

  • Direct link

You will see a link to your survey in the Share section. You can hide this link behind a CTA button or hyperlink it. You can also link it to an image - and share it wherever you want; Instagram, Facebook, Twitter, Linkedin - the web is your oyster!

  • Launch in an email

You can display the first question directly in the email's body. Hence, your respondents will be able to start the survey directly from the email. They'll then be redirected to a landing page to take the rest of the survey.

All you need to do is copy the code generated once you click on the Get your Code button and paste it into an HTML editor of your software. It's a simple copy-and-paste job and doesn't require coding or technical skills.

Once you've got everything ready, send out your message and get ready to dive into your insights.

Best Practices

My email software is not a supported distribution. Will I be able to identify my respondents?

In most cases, yes, you can! Our survey links use dynamic URL tags called merge tags. The majority of email automation and CRM tools support this kind of dynamic token.

Please check with your provider if they support merge tags. Then, you can add these tags to your survey URL and identify your respondents. You can read more on adding the merge tags in this article.

I'm sending my survey with software that Survicate doesn't have native integration with. Will I still be able to sync responses to my software?

If we don't have a native integration with your software, you can use Zapier to pass your subscribers' responses to their profiles (creating a zap doesn't require any coding knowledge).

You can alternatively use Webhooks for robust custom integration.

📞 If you have any questions about sending a survey - feel free to reach out to our team via chat or email:

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.

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